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

12 • Inview/ Budget Manager Accounting

Viewing and Editing a Custom Report

Follow the steps below to view and/or edit a custom report.
1. Press Options.
2. Select "Reports".
3. Select "Accounts".
4. Select "Custom Reports".
5. Select "View/Edit Report".
6. Select the custom report you want to view or edit. The Edit
Report Name screen appears.
7. Use the C (Clear) key to delete the existing name. Type in the
new report name and select "OK".
8. The Select Data to Include screen appears.
a. To add data to the report, press the screen key that
corresponds with a column you want to include.
b. To remove a column from the report, press the screen key
that corresponds with a column you want to remove.
9. If you selected any data that can be subtotalled, the Select Data
to subtotal screen appears, otherwise go to step 10.
a. Press the screen keys that correspond with the data you
want to subtotal in your report.
b. Press Enter once you are done selecting data.
c. If you did not select accounts on the Select Data to Subtotal
screen then go to step 10, 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.
10. Select "Continue" to save the custom report.
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