Reports
Running and interpreting Blackpurl's reports across every department.
56 articles
Reporting Basics
Report fundamentals: filters, exports, and shared conventions.
- Scheduled ReportingSchedule reports to run automatically and be emailed to Blackpurl licensed users on a daily, weekly, or monthly basis.
- Share a Custom Report in BlackpurlLearn how to share a custom report with other users at your dealership, check who has access, and stop sharing when needed.
- Blackpurl Reporting OverviewLearn how Blackpurl's reporting works, including built-in reports, custom reports, shared reports, and favorites.
- Reporting Tips and TricksLearn how to run, customize, export, save, and schedule reports in Blackpurl's reporting module.
Admin & Other
Administrative and cross-department reports.
- My Customer Orders ReportView all open Customer Orders assigned to your Blackpurl login, with options to filter by date range, status, and custom columns.
- Customer Payments ReportRun the Customer Payments report to list all customer payments and balance your dealership's cash drawers at end of day.
- Tax Detail ReportRun and customize the Tax Detail Report to view a breakdown of selling and purchasing taxes by individual tax rate.
- Run the Customer Report in BlackpurlGenerate a list of all customers in Blackpurl using the Customer Report, with options to customize columns and export the data.
- Recent Customer Invoices ReportView and filter a list of recently created customer invoices, with options to adjust date ranges, columns, and export results.
- Kit ReportView and manage all active Kits available in Blackpurl using the Kit Report.
- Fees ReportList and review all active fees configured in your Blackpurl system using the Fees report.
- All Customer Orders ReportView and filter all open Customer Orders in Blackpurl with options to change parameters, columns, and export results.
- Invoice Detail ReportSee a full breakdown of every invoiced line item — what was sold, who sold it, and the price, cost, and profit for each line.
- Vendor ReportRun and customize the Vendor Report to view a list of all vendors in your Blackpurl account.
- Labor Codes ReportView and manage all active labor codes in Blackpurl using the Labor Codes report.
- Invoice Summary ReportRun and customize the Invoice Summary report in Blackpurl to review invoice data for a specific date range.
- Vendor Products ReportList and navigate all active vendor products in Blackpurl, including Financing Products, Sublets, Warranty Plans, and Deal Products.
Reconciliations
Reports used during reconciliation workflows.
- Reconciliation Reports OverviewA reference guide to the Reconciliation reports in Blackpurl Reporting, covering what each report measures and how to use it to verify your accounting package.
- Customer Deposits Account ReportTrack and reconcile customer deposit totals in Blackpurl using the Customer Deposits Account report.
- Part Inventory Accounts ReportUse the Part Inventory Accounts report to see Blackpurl's total part inventory valuation and reconcile it against your accounting package's General Ledger.
- Store Credit Liability ReportUse the Store Credit Liability report to reconcile your total store credits in Blackpurl against the matching General Ledger account in your accounting package.
- Stocked Trade Clearing Account ReportUse this report to see the total value of stocked trades in Blackpurl and reconcile it against your accounting package's Stocked Trade Clearing General Ledger account.
- Unit Inventory Accounts ReportUse the Unit Inventory Accounts report to view and reconcile the total value of your unit inventory in Blackpurl against your accounting package's General Ledger.
- A/P Inventory Accrual Account (VR) ReportUse this report to view and reconcile the total A/P Inventory Accrual for Vendor Receivings that have been stocked but are still awaiting a Vendor Invoice.
- WIP Labor Inventory Account ReportUse this report to find your current WIP Labor Inventory total in Blackpurl and reconcile it against your accounting package's General Ledger.
- Deal Option Clearing Account ReportUse the Deal Option Clearing Account report to view the total value of deal options added to open Customer Orders in Blackpurl.
- Sublet Accrual Account ReportUse the Sublet Accrual Account report to view and reconcile sublets that have been vendor received but not yet vendor invoiced in Blackpurl.
