This article will assist those Dealerships that have been with Blackpurl for a couple of weeks and need guidance on Reporting
The biggest piece of advice we can give - please spend time going through the reports, learn how to use them, work out what you want to see and if you need help, reach out to Blackpurl Support
There are three options:
- use one of the reports provided to you OR
- use one of the reports provided to you but then change it to suit your needs OR
- just create your own reports
These articles will provide you with a rundown on Blackpurl Reports:
Reporting - Where are the Reports?
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results
Reports Provided to You
We do provide you with a list of reports and each of those reports, have an article you can read and go through
To access the Knowledge Base - simply click on from the Blackpurl Header and search for the relevant report that you need help with
Then just type in the search field, the report name that you need assistance with and select that knowledge base article
Manager Reports
You should also be encouraging your Managers to start using the reports and we have provided you with our recommendations of where to start:
Recommended Reports for Parts Manager
Recommended Reports for Service Manager
Recommended Reports for Unit Sales Manager
Bookkeeper / Accountant Reports
We have a section in Reporting called Reconciliations which is a list of reports that we recommend that your Bookkeeper / Accountant run on a regular basis
This is a link to the overview document that will explain further - Reporting - Reconciliation section
Scheduled Reports
Some our Reports can be automatically scheduled to run and emailed directly to Blackpurl Licensed User
For further information, please review our article - Reporting - Scheduled Reporting