Copying a Doc Report

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Accounting > Maintenance > Daily Report Maintenance

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. Click the [Copy] button in the Action Ribbon to open the Copy Report window.

4. Click the Select Report dropdown and select either a pre-existing Doc report or New Report.

∟ If New Report is selected, input the new Report Number.

5. Click the [Copy] button.

6. Click the [Save] button in the Action Ribbon.