PitneyAnalytics
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Reporting, History & Accounting
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Use the dashboard feature in PitneyAnalytics to look at current or recent postange and shipping spending.
Run a sending report to view current or recent sending activity and spending trends across the enterprise.
You can import a CSV file of cost accounts.
Run an Extra Services report in PitneyAnalytics to track your spend on extra services such as Certified Mail and Return Receipt Requested, and identify potential savings.
In PitneyAnalytics, you can schedule reports and have them emailed to multiple recipients.
Network & Connectivity
If you are going to use Single Sign-On (SSO) for the Pitney Bowes Shipping 360 platform, you need to configure your Identity Provider (IdP) according to our guidelines.
The following URLs and IP addresses must be accessible in order for PitneyShip, PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module to connect to the internet.
Features & Settings
If you use the employee ID field, you can choose to make it required when adding users to the system.
You can import a CSV file of your users.
You can add up to 10 custom fields to several different screens in the system.
If you no longer need a location, you can delete it.
Locations are subsets of divisions, which are subdivisions of your enterprise. Each division can contain multiple locations.
If you no longer need a custom field, an administrator can delete it.
If you no longer need a division, you can delete it.
Enterprise administrators can set the period of time after which users will be signed out of the system if they are not using it. This setting applies to all users.
Administrators can edit custom fields as needed.
Administrators can create banner notifications across the top of the screen to inform users of important information.
Learn how to link your Office 365 address book to PitneyShip, PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics or the Locker Management Module.
If you need to change a role, you can edit it.
If you no longer need a role, you can delete it.
You can change the name of a location if needed.
Divisions are subsets of your enterprise, which is the topmost level of your organization. Each division can contain multiple locations within it.
You can change the name of a division if needed.
You can import locations into the system automatically on a fixed schedule from an SFTP server.
If needed, administrators can restrict the visibility of contacts to only certain user roles. This allows you to have different sets of contacts for different groups of users.
Configure the Secure FTP server connection for the server where your scheduled reports will be stored in PitneyAnalytics.
Use the Export Options settings to specify how your data is displayed in the Excel or CSV file generated by PitneyAnalytics.
If a user account is no longer needed, you can delete it.
You can export a .csv file of your users.
You can view all of the users in the system or search for individual users or groups of users.
Specifications for importing Single Sign-On (SSO) User Mapping files into in PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, Locker Management Module.
If you do not know your password, you can reset it.
If you do not receive the Welcome email, you can go to the signin page and use the "Forgot your password?" link to reset your password.
You can import locations using a CSV template that you can download.
You can export your divisions and locations in CSV format.
You can create different roles to define the tasks that users are allowed to perform. Each user is assigned a role.
You can provide remote access to Pitney Bowes remote support via the Microsoft Teams Mobile App on your mobile device for troubleshooting issues.
You can edit users if you need to change their name, role, or permissions.
You can add users to the system as needed.
You can import the mapping for Single Sign-On (SSO) users into the system automatically on a fixed schedule from an SFTP server.
As a Client Administrator, you can enable or disable Account List Management (ALM) for any of your meters in the Manage Products screen.
You can see the list of meters that use a shared account list management service.
You can exclude products that have exclusive cost account lists that you want to manage directly from your product in PitneyAnalytics.
You can assign your meters to a shared account list management service that helps you ensure all your products are using a common, consistent list of cost accounts.
You can assign a nickname to a meter assigned to a shared cost account list. The meter nickname will appear in exported reports in PitneyAnalytics.
You can see voided shipping label transactions in PitneyAnalytics in the Spend Summary and Shipment Details Report.
You can add multiple manual transactions to PitneyAnalytics by importing a CSV file with the transaction data.
Enter your manual transactions in the CSV template, using the Reference Data file to validate the enterprise data values.
You need to sign in in order to use the system.
Specifications for importing Location files into in PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module
This article explains the user password requirements for PitneyShip Pro, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module.
The following URLs and IP addresses must be accessible in order for PitneyShip, PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module to connect to the internet.
You can export contacts from the address book in CSV format.
If you no longer need a contact in the address book, you can delete it.
You can edit contact information as needed.
You can import contacts into the address book by uploading a CSV file.
You can add new contacts to the address book as needed.
If you have a lot of contacts in your address book, you may need to use the search feature to find the one you want.
You can import shared contacts into the system automatically on a fixed schedule from an SFTP server. Private contacts cannot be imported.
Network & Connectivity
If you are going to use Single Sign-On (SSO) for the Pitney Bowes Shipping 360 platform, you need to configure your Identity Provider (IdP) according to our guidelines.
The following URLs and IP addresses must be accessible in order for PitneyShip, PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module to connect to the internet.
Errors & Troubleshooting
The message "Alert Unable to Add User to Subscription as maximum users [1] already added" occurs because the subscription already has the maximum number of users.
