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 or even use.

What we have done is supplied you with a list of basic search templates.

From these basic templates you can change them to give the search results that you want to see which will also allow you to turn them into reports specific to your Dealership.     
  1. From the Blackpurl Header > Reporting > Reports
User-added image

  1. You have successfully navigated to the Sidebar Search feature. Let's give you a quick run down....

User-added image

1.  Sidebar Search - This is where you can do a search of the Sidebar Searches. Type in a keyword and it will list all saved searches that fit the keyword.
2.  Favourite Search - If you have searches that you do on a regular basis, you can save them as a favourite. This is where your favourite searches can be accessed.
3.  Common Search - This is where our basic template searches are listing.
4.  Custom Search - Users can develop searches to suit their requirements – customise them to what you want to see and then save them for next time as a Custom Search using the Save As (5.). 

  1. Click User-added image next to the Search Options and it will list the searches under that heading.
For example:
  • If I click on the User-added image next to COMMON SEARCH, it will list all the basic template searches saved under that heading:
User-added image

Click on the Search you want to run and the results will populate.
The search result will generate with default parameters and the default parameters will differ between reports.

  1. Now you have the basics, let's see how to search for results and then turn those results into reports:
First work out exactly, what you are looking for.

For our example, we want a report that lists all active customers to do an email blast so we would need a search to show Customer name / Email address / Status

We would start off by finding and running a basic template search for customer – Common Search > People > Customers and then you can change the columns and parameters to suit what you want to report on.
  • Columns - Using the User-added image icon, you can select or deselecting the columns in the search result to meet your requirements.

 User-added image

For our email blast we want the search result to have the columns Customer Name / Email Address / Status.

Click on User-added image when you have made your column selections and the system will reconfigure your search results to have the columns you have requested.
  • Parameters - You may only want to list those customers created in the last 30 days, so you will need to change the parameters of the search.
Click on the User-added image to open up the parameter menu.

User-added image

From the menu you can change the parameters ie Customer Created in the last 30 days
Once you have changed a parameter, don't forget to click on User-added image

User-added image
The search result will reconfigure giving you new results that meet the change of parameters.

TIP:   If this is a search that you would like to use in the future, you can now save it as a custom search by clicking on User-added image and Save Custom Filter screen 
          will pop up for you to add your new name of your search and click on SAVE.

What can we do with these search results?
We can turn the search results into reports by using these icons   User-added image

 User-added image

  • Summary Total icon will allow you to do column totals.

User-added image

  • Export / Print icon will give you the option of exporting or printing your search results etc.

User-added image

If you do not have access to Reporting or it is greyed out, this means that you do not have the correct User Permission. Please review our article - User Permission - Reports and have a chat to your Manager to obtain permission