Exporting Accounting Reports

Accounting reports can be exported to a USB drive in .csv, .xls and .pdf formats. Follow the steps below to export an accounting report.

1. Insert a USB drive into an available port on the mailing system.

2. Select the Manage Accounts button on the Home screen.

3. Select Reports.

4. Select the View & edit reports.
5. Select the report you want to export.

6. Select the Next button.

7. If necessary, you can modify the report settings. Select a settings, and the make the appropriate selections. The settings vary, depending upon the report selected.

8. If necessary, select the Actions button and save the report for future use.
   • If you want to save the report with the existing name, select Save. When prompted, select Yes, save.
   • If you want to save the report with a new name, select Save as. When prompted, select Yes, save as. Enter the report name and select OK.

   NOTE: If the report was created by Pitney Bowes, "Save as" is the only available option.

9. Select the Options button.
10. Select Export report. The report export screen displays.
11. Select the File name field.
    1. Enter the file name.
    2. Select OK.
12. Select the Export to: field.
    1. Select the location where you want to export the file.
       • If you want to export the file to the root of the USB drive, select the drive in the Export to: field.
       • 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.
    2. 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.

Related Topics

Printing Accounting Reports

All About Accounting Reports

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