Creating A Custom Report - Pitney Bowes dm475m series Operator's Manual

12 • Inview/ Budget Manager Accounting

Creating a Custom Report

Follow the steps below to create a custom report.
1. Press Options.
2. Select "Reports".
3. Select "Accounts".
4. Select "Custom Reports".
5. Select "Create Custom Report".
6. Type in the report name, and select "OK".
7. Select the "Detailed" or "Summary" report format.
8. Press the screen keys that correspond with the data you want to
include in your report.
9. Press Enter when you are done selecting data.
10. If you selected any data that can be subtotalled, the Select Data
to Group By screen appears, otherwise go to step 11.
a. Press the screen keys that correspond with the data you
want to subtotal in your report.
b. Press Enter once you have finished selecting data.
c. If you did not select accounts on the Select Data to Group
By screen then go to step 11, otherwise the Accounts to
Include screen appears.
i. Select "Prompt Individual Account Before Printing" to
require an operator to select an account before printing
the report.
ii. Select "Include All Accounts" to include all accounts
when printing the report.
11. Select "Continue" to save the custom report.
SDC2036A 12-39