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Exporting a Doc Report Setup

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VUE controls menu access through a permissions-driven system. 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.

 

How to export a daily report in VUE

To export a daily report in VUE, navigate to Accounting > Maintenance > Daily Report Maintenance, select the report from the Primary Grid, and click the Export button in the Action Ribbon to download the spreadsheet.

Inside the Primary Grid

  1. Filter or sort the Primary Grid to locate the desired report
  2. Select the report by clicking on the corresponding row

Within the Daily Report Maintenance screen

  1. Click the Export button in the Action Ribbon
  2. When the file download is ready, open the exported spreadsheet from your browser's downloads area
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