The message "Receiving server could not or would not accept mail to this recipient permanently. If a recipient has previously unsubscribed from your emails, the message is dropped.." occurs because the email server is blocking the email from the sender address [email protected].
The message "That address doesn't exist. Error 404" when accessing the Address Book mesans that you do not have permission to access the Address Book.
The message "This user account is locked. Too many unsuccessful login attempts." occurs after too many unsuccessful login attempts.
If the message "Duplicate Personnel ID" occurs when importing contacts, the PersonnelID values the CSV import file are not unique.
If someone is not receiving email notifications from the system, the feature may not be set up correctly, or the emails may be being blocked.
Reporting, History & Accounting
You can import a CSV file of cost accounts.
Cost accounts can help you track how you spend your postage funds by allowing you to assign shipping labels and postage refills to an account.
If you need to delete and add multiple cost accounts, you can export, edit, and re-import a cost account list.
As a Client Administrator, you can enable or disable Account List Management (ALM) for any of your meters in the Manage Products screen.
You can see the list of meters that use a shared account list management service.
You can exclude products that have exclusive cost account lists that you want to manage directly from your product in PitneyAnalytics.
You can assign your meters to a shared account list management service that helps you ensure all your products are using a common, consistent list of cost accounts.
You can assign a nickname to a meter assigned to a shared cost account list. The meter nickname will appear in exported reports in PitneyAnalytics.
Configure the Secure FTP server connection for the server where your scheduled reports will be stored in PitneyAnalytics.
You can customize your PitneyAnalytics reports to give you the exact level of detail you want to track your spending across the enterprise. Click on any of these reports to see how they're generated.
You can rename and change the order of columns in your reports. These changes are on a per user basis, so only you will see them in PitneyAnalytics.
This article demonstrates how to apply filters and grouping to see what your savings are in multiple locations in PitneyAnalytics.
This article demonstrates how to apply filters and grouping to see spending on various carriers and classes across a division.
This article demonstrates how to apply filters and grouping to see spending on various products across a division in PitneyAnalytics.
Learn what you can do with PitneyAnalytics.
Advisor shows total realized savings and suggests actions to save on your mailing and shipping expenses.
You can filter the shipment details report to view only delivered transactions within a time range.
Use the shipment details report to view detailed information about each shipping transaction.
Run this report to view stamps used including refund status.
Use the Savings Advisor to show you potential ways to save based on your transaction history.
Use the shipment details report to view detailed information about multi-piece shipping transactions and multiple stamps used on a stamp sheet.
Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics.
You can filter your shipment details report to show transactions where savings recommendations apply.
Use the dashboard feature in PitneyAnalytics to look at current or recent meter refill spending.
Use the Export Options settings to specify how your data is displayed in the Excel or CSV file generated by PitneyAnalytics.
Run an Extra Services report in PitneyAnalytics to track your spend on extra services such as Certified Mail and Return Receipt Requested, and identify potential savings.
Run a sending report to view current or recent sending activity and spending trends across the enterprise.
Run a receiving report to view current or recent locker utilization across the enterprise.
Run a package history receiving report to view receiving activity and status changes for packages.
Run a package details receiving report to view detailed receiving activity.
This article demonstrates how to apply filters and grouping to see Cost Account spending across multiple locations n PitneyAnalytics.
Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics.
You can add new Job IDs to manual transactions by typing them in or importing them with a manual transaction list.
You can compare year-over-year or quarter-over-quarter in your Spend Summary reports.
View zone-level information in reports and dashboards.
Using rules you define, you can automatically add surcharges to any defined shipping and mailing transaction shown on your reports in PitneyAnalytics.
Use the PitneyAnalytics dashboard to view current or recent carrier activity and trends across the enterprise at a glance.
Use the Show/Hide Columns function to add delivery metrics to your Shipment Details Report.
Run a shipping balance report to compare your spend vs. carrier invoices.
In PitneyAnalytics, you can schedule reports and have them emailed to multiple recipients.
Administrators can export the logs of users' signins and activity.
Administrators can see users' signins to the system and activity such as creating and editing items in the system.
Run an account balance report to check your postage funding available balances.
Save reports as favorites so you can run them with the same filters and organization every time. Some reports can be saved as the default report.
You can export your reports to CSV, Excel, or PDF files.
Use the PitneyAnalytics postage refill history to see detailed transaction activity in Pitney Bowes's financial accounts that you use to fund money for the postage.
Use the meter balance report in PitneyAnalytics instead of calling or visiting mailrooms to track balances.
Use the PitneyAnalytics postage refill report to see how you're spending money with Pitney Bowes's financial accounts that you use to fund money for the postage.
Use the dashboard feature in PitneyAnalytics to look at current or recent postange and shipping spending.
Use the receiving dashboard in PitneyAnalytics to view current or recent locker utilization.
Documents and Software
For information on service offerings and level of support, download the
Pitney Bowes Technical Support Overview