Pitney Bowes SendPro P Series User Manual page 156

Accounting
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Reports.
3. Select View & print reports.
4. Select the report you want to print.
5. Select the Next button.
6. If necessary, you can modify the report settings. Select a setting, and then make the appropriate
changes. The settings vary, depending upon the report selected.
7. If necessary, select the Actions button and save the report for future use.
If you want to save the report with the existing name, select Save. When prompted, select
l
Yes, save.
If you want to save the report with a new name, select Save as. When prompted, select
l
Yes, save as. Type in the report name and select OK.
If the report was created by Pitney Bowes, "Save as" is the only available option.
8. Select the Actions button.
9. Select Print report. The report will print on the attached printer.
Exporting accounting reports
Export an accounting report to view the report from your computer.
Accounting reports can be exported to a USB drive in .csv, .xls and .pdf formats.
The USB flash drive must be formatted as FAT or FAT32.
1. Insert a USB drive into an available port on the meter.
2. Select Manage Accounts in the Mailing tile on the Home screen.
3. Select Reports.
4. Select View & print reports.
5. Select the report you want to export.
6. Select the Next button.
7. If necessary, you can modify the report settings. Select a setting, and the make the appropriate
selections. The settings vary, depending upon the report selected.
8. (Optional) Select View Report to preview the report.
Pitney Bowes User Guide April 2022 156