VUE comes equipped with powerful and useful daily, weekly, and monthly reports while recognizing that every dealership has unique requirements. You may customize reports in VUE to meet varied needs. Report Generator provides users a simplified, step-by-step process to create customized and repeatable reports.
In this video:
- Create a report (starting at 00:00)
- Share a report (starting at 16:14)
- Schedule a report (starting at 18:06)
Permissions
The Report Generator must be enabled to use. Contact VUE Support
to have the feature switch enabled. Report Generator must be
assigned to each company separately. Generally, custom reports are needed by managers and may be assigned to those roles as needed. Users must have permissions for the Report Generator and the Global Feature for each data source (Modules).
Create a New Report
Navigate to: Accounting, Sales, Parts, or Service > Reports > Report Generator
Within the Report Generator screen, click the [Create New Report] button.
Within the Create New Report screen:
- Enter a Report Name
- Select the company or companies by marking the checkbox to include each company in the report.
- Click the [Next Step] button to advance to the Data Source screen.
- Use the dropdown to select a data source.
- Select additional sources as needed. Note that after a data source is defined, options for the second and third data sources adjust to list only the data sources that are related to the initial data source selected.
- Click the [Next Step] button to advance to the Filters screen.
