In VUE DMS, running reports is a key part of tracking performance, analyzing trends, and managing dealership operations. To ensure each report provides the most valuable and accurate information, users must first select from a set of report parameters. These parameters help filter and organize the data based on your needs, such as choosing the company, date range, customer type, or how the results should be sorted.
The Salesperson Sales Count report offers both a Summary view for quick totals and a Detailed view for deal-level insights. Users can choose to display the report on-screen or export it as a PDF or spreadsheet for further analysis or sharing.
This article will walk you through the available report types, how to set parameters, and how to export the report in the format that best suits your needs.
Navigate to: Sales > Reports > Sales > Salesperson Sales Count
Below are snapshots and descriptions of the available Report Types found in the Parameters section.
Each Report Type offers a different layout and level of detail. After setting the Report Parameters, click [Run Report].
Summary
The Summary version of the report shows a breakdown of new, used, and total units sold by each salesperson. Company-wide totals are displayed at the end of the report.
Detail
The detailed version of the report provides an in-depth view, showing each salesperson, the customer they worked with, the vehicle make and model, and the deal percentage.
Click the blue hyperlinks to open each deal directly.
Grand totals are shown on the final page of the report, along with a summary of all closed deals. You can click the blue hyperlinks there as well to view each deal in real time.
Export
The export version is a downloadable copy of your report. It includes the same data and layout you see on the screen, but is saved in a file format such as:
- PDF – Great for printing or sharing
- Spreadsheet (Excel) – Ideal for sorting, filtering, and doing your own calculations
- Queued PDF or Spreadsheet – Runs in the background and is available for download once ready