- A/P Inventory Accrual Account (RTN) ReportTrack vendor returns awaiting credit memos by running the A/P Inventory Accrual Account (RTN) report in Blackpurl.
Ordering
Reports for tracking ordering activity.
- Parts Needed ReportUnderstand what the Parts Needed report shows and how to run it to manage your dealership's parts ordering.
- Run the Unreceived VO Items ReportSee which Vendor Order items are still on backorder or awaiting receipt, so you can follow up with the relevant vendor.
- All Vendor Orders ReportUse the All Vendor Orders report to monitor the status of every Vendor Order (VO) in your Blackpurl, including those that are open, partially received, or unsubmitted.
- Recent Vendor Invoices ReportTrack unfinalised Vendor Invoices within a date range using the Recent Vendor Invoices report in Blackpurl.
- Run the Units on Order ReportGenerate a list of all units currently on order using the Units on Order report in Blackpurl's Reporting section.
- My Vendor Orders ReportRun and customize the My Vendor Orders report to track all open Vendor Orders assigned to your login in Blackpurl.
- Special Order Summary ReportTrack and follow up on special ordered parts across all Customer Orders using the Special Order Summary report in Blackpurl.
- Active Receivings ReportUse the Active Receivings report to find Vendor Receivings that are incomplete — either not yet finalized or missing a Vendor Invoice.
- Active Returns ReportUse the Active Returns report to view all vendor returns that are still waiting for a Credit Note from the vendor.
Parts
Parts department reports.
- Active Part Sales ReportRun the Active Part Sales report to review all open Customer Orders with Parts and Accessories Sales line items.
- Parts to Pull ReportUse the Parts to Pull report to see which parts need to be pulled for Customer Orders and how many have already been pulled.
- Part Inventory Aging ReportRun the Part Inventory Aging report to identify slow-moving and fast-moving stock-on-hand parts using configurable aging period columns.
- Product History Detail ReportRun the Product History Detail report in Blackpurl to see a line-by-line breakdown of what was sold, to which customer, on which invoice.
- Recent Parts ReportRun the Recent Parts report to view a list of parts recently added or modified in Blackpurl.
- Part Inventory Valuation ReportUse the Part Inventory Valuation report to see the total value of your parts inventory at the time the report is run.
- Part Movement ReportTrack changes in part inventory levels over a selected date range using the Part Movement Report in Blackpurl.
- Run the Product History Summary ReportLearn how to navigate to and run the Product History Summary report in Blackpurl, including default parameters and available columns.
Service
Service department reports.
- Open Service Jobs ReportView and manage all open service jobs from the Blackpurl reporting section to identify jobs ready to close or follow up.
- Active Service Sublet ReportTrack all active service sublets in Blackpurl to follow up on vendor orders and ensure customer work is completed.
- Customer Owned Units ReportRun the Customer Owned Units report to see a list of all customer owned units recorded against customer records in Blackpurl.
- Claims Service Jobs ReportRun the Claims Service Jobs report in Blackpurl to list all service jobs with an attached claim and view any deductibles in play.
- Technician Productivity ReportsUnderstand and run the Payroll Hours, Technician Hours, and Technician Performance reports to monitor technician productivity in Blackpurl.
Units
Unit sales and inventory reports.
- Unit Deal Reports: Active Unit Deals and Deal UnitsLearn how to run and customize the Active Unit Deals and Deal Units reports in Blackpurl's Reporting section.
- Stock Units ReportLearn how to run the Stock Units Report in Blackpurl to see all units currently in stock and their availability status.
- Unit Sales Tracker ReportTrack unit sales activity and confirm when a unit deal becomes a confirmed sale using the Unit Sales Tracker report in Blackpurl.
- Run the Stock Unit Valuation ReportSee how to run the Stock Unit Valuation report in Blackpurl to get a list and valuation of all stocked units.
- Unit Register ReportTrack how and when units were acquired, their current stock status, and sale details using the Unit Register report in Blackpurl.
Fusion Benchmarking
Benchmarking your performance against peer dealers using Fusion.