3. Tap Preferences.
4. Tap Manage Accounts.
5. Tap Reports.
6. Tap Preferences.
7. Tap to select how you want to identify accounts: by Name or by Code.
8. Select the account level you wish to report on: Account, Sub account or Sub sub account.
9. Tap OK to return to the Reports screen.
Emailing an account report
Email an account report to keep a record of how much departments or clients have spent on their
postage over specific time periods.
1. Tap Envelope Printing on the Home screen.
2. Tap Account.
3. Tap Preferences.
4. Tap Manage Accounts.
5. Tap Reports.
6. Tap View & print reports.
7. Tap the report to select it.
8. Tap Next.
9. Tap Actions or View Reports at the bottom of the screen.
11 • History and Reports
Pitney Bowes User Guide June 2022 81
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