Creating a transaction filter on the SendPro MailCenter 1000, 2000, and 3000

Create a transaction filter to view specific transactions during a certain date range or view specific account transactions.

1. Select Manage Accounts from the Home screen.
2. Select Transactions.
3. Select View and edit transactions.
4. Select Add criterion to edit the criterion contained in the filter. The button name will vary depending upon the criteria present in the filter.
5. Select Date and then select Next.
6. Select the date period you want to search for transactions. Select Custom, Today, Yesterday, This Week, Last Week, Current Period, Last Period, Year To Date, or Last Fiscal Year.
7. If you selected Custom:
   1. Select Period start date. Select a date from the calendar then select OK.
   2. Select Period end date. Select a date from the calendar then select OK.
   3. Type in the start time:
      1. Select Hour: Minute:. Type in the start time in HH : MM format and select OK.
      2. Select am or pm.
   4. Type in the end time:
      1. Select Hour: Minute:. Type in the start time in HH : MM format and select OK.
      2. Select am or pm.
8. Select OK.
9. Select Add criterion.
10. Select Account.
11. Select Next.
12. Select Add accounts.
13.  Select the accounts you want to search for transactions.
14.  Select OK. A list of the accounts you chose appears.
    • Select Remove if you do not want to view transactions for a particular account.
    • Select Remove all accounts if you want to clear the account list and start again.
    • Select Add accounts to add additional accounts to the list.
15. Select OK to continue.
16. Select Save as to save the filter. Enter the filter name and select OK.
17. Select View transactions to view the transaction list with the filters applied.
18. Select Done twice to return to the Home screen.