Pitney Bowes DM525, DM575 Report Printing Queue , Report Macros

7 • INVIEW™ Accounting

7-24 SV62201 Rev. C

Report Printing

Queue The Report Print Queue will function with most reports, except for the Con-

firmation Services reports. (A warning message will appear if you attempt

to print a Confirmation Services report when there are reports in the

queue.)

If a series of reports are scheduled to print, the Reports Queue option will

appear on the main report screen.

1. Press the Reports key.

2. If necessary, press the down arrow key and select Reports Queue.

Once selected, this option will list information about the report that is

currently printing, as well as a list of the reports that are remaining in

the queue.

Report Macros Report macros allow you to print up to five reports at once. For example,

you can print up to five reports related to the same account, or the same

report for up to five different accounts.

Creating a Report Macro

Follow the steps below to create a report macro.

1. Press the Reports key

2. Select Accounting Reports and then Report Macros.

3. Press the right arrow key to enter the Set Up menu. The Set Up Report

Macro screen appears.

4. Select Create Macro.

5. Type in the macro name and press Enter.

6. Select a report to add to the macro. Use the down arrow key to scroll

through the list of reports, if necessary.

7. Select an account to include in the report and press Enter. Depending

upon your selection, you may be prompted to enter a date range.

Select:

• Select Current Day to print the report for the current day.

• Select Current Week to print the report for the current week.

• Select Current Month to print the report for the current month.

• Select N days back from today to print the report for a set number

of days. Enter the number of days back, up to 364, that you want to

print the report for.

Press Enter when done.

8. Press Enter to save the report and account information.

9. Repeat steps 6 to 8 to add additional reports to the macro. You can add

reports to the macro until all "Available" options are used.

10. Press Enter to save the macro.

NOTE: You can cancel reports out of the queue. If the printer runs out of

paper, the “Check external printer” message will appear on the main screen.

