Viewing and exporting package history in PitneyTrack Inbound or PitneyTrack Enterprise

You can use the Package Activity screen to view and export the history of all packages in your system. You can export a report of your packages in CSV, XLS or PDF format.

In this article:

• Viewing package history
• Exporting package history

Viewing package history

View all package activity then quickly search, sort, filter, and customize the package list to find details and track package statuses.

1. Go to the signin page.
   Tip: Bookmark https://app-ca.shipping360.pitneybowes.com so that you can easily sign in in the future.
2. From the Receiving menu at the top, select Package Activity under Packages.
3. Locate the desired packages:
   • To search for packages, enter your search in the "Type and enter" search box at the top of the list and press Enter.
     • By default, the search is by recipient. To search by something else, select the Search By Recipient menu and select the field you wish to search.
     • Depending upon which field you select, you may have the option to choose Begins With, Contains, or Ends With.
     • Your selections on these menus will be remembered and will still be selected the next time you return to the package list.
   • To sort the list, select the column heading you wish to sort by. Select the same column heading again to reverse the order.
   • To filter by date, select the calendar icon. This filter uses the date that the package record was last modified or received date.
   • To filter the list by site, select the All Sites menu.
   • To filter the list by status (Received, Delivered, Attempted, Refused, etc.), select the All Packages menu.
   • To change which columns are displayed, select Columns and select or deselect the columns you wish to view.
   
   Your selected filters and columns will be saved for future sessions.
4. Select the arrow next to the desired package to expand it and view the details.

Exporting package history

Export package activity reports by filtering or selecting the data you need, then exporting it as CSV, PDF, or XLS for easy tracking, sharing, and record keeping.

1. From the Receiving menu at the top, select Package Activity under Packages.
2. The export can contain all data, or only the data that is currently displayed. To export all of the data, select Export > Export All Data as [CSV, PDF, or XLS].
   
3. To export only the data that is currently visible, select the data you wish to export:
   
   • To search for packages, enter your search in the "Type and enter" search box at the top of the list and press Enter.
     • By default, the search is by recipient. To search by something else, select the Search By Recipient menu and select the field you wish to search.
     • Depending upon which field you select, you may have the option to choose Begins With, Contains, or Ends With.
     • Your selections on these menus will be remembered and will still be selected the next time you return to the package list.
   • To sort the list, select the column heading you wish to sort by. Select the same column heading again to reverse the order.
   • To filter by date, select the calendar icon. This filter uses the date that the package record was last modified or received date.
   • To filter the list by site, select the All Sites menu.
   • To filter the list by status (Received, Delivered, Attempted, Refused, etc.), select the All Packages menu.
   • To change which columns are displayed, select Columns and select or deselect the columns you wish to view.
   
   Your selected filters and columns will be saved for future sessions.
4. Select Export > Export Visible Data as [CSV, PDF, or XLS].
   
5. In the Export Options window, select any additional optional fields you wish to add to the report:
   • Include Package History
   • Include Recipient's Unique Id (CSV & XLS only)
   • Include Site Name (CSV & XLS only)
   • Include Signatures (PDF only)
   • Include Contact Custom Fields (CSV & XLS only)
6. Select Save.
7. Go to the Exported Data tab.
8. On the Exported Data tab, use the icons to:
   • Download the report
   • Re-run the same report with updated data
   • Give the report a name
   • Delete the report
   • Save the report as a favorite
9. Select Refresh to refresh the exported information.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.