This article will go through:
- What is this Report for
- How to run this Report
- When to use this Report
- What to do with this Report
What is this Report for
This report will allow you to see the total of your Unit Inventory is in Blackpurl
How to run this Report
- From the Blackpurl Header > Reporting > Reports
- In our Blackpurl reports section > Reconciliation > Unit Inventory Accounts
- The report has been setup with the relevant filters / columns / totals that you need but what you need to get, is the total of Unit Inventory in Blackpurl
To do this - click on
and review the total
- If you want to report on the valuation for each Unit Inventory Category, then make sure the Column called Category is showing
Then click on 
Check that the 
is 
Check that the 
is 
and then 
The excel csv report that exported out will give you totals of the categories so that you can balance out to the relevant General Ledgers in your Accounting Package
Example below on how to see what the category is and it's total
When to use this Report
This report should be done regularly - at the very least, at end of the month so that you can balance out your Accounting Package Unit Inventory General Ledger to your Blackpurl
What to do with this Report
If the Dealership has Accounting Integration, this will now allow you to compare the Unit Inventory totals in Blackpurl to the relevant Unit Inventory General Ledgers in your Accounting Package
This article will assist you with further information on how to do the comparison - Balancing out Unit Inventory General Ledger Accounts to Blackpurl
More Information on Reporting
For more information regarding Reporting, please review the following articles:
- This will provide you with details on how to get totals / change columns and filters / how to print or export etc - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
- This will provide you with details on how to schedule reports ie you want the report to generate once a month at midnight and be emailed to another Blackpurl User - Reporting - Scheduled Reporting
- Just details on where the reports are in Blackpurl - Reporting - Where are the Reports?
- Did you know you can share custom reports? This article will assist - Reporting - Share Custom Reports