Deleting A Custom Report; Account Summary Report; Budget Performance (Budget Manager Only); Invoice (Budget Manager Only) - Pitney Bowes dm475m series Operator's Manual

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12 • Inview/ Budget Manager Accounting

Deleting a Custom Report

Follow the steps below to delete a custom report from the system:
1. Press Options.
2. Select "Reports".
3. Select "Accounts".
4. Select "Custom Reports".
5. Select "Delete Report".
6. Select the custom report you want to delete. The Delete Custom
Report screen appears.
7. Select "Yes".
8. Press Home to return to the Home Screen.

Transaction Report

The Transaction Log report lists the transaction ID, account, pieces,
postage, surcharge, and total amount charged for each transaction
during the time period specified on the report.

Account Summary Report

The Account Summary Report lists a summary of pieces, postage
and surcharges that have been charged to an individual account for
the time period specified for the report.

Budget Performance (Budget Manager Only)

The Budget Performance report lists the accounts and how they are
performing against their present budget.

Invoice (Budget Manager Only)

The Invoice report an Invoice to be printed by account and period.

Quick Profile Report

The Quick Profile report lists the summary of pieces, postage and
surcharges for all of the Budget Manager accounts.
This report can be viewed on the screen.
SDC2036A
12-41

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