Viewing And Printing The Daily Snapshot Report; Setting Up The Default Reporting Period For Accounting Reports - Pitney Bowes Connect+ 1000 Operator's Manual

4. Select the report you want to view.
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. Select the View report button.
8. If necessary, select the Actions menu to save, delete, export or print the report. Select the
appropriate option and follow the prompts.
9. Select Done.

Viewing and Printing the Daily Snapshot Report

The Daily Snapshot report provides a quick view (summary) of a day's accounting. It
requires minimal processing so it is ready for viewing within around two minutes of the trans-
actions being uploaded. It's a great tool to use for completing end-of-day reports when you
do not have time to wait for the standard reports to process.
Follow the steps below to view and/or print the daily snapshot report.
NOTE: You cannot export this report.
1. Select the Manage Accounts button on the Home screen.
2. Select Reports.
3. Select Daily Snapshot Report. The report appears onscreen for viewing.
4. Select Refresh to ensure you are viewing the most up-to-date information.
5. Select Print Report. The report will print to the attached printer.

Setting Up the Default Reporting Period for Accounting Reports

Before you can generate accounting reports, you need to select the default reporting period
settings for your system. These settings include the start and end dates of your fiscal year, as
well as number of reporting periods (none, annual, twice yearly, quarterly, and monthly).
The default fiscal year runs from January 1st to December 31st.
l
The default reporting period is calendar month.
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Follow the steps below to set the default settings for the fiscal year and reporting period.
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Connect+® Series Operator Guide
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