Setting the account report period on the SendPro C, SendPro+

Define the reporting period of an account report by setting the start and end dates of the report.
Products affected: SendPro® C, SendPro®+ (2H20)

Set the reporting period of an account report by setting the start and end dates of the report.

  1. Tap Envelope Printing on the Home screen.
  2. Tap Account.
  3. Tap Manage Accounts.
    account-list-unified-gb_500x293
  4. Tap Reports.
  5. Tap Report period.
  6. Select calendar next to the Start date of fiscal year field.
    1. Select a date on the calendar.
    2. Select SET.
    The End date of the fiscal year is set based on the start date you enter. You cannot enter this date manually.
  7. Select the Default reporting period field.
    1. Select a report period type.
    2. Select OK.
  8. (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.
  9. Tap OK to return to the Reports screen.

UPDATED: 09 September 2022