Running a postage refill history report in PitneyAnalytics

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.
Products affected: PitneyAnalytics

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.

  1. Select Analytics > Reports.
    select Analytics > Reports

  2. Select the Refill tab.
    an-rpt-refill_577x170
  3. Select Refill History.
  4. Use the filters to select the data you wish to view.
    analytics dashboard filters

    1. Filter: The default value is Division/Region.
    2. Division/Region: Select the divisions you wish to view.
    3. Location: Select the locations you wish to view.
    4. Decimal preferences: Select two or three decimal places.
    5. Date Range: Select one of the preset time periods, or select Custom Range to enter a specific date range.
    6. Refresh: Once you have selected all of your options, click the refresh icon to display the report.
  5. Select and arrange the data you want to view. If you select different options, click on the refresh icon to update the report.PitneyAnalytics refresh button
    analytics refill history report
    1. Select the Show/Hide Columns button to select which columns are visible in the report.
      refill history columns
      Refund data is available for PitneyShip™, PitneyShip™ Pro, SendPro Online, and SendPro MailStation under ‘SendPro’ and Meter Data, which includes SendPro C , SendPro P, Accounting meter, