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Setting the account report preferences on the SendPro C, SendPro+, SendPro C Auto

Set the account report preferences to determine what level of accounts are reported on (Account, Sub account or Sub sub account).
Products affected: SendPro® C, SendPro®+, SendPro® C Auto (2H20, R2H20, R2H20M, R1H20C, 1H20C, R1H20CM, 7H20C, R7H20C, R7H20CM, 7H20A, R7H20A, R7H20AM)

Set the account report preferences to select the account level you wish to report on (Account, Sub account or Sub sub account).

You can also choose how you want to identify accounts; by Name or by Code.

  1. Tap Manage Accounts on the Home screen.
  2. Tap Reports.
  3. Tap Preferences.
  4. Tap to select how you want to identify accounts: by Name or by Code.
  5. Select the account level you wish to report on: Account, Sub account or Sub sub account.
  6. Tap OK to return to the Reports screen.

UPDATED: 17 January 2025