Pitney Bowes SV62214 9 Reports

9-1 SV62214 Rev. A

9 • Reports

Overview of Reports

Your system allows you to print reports for funds usage, postage

refills, postage tracked by account, and other valuable data. You can

print these reports right from your machine on an envelope or tape

sheet. The reports are accessed by pressing Reports.

The available reports may include:

• Add Postage Report

• Single Account Report

• Multi-Account Summary Report

• Register (Funds) Report

• Configuration Report

• Error Report

• Special Services Report

• Rates Summary Report

Select Report Type

◄Printable report

Printable

◄Register Report

◄Conﬁ guration Rpt.

◄Error Report

Printable

◄Special Services

◄Rates Summary Rpt.

Printable

◄Add Postage Report

◄Single Accounts Rpt.

◄Multi Acct summary

i NOTE: The number of reports may vary, depending on the

options installed on your machine.

Contents

Main Operator Guide DM100i / DM200L Digital Mailing Systems *SV62214REVA* Page Page Page Page Pitney Bowes Contact List Machine Identification Resources Page Table of Contents 1 Introduction 2 Getting to Know Your System 3 Running Mail 4 Printing Options 5 Normal and Custom Presets 6 Adding Postage/Connecting to Data Center 7 System Options 8 Departmental Accounting 9 Reports 10 Maintenance Page Page 1 Introduction What's in this Guide About Your Digital Mailing System Postal Requirements i What is IntelliLink? Sections of the Meter Stamp Other Sources of Information About PC Meter Connect i Specifications Equipment IMPORTANT: For best results, always make sure your material conforms to these speci cations. Specifications Material (see figure below) Important Safety Notes Important Telephone Safety Instructions Important Safety Notes Page Page Page Parts of the Machine 1 2 6 7 7 5 3 Control Panel 7 Page PC Meter Connect i PC Meter Connect 3 Running Mail Home Screen Checking Funds ( Postage) Availability in Machine Applying Postage i Keying In the Postage Directly Entering Weight Manually Using the Weighing Platform (Scale) Using Differential Weighing Using Differential Weighing Selecting an Account to Track Postage Using the Batch Count Feature Viewing (Checking) the Batch Count Clearing the Batch Count Printing the Batch Count 4 Printing Options Printing Options Sections of the Meter Stamp Manually Changing Printed Date for the Meter Stamp Auto-Advance of Printed Date for the Meter Stamp Printing a $0.00 Meter Stamp Bypass all Printing and Seal the Envelope Only Omitting/Restoring Day or Date on the Meter Stamp i Adding/Removing a Postal Inscription to Meter Stamp i Adding/Removing an Envelope Ad to the Meter Stamp i Printing the Date and Time Only (no meter stamp) i Printing an Ad, Date, and Time Only (no meter stamp) i Adjusting Horizontal Print Position of Meter Stamp Page 5 Normal and Custom Presets What is a Preset? Why Should I Use Presets? Why Should I Always Include a USPS Class in my Preset? Normal Preset Viewing (and Selecting) the Normal Preset Defining New Values for the Normal Preset i Custom Presets Selecting a Custom Preset Defining a New Custom Preset Viewing (and Selecting) a Custom Preset Editing a Custom Preset Name Deleting a Custom Preset 6 Adding Postage/Connecting to Data Center Postage and Your Machine Establishing Communications Between Your Machine and the Pitney Bowes Data Center Page Page i Using PC Meter Connect to Establish Communications with the Data Center (Preferred Method) i Using Analog Phone Line to Establish Communications with the Data Center (Alternate Method) Checking Funds ( Postage) Availability in Machine Checking Your Postage By Phone Account Balance i Adding Postage i i Adding Postage Printing a Funds (Postage) Report Downloading Files or Updating System 7 System Options System Options Page Basic Options Adjusting the Contrast of the Display Setting the Machine to Today's Date Advancing the Date on the Machine i Turning Features On and Off Setting the Date, Time, and Timeouts Setting the Normal Preset Timer Turning Features On and Off Setting Autodate Advance Setting Sleep Mode Activation Time i Correct Drift Setting Daylight Sav ings Time Setting Postage Values ( Funds Warnings) Setting the High Value Warning i Setting the Low Funds Warning Changing the Lock Codes and Passwords Setting/Disabling the Lock Code Setting/Disabling the Supervisor Password i Setting Scale Options Zeroing the Scale Turning Scale On or Off Viewing Metric Weight Setting Weight Change Options Setting Class Change Options Settings for Connecting to the Pitney Bowes Data Center Uploads and Downloads i Selecting Tone/Pulse Phone Parameters (for analog line connection to Data Center) Entering the Dial Prefix Change Postage By Phone (PbP) Number i Change Modem Parameters i Distributor Values Distributor Values (continued) Advanced Options Intra BMC ZIPs i Change Language Meter Withdrawal (Withdrawing Postage Funds) i i Meter Withdrawal (Withdrawing Postage Funds) i Run Install Mode 8 Departmental Accounting Overview of the Accounting Feature Activating Accounting and Setting Up Your Accounts 1 2 3 Activating Accounting and Setting Up Your Accounts 4 5 6 i Turning On Accounting Turning Off Accounting i Turning On Accounting Turning On Account Passwords i Turning Off Account Passwords Creating an Account Editing Account Names and Passwords Editing Account Names and Passwords Selecting an Account Displaying Account Totals Printing a Multi-Account Summary Report Printing a Single Account Report Clearing an Account Clearing All Accounts Deleting an Account 9 Reports Overview of Reports i Register Report (Funds Report) Add Postage Report Multi-Account Summary Report (Departmental Accounting) Single Accounts Report (Departmental Accounting) Special Services Report Rates Summary Report Configuration Report Error Report 10 Maintenance Messages Indicating Ink Cartridge Replacement i Printing a $0.00 Meter Stamp Replacing the Ink Cartridge Replacing the Ink Cartridge CLICK Filling the Moistener Maintaining the Moistener Removing and Cleaning the Moistener Brush i Removing and Cleaning the Moistener Brush Removing and Cleaning the Moistener Wick and Holder i Page Page Page CLICK Running Print Tests Test Print Purge Replacement of Print Head or Cartridge Page 11 Troubleshooting Getting Help Messages on the LCD Display Blank Display Feeding Problems (stalled envelopes) i Display Problems (display hard to read) Printing Problems i replacement brushes and E-Z Seal solution. See page v for con- tact information. Moistening Problems (envelopes don't seal) Problems Connecting to the Data Center via Analog Line Problems Connecting to the Data Center via the PC You cannot access www.pb.com from your PC using Internet Explorer Problems Connecting to the Data Center via the PC Problems Refilling Postage via the PC Accidentally Printing the Wrong Postage i Viewing System Configuration Levels 12 Supplies and Options Supplies Options Integrated Weighing Platform (Scale) Moistener 12 Supplies and Options Electronic USPS Confirmation Services Postal Inscriptions/Advertisements Appendix A How to Enter Text When is Text Entry Used? How is Text Entry Done? Postal Codes Custom Preset Names and Account Names Appendix A How to Enter Text Special Characters Appendix B Glossary Appendix B Glossary Index A B C D E F G H I L M O P R S T U W Y Page Operator Guide DM100i / DM200L Digital Mailing Systems *SV62214REVA*