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 



Blackpurl Reporting 


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 and / or even use

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