Setting The Postage Printing Account Report Period; Setting The Postage Printing Account Report Preferences - Pitney Bowes SendPro C Lite Operator's Manual

Setting the postage printing account report period

Set the reporting period of an account report by setting the start and end dates of the report.
1. Tap Envelope Printing or Print on Envelopes on the Home screen.
2. Tap Account.
3. Tap the Menu icon.
4. Tap Manage Accounts.
5. Tap the Reports link in the Accounts section.
6. Tap Report period.
7. Select the calendar icon next to the Start date of fiscal year field.
a. Select a date on the calendar.
b. Select SET.
The End date of the fiscal year is set based on the start date you enter. You cannot enter this date
manually.
8. Select the Default reporting period field.
a. Select a report period type.
b. Select OK.
9. (Optional) Use the Previous year and Next year buttons to view the reporting periods for the
previous and next year. Use the up and down arrow buttons to scroll through the list of reporting
periods for the current year.
10. Tap OK to return to the Reports screen.
Setting the postage printing account report
preferences
Set the account report preferences to select the account level you wish to report on (Account, Sub
account or Sub sub account).
You can also choose how you want to identify accounts; by Name or by Code.
1. Tap Envelope Printing or Print on Envelopes on the Home screen.
2. Tap Account.
Pitney Bowes Operator Guide February 2021
View and Print Reports
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