Assigning a Department to a Doc Report

This article explains how to assign departments in Daily Report Maintenance and where to access Daily Operating Control reports in VUE. VUE is a permissions-driven system — access to each menu item is managed by an Administrator at your dealership. See the Roles and Permission article to learn how, and the Permissions Reference Guide to understand what permissions to assign.

How do I assign departments in Daily Report Maintenance?

To assign departments in Daily Report Maintenance, navigate to Accounting > Maintenance > Daily Report Maintenance, select the report, mark the applicable department checkboxes under Report Type, and click Save.

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the report.
2. Select the report by clicking on the corresponding line.

Within the Daily Report Maintenance Screen:

3. Mark all applicable boxes of the departments to assign under Report Type.
4. Click the Save button in the Action Ribbon.

Where can Daily Operating Control reports be accessed?

Separate Create, Read, Update, and Delete (CRUD) permissions are provided for each module for controlled access. Daily Operating Control reports are available at the following locations:

• Accounting > Reports > Daily Operating Control for Standard, Expanded, and/or Trend.
• Sales > Miscellaneous > New > Daily Operating Control - New for Standard and/or Expanded.
• Parts > Miscellaneous > Daily Operating Control
• Service > Miscellaneous > Service and/or Body Shop and/or Quick Lube for Standard and/or Expanded.