6. If this is the first time you are running a report:
a. Tap Report Period and set the time range for your reports.
b. Tap Preferences and set how to you wish to identify the accounts.
7. Set the report period.
8. Tap View & print reports.
9. Tap to select a report.
10. Tap Next.
11. Choose what to do with the report:
l
To view the report on the screen, tap View Report.
l
Tap Actions to save the report under a new name, delete, print, or email the report. In order
to print a report, you need an optional report printer.
Setting the report period for an account
Set the reporting period of an account report by setting its start and end dates.
1. Tap Print on Envelopes on the Home screen.
2. Tap Account.
3. Tap Preferences.
4. Tap Manage Accounts.
5. Tap Reports.
6. Tap Report period.
7. Select the calendar image next to the Start date of fiscal year field.
a. Select a date on the calendar.
b. Select SET.
The End date of the fiscal year is set based on the start date you enter. You cannot enter this
date manually.
8. Select the Default reporting period field.
a. Select a report period type.
b. Select OK.
9. (Optional) Tap Previous year and Next year to view the reporting periods for the previous and
next year. Tap up and down to scroll through the list of reporting periods for the current year.
10. Tap OK to return to the Reports screen.
History and Reports
Pitney Bowes Operator Guide July 2024 97
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