This article will go through how to run the Claims Service Job Report in your Blackpurl
The Claims Service Job Report is great for listing all Service Jobs that have a Claim attached to it ie Warranty Claim / Insurance Claim etc
This report can also be used to show any deductible/s that are in play
How to run the Claim Service Jobs Report
- From the Blackpurl Header > Reporting > Reports
- In our Blackpurl reports section > Service > Claim Service Jobs
- The default parameters are quite simple - Open Service Jobs with Claims with the following columns
Tip:
For our Dealerships that have Accounting Integration, this report can be used to reconcile your Claims Deductible General Ledger
The total of the column Deductible in this report should equal the General Ledger attached to the Control Account for Claim Deductible Clearing
Remember that you can change your parameters and/or columns as required
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