This article will just explain how Blackpurl does reporting 

Where are the Reports?


Blackpurl is a little bit different as we are not going to provide you with an endless list of reports - some you will never need or even use


To navigate to Blackpurl reports


  • From the Blackpurl Header > Reporting > Reports





  • Once you are in the report section, there are two sections  

|
 Blackpurl reports

My custom and shared reports 


Section 1 - Blackpurl reports 

Basic Reports 

We have supplied you with a list of basic reports that will fall into specific sections ie Parts / Service / Units / Admin & Other / Reconciliations / Ordering 

For example - all reports to do with Parts, will list under the Parts section and so on 


From these basic reports, simply click on the report you want to run and you can either use the report as is (with the default parameters and columns) or you can change the parameters (eg date range etc) and/or columns as needed 

Now you now where to find the reports, let's see how they work:


  • First work out exactly, what you are looking for

    For our example - we want a report that lists all active customers to do an email blast so we would need a report to show Customer name / Email address / Customer Number 

We would start off by finding and running a basic report for Customers – Admin & Other > Customers


Then click on the report name to generate the report with the default settings 


After the report is run with the default settings, you can change the columns and parameters to suit what you want to report on
  • Columns - Using the User-added image icon, you can select or deselecting the columns in the search result to meet your requirements.
     


For our email blast we want the report result to have the columns Customer Name / Email Address / Customer Number so we would deselect and select the columns that we need and/or don't need 
Click on  when you have made your column selections and the system will reconfigure your report results to have the columns you have requested


  • 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

Click on the User-added image to open up the parameter menu


From the menu you can change the parameters ie Created Last 30 days


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


The search result will then reconfigure giving you new results that meet the change of parameters


Create a New Report 


You may also want to create your own new report 

  • 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



  • Depending on what Type you select, will then dictate what other parameters / filters are available to you
  • Once you have finished adding your parameters / filters, don't forget to click on to generate the report


Section 2 - My custom & shared reports 


This section will list any custom reports you have saved / any reports that have been shared with you / your favorite 

reports 



Save Custom Reports


  • If you like the report you generated with your set parameters and columns etc and want to use it again next time, click on  to save it as a Custom Report 


Example:




  • You will be required to indicate if you are Updating Existing Filter or Save As New Filter and if you need to give the report a unique name.  Don't forget to click on



  • All your settings will be saved for next time in the My custom and shared reports section with your unique report name under Custom 


  • This means that next time you want to use that same report, just go to the My custom and shared reports tab and find the custom report you want 


Shared Reporting 


You have the ability to share reports and also have another user share their reports with you 


When another user shares their report with you, it will show up in this section under Shared with me 


It will list the report and who shared it 



This is the article on how to share reporting - Reporting - Share Custom Reports


Favorite Reports 


You may find that you want to list reports as Favorite

You can do that by running the report and then you have an option of clicking



Once you click it will change to this to indicate it now a Favorite 


Once it is a Favorite, it will now list in this section 



Other information 


  • Scheduled Reporting 

    Some of the Reports are available for Scheduling

    This means that you can setup the scheduling and that the report will automatically run and then automatically email out to you at a certain frequency

    This article will cover how to setup the Scheduling - Reporting - Scheduled Reporting


  • 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