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VUE Common Report Features

An Overview of the Most Common Options in the VUE Reports Feature.

 

Common Parameters

Every module in VUE has a Report menu group. Each report is created with the same or similar steps.

Go to your module, select Reports, and click on the report of your choice. Each report includes specific parameters that let you customize the information displayed. Although many parameters vary, the following explanations clarify the most common ones.

  • Companies: The dealership (or group of stores) the report will pull data from. If multiple stores are selected, it will combine the activity across the selected stores.

  • Select Date Type: Depending on the Date Type selected, the field below Date Type updates to accommodate the selected date. The fields below Date Type update to...

    • Exact Dates: Prompts for Start Date and End Date fields.

    • Preset Date Range: Displays predefined ranges like 'Last Month', 'Quarter to Date', etc.

    • Dynamic Date Range: Allows relative ranges (e.g., 'Last 7 Days', 'Next 30 Days').

    • Month: Shows a Month dropdown and Year field.

    • Quarter: Displays a Quarter dropdown and Year field.

    • Year: Displays only the Year field. 

  • Grid Lines: Choose whether or not you would like gridlines on your report.

  • Sort By: How you want the fields to be sorted when you view the report.

  • Output to: This is how you want to view the report.

    • View: Display results on screen. 

    • PDF: Export to PDF format. 

    • Spreadsheet: Export to Excel/CSV. 

    • Queued PDF: Schedule PDF export; once generated, the report will appear in Notifications, where you can download it. Reports queued are automatically dismissed after 30 days.

    • Queued Spreadsheet: Schedule spreadsheet export; once generated, the report will appear in Notifications, where you can download it. Reports queued are automatically dismissed after 30 days.

  • Set as Default: Save current settings for future use. 

  • Reset Defaults: Restore original default settings.

  • Run Report: Generate the report using selected parameters. 


After Running the Report

The Action Ribbon at the top of your report provides multiple options.

Screenshot 2026-01-16 084612

  • If you need to adjust the information selected after running the report, click the Parameters button in the Action Ribbon to modify your selections.

    • A window containing the VUE users in your organization will appear. Mark the recipients and click the [Select] button to send the report to each recipient.

  • Share the report by clicking the Share link next to the Parameters button. 

  • If your report has multiple pages, select the arrows to move to the next page.

  • If you are looking for specific information, type your search in the text box to easily spot what you are looking for. 

  • To download the report, click the floppy disk icon and select your preferred format (Excel or PDF). You can also refresh the report by clicking the refresh button located next to the floppy disk icon.

 

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