Setting up reporting periods for accounting reports on the SendPro MailCenter 1000, 2000, and 3000

Set your reporting period before generating accounting reports. Choose your fiscal year start and end dates, and how often you want reports: annual, semiannual, quarterly, or monthly.

The default fiscal year runs from January 1st to December 31st. The default reporting period is a calendar month.

1. Select Manage Accounts from the Home screen.
2. Select Reports.
3. Select Report Period.
4. Select the calendar icon next to the Start date of fiscal year field. The End date of fiscal year is determined based on the start date you enter. It cannot be entered manually.
   1. Select a date on the calendar that appears.
   2. Select OK.
5. Select the Default reporting period field. See Using a 4-4-5 calendar to manage accounting periods.
   1. Select a report period type.
   2. Select OK.
6. The list box on the screen is updated and provides a view the of the reporting periods based on the selections you've made.
   • Use the Previous year and Next year buttons to view the reporting periods for the previous and next year.
   • Use the up and down arrow buttons to scroll through the list of reporting periods for the current year.
7. Select OK to return to the Reports screen.
8. Select Done to return to the Home screen.