Contents

Main Page Page Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List Page Page Whats in this Guide Other Information What You Need to Know USPS Requirements Safety Requirements Page Page Important Information About Powering Your DM Series Digital Mailing System Off NONO YES ON OFF Page Introducing the DM Series Mailing System Features and Benefits Control Center Postage Meter Easy-to-Use IntelliLink COMPLIANTCOMPLIANT Parts of the Mailing System Mailing System Exterior Page Connectors on the Back of the Mailing System Base Mailing System Interior Interior of the Mailing System with Optional WOW (Under the WOW Cover) Interior of the Mailing System (Under thePrint Cover) The IntelliLink Control Center Page Page Connectors on the Back of the IntelliLink Control Center Page 3 Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail 3 Mail in a Minute Printing Postage Tapes 4 Running Mail Navigating Hints Applying Postage and Running Mail Determining the Correct Postage Mode Feeding Mail or Printing Tape? Chart B - Postage Tape Mode Chart C - Mail Modes with NO Postage Preparing Your Mai l About Running Mail Page Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail Mode Selection: Reduced Speed Mode Mode Selection: Key in Postage Mode Selection: WOW - Weigh- On-The-Way Mode Selection: Weigh First Piece Mode Selection: Differential Weighing Mode Selection: Manual Weight Entry Mode Selection: Attached Scale Mode Selection: Seal Only Mode Selection: Time and Date Stamping Selecting or Deselecting an Account Selecting an Account Deselecting an Account Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options: Date Meter Stamp Options: Advertisement Meter Stamp Options Page Using Electronic Confirmation Services Overview Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage DM525 and DM575 Series Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services Records Using Electronic Return Receipt (ERR) Page Page Page Using ERR with a Customer Reference Number Off-Line Electronic Return Receipt (ERR) Adding Postage or Changing the Date Clearing the Batch Count 5 Mailing System Setup Navigating Hints Overview of Mailing System Set Up Page Setting the Date and Time of Day Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation Setting Up a Lock Code Setting Up the Scale and Selecting Rates WOW Weight Limit WOW Start Key Scale/Rates: Autoscale Page Scale/Rates: Destination if New Piece Scale/Rates: ZIP/Zone Prompt Scale/Rates: Destination if New Class Scale/Rates: Discount Code BMC Intra ZIP Zone 0 Add ZIPs to Scale/Rates: Confirm Svc Barcode Prompt Scale/Rates: Smart Classes Page Page Scale/Rates: Auto Rate Large Envelope Setting Up Postage By Phone Meter Payment Phone/Network Set Up: PBP Account # 7 Phone/Network Set Up: Dialing Prefix Phone/Network Set Up: PB Phone # Page Phone/Network Set Up: Use LAN Firewall Settings Phone/Network Set Up: Network Settings Phone/Network Set Up: Remote PC Refill Configuring High/Low Funds Warning Setting the Low Funds Warning Value Setting the High Value Warning for Key In Postage Configuring Low Ink Warning Configuring System Timeouts Timeouts: Display Sleep 10 Timeouts: System Sleep Timeouts Timeouts: Normal Preset Timer Timeouts: Feeding Timeout Timeouts: Waiting for Env Timeouts: Transaction Timeout Defining Presets Defining Normal Preset Values Defining Custom Preset Values Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Creating Custom Messages Page Page Page Configuring the Optional Barcode Scanner Setting the Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter 6 Adding Postage 6 Adding Postage Postage By Phone Meter Payment Your Postage Meter Connection Alternatives - Review USPS Rekey Requirements 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter to a LAN Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line Page Adding Postage Postage Pass - Automated Postage Refill Page 7 INVIEW Accounting Navigating Hints Overview of Accounting Before You Begin Using the INVIEW Accounting Setup Procedures Setting Up the Mailing System for INVIEW Setting the Accounting Period Page Setting Up a Global Surcharge or Discount Selecting an Accounting Type Setting the INVIEW Accounting Owner Page Reporting Options Clearing Account Data Setting Up Operators Enabling Operators Enabling Operator Passwords Creating Operators Setting Operator Auto Log Off Deleting Operators Viewing and Editing Operators Working with INVIEW Accounts INVIEW Accounting Account Structure Creating an Account Creating an Subaccount or Subsubaccount Viewing or Editing an Deleting an Account Running Mail Selecting an Account in Time Date Stamping Mode Selecting an Account in Seal Only Mode Entering a Batch Surcharge Selecting a Job ID Transaction Options Entering Manual Transaction Viewing the Transaction Log Transferring Transaction Data Clearing the Transaction Log Page Printing Transaction Receipts INVIEW Accounting Reports Printing Reports Report Printing Queue Report Macros Page Custom Reports Page Transaction Log Report SV62201 Rev. C 7-29 Weight Break Account/Class Weight Break Carrier/Class 7-30 SV62201 Rev. C Weight Break Job ID/Class Account Summary Report SV62201 Rev. C 7-31 Quick Profile Report settings. Accounting Setup Report 7-32 SV62201 Rev. C Account List Report Account Speed Code List Report Operator List Report Resync with Host PC 8 Reports Introduction Viewing a Report Printing a Report Report Print Queue Single Account Report Multi-Account Summary Internal Printer Version External Printer Version Last Five Refills Report USPS Confirmation Services Report (System Printer Required) Account List Report (External Printer Required) Funds Report System Set Up Report Error Report Job Report 8-12 SV62201 Rev. C Data Capture Report (Non-US Use Only) This report displays only on the screen. Use the up and down arrow keys to Electronic Return Receipt Installed/ Pending Rates Page Page 9 Maintaining and Updating Items to Keep On Hand Cleaning the Exterior Tape Maintenance Tape is still on roll Tape has run out E-Z Seal Sealing Solution Maintenance Moistener Maintenance Page Page Page Page Page Printer Maintenance Printing a Test Pattern Cleaning the Printer Nozzle Replacing the Ink Cartridge Page Changing the Printhead Page Page Changing the Wiper Blade Assembly Performing Updates or Adding Features Page 10 Troubleshooting How to Troubleshoot your Mailing Ink Waste Full Tray Warning Envelope Sealing Problems Page Page Page Page Tape Feeding Problems Printing Problems Postage Refill Problems Display Problems 3. Page Weighing Problems Page Page Page 12 Specifications Specifications Electrical and Operating Conditions Dimensions and Weight Capacities and Features NOTE: 12 Specifications Accounting Features Mailing Materials Page Page Page Page A Glossary