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, is to spend time going through the reports, learn how to use them and work out what you want to see
There are two options - use our common search reports (templates) 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
Common Search Reports
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
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 then emailed to Blackpurl Licensed User
For further information, please review our article - Reporting - Scheduled Reporting