Custom Reports - Pitney Bowes DM300c series Operator's Manual

12 • Inview/ Budget Manager Accounting

Custom Reports

You can design your own report formats using the Custom Reports
Generation feature. This tool allows you to select the report format
you want (detailed or summary) as well as select the fields of
information you want to appear on the report.
A summary report groups transaction information together by time
period. If you select the summary report format you will be able to
include any, or all, of the following data in your report:
• •
Account
• •
Carrier
• •
Class/Fee
• •
Pieces
A detailed report outputs specific information about each transaction
processed by the system. If you select the detailed report format you
will be able to include any, but not all, of the following data in your
report:
•
Transaction ID
•
Date of Transaction
•
Time
•
Account
•
Carrier
•
Class/Fee
•
Job ID/ Job IDs 1 & 2
Custom Report Tips:
• "Available" options on the Select Custom Report screen indicate
open spaces where you can create a new custom report.
• When selecting data to include in the report:
- "OK" appears next to the data name to indicate that it will be
used in the report.
- Each data selection you make will appear as a column in the
report.
- The "Spaces Used" counter on the bottom of the screen
indicates how much space you have left in the report. You
will receive a "Not Enough Space Left" warning if you select
data that exceeds the amount of space the report can take
up on the printed page.
12-38
Postage
Surcharge
Total Charge
Yr to date- Pieces*
•
Operator
•
Total Weight
•
Pieces
•
Postage
•
Surcharge
•
Total Charge
•
Transaction Type
•
Yr to date Postage
•
Yr to date Surcharge
•
Yr to date Global Sur.
SDC755D