Where are the Reports?
There are two options - use our templates or create your own reports
From these basic templates you can change them to give the search results that you want to see which will also allow you to turn them into reports specific to your Dealership
- From the Blackpurl Header > Reporting > Reports

- You have successfully navigated to the Sidebar Search feature
Let's give you a quick run down....

2. Favourite Search - If you have searches that you do on a regular basis, you can save them as a favourite. This is where your favourite searches can be accessed
3. Common Search - This is where our basic template searches are listing
4. Custom Search - Users can develop searches to suit their requirements – customise them to what you want to see and then save them for next time as a Custom Search using the Save As (5.)
- Click
next to the Search Options and it will list the searches under that heading
- If I click on the
next to COMMON SEARCH, it will list all the basic template searches saved under that heading:

- Click on the Search you want to run and the results will populate
- Now you have the basics, let's see how to search for results and then turn those results into reports:
For our example - we want a report that lists all active customers to do an email blast so we would need a search to show Customer name / Email address / Status
- Columns - Using the
icon, you can select or deselecting the columns in the search result to meet your requirements.

For our email blast we want the search result to have the columns Customer Name / Email Address / Status

- Parameters - You may only want to list those customers created in the last 30 days, so you will need to change the parameters of the search


Once you have changed a parameter, don't forget to click on


Option 2
Create your own reports
- From the Blackpurl Header > Reporting > Reports

2. Then click on
3. An open parameter box will appear for you to make your selection on what you want in your report
Start from the top - what Type of report do you want to see - using the down arrow to open up your options and then just checkmark your selection
Depending on what you selected in Type will depend what other parameters are available
For example I selected Customer Invoices so I have these further parameters I can use
Work down the parameters and make your selections ie date filter / who owners the Customer Invoice etc
Then click on
4. The report based on your parameters will generate
Then if you want to select and / or deselect columns that you want to see in the report - click on
5. If you want to save this same report for next time, click on and give your new
report a name
Next time you want to run the same report, with the same parameters settings etc, it will be down in the Custom Search section
What can we do with these search results


- Summary Total icon will allow you to do column totals.

- Export / Print icon will give you the option of exporting or printing your search results etc.

If you do not have access to Reporting or it is greyed out, this means that you do not have the correct User Permission. Please review our article - User Permission - Reports and have a chat to your Manager to obtain permission