10. Select
Export report
. The report export screen displays.
11. Select the
File name
field.
1. Type in the file name.
2. Select
OK
.
12. Select the
Export to:
field.
a. Select the location where you want to export the file.
l
If you want to export the file to the root of the USB drive, select the drive in the Export to:
field.
l
If you want to export the file to specific folder on the USB drive, select a folder and then
select the
Open
button. Repeat this process until you have drilled down to the folder you
want to use, then select the folder in the Export to: field.
b. Select
Select this folder
.
13. Select the export file type.
14. Select
OK
.
15. The system will alert you when the export is complete. Select
OK
.
16. Select
Cancel
to return to the report list.
Viewing accounting reports
1. Select the
Manage Accounts
button in the Mailing tile on the Home screen.
2. Select
Reports
.
3. Select
View & print reports
.
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
then
Continue
to return to the Home screen.
Accounting
Pitney Bowes
Operator Guide
February, 2018
Page 189 of 349