This Report will show you Invoice Summary in your Blackpurl for a specific date range
Running the Report
- From the Blackpurl Header > click Reporting > Reports
- From the Common Search > Reporting > Invoice Summary
- Once you have run the report, you can change parameters and / or remove and add columns
Add or Remove Columns:
For example to change the report into one that will show you Invoice Profit, click on > then select column Invoice Profit and then click
This would also be a good time to add any additional columns you want ie Commission (this is the commission typed into the Unit Deal etc) OR untick any columns you don't want in your search result
Change Parameters:
If you want to change certain parameters ie date range, then click on to open up your search filters and then just change as required
For our example below we are looking to change the date range for the report
- To see your Summary Total ie Invoice Profit column, click on
Tip: If you are happy with the parameters and columns in this report and you want to use the "same" report on a regular basis, why not save it as a Custom Search by clicking on
For more information, please review the following articles: