Scheduling reports in Mailstream On Demand

You can schedule reports and have them emailed to multiple recipients. You can filter these reports to see exactly what you need to track your postage spend, refill amounts, and contracts.

1. Select Schedule Report from the Home screen dashboard.
2. Edit an existing report by selecting the edit pencil icon or select +Create New Schedule.
   
3. Enter the report name, description, select the report category and mailpiece status.
4. Select daily, weekly or monthly to schedule the report.
5. Select to send via email. If sending to email, enter the email address(es) separated by a comma in the email field.
   
6. Select to send to SFTP if required instead of email. To send via SFTP please contact the Pitney Bowes Team @ pbmod-help@pb.com.
7. Select +Create New Schedule.