Viewing And Editing A Custom Report - Pitney Bowes DM300c Operator's Manual

7 • Reports
Custom Reports
Selecting a Custom Report to Print (cont.)
9. If you have selected a summary report, the Period Range to Print
screen displays.
a. Select Start Date and then select the appropriate period
start date from the list.
b. Select End Date and then select the appropriate period end
date from the list.
10. Select Print to Attached Printer to print the report.

Viewing and Editing a Custom Report

Follow the steps below to view and/or edit a custom report.
1. Press the Menu key
2. Select Reports.
3. Select Accounts. The Select Accounting Reports screen dis-
plays.
4. Select Custom Reports. The Setup Custom Report screen dis-
plays.
5. Select View/Edit Report.
6. Select the custom report you want to view or edit.
7. If you want to use the current report name, select Accept. If you
want to edit the report name, press the C/Back key, type in the
new report name and select Accept.
8. If necessary, edit the data fields you want to include in your re-
port. Press Enter once you are done.
9. If you selected any data that can be grouped, the Select Data
to Group By screen displays. Press the screen keys that cor-
respond with the data you want to group in your report. Press
Enter once you are done selecting data.
10. The Accounts to Include in the Report screen displays.
• Select Prompt Individual Account before printing to require
an operator to select an account before printing the report.
• Select Include all accounts to include all accounts when
printing the report.
11. The Report Information screen displays. Select Done to save the
custom report.
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SV62683 Rev. A