This article will just give you a few tips and tricks for Reporting
These will include - how to see your Totals, Changing Columns, Changing Parameters and Exporting Search Results etc
Tip 1 - Running Reports
- Work out what you want to report on and then start with one of the Custom Searches as your basic report
- For example - if you want to run a report to list Customers - look for a Search about Customers
Tip 2 - Create your Own Report
- Blackpurl provides you with the option of creating your own Report from scratch
- Instead of starting with one of the Reports available, why not click on
- Then just set your own parameters by starting with the selection of Type and then moving down the other filters
Tip 3 - Change Parameters
- Once you have the basic report OR you have created your own report, you can change the parameters (eg date range or created by) to suit what you want to report on, just by simply clicking on
to have the parameters selection appear
- Then just change the parameters you want ie date filter etc
- You can also click on
as this will give you further options
- Click on
to update the search result with your new search parameters
Tip 4 - Columns
- Once you have generated your report, you can change the columns to only show what you need in the report
- Simply click
and then select and/or deselect the relevant columns and then click on 
to have your search result update the columns
Tip 5 - Totals
- To see Totals click on
and it will list the totals relevant to the report you are running
- If you want to see additional totals or remove totals that you don't need, click on
Tip 6 - Exporting or Printing your report
- If you want to export or print your report, click on
- Just work down the Export / Print options
If you want to select Totals to be included, click on 
If you want the report to group specific items together, click 
If you want to export to Excel (.csv) / PDF File / Printer,, click on 
and then select the relevant format that you want to export your report to from the dropdown
- Then just click on
or 
for the report to be available in the format that was requested
Tip 7 - Save the same Report for next time
- If you like the report you generated with your set parameters and columns etc and want to use it again next time, click on
- You will be required to give the report a unique name
- All your settings will be saved for next time in the Custom Search section with your unique report name
- This means that next time you want to use that same report, just find it in your Custom Search section
Tip 8 - Favorite Search
- If you want to mark any Report as a Favorite and for it to be available in the Favorite Search section, simply click on the star and make it
- The report will then be available to you from the Favorite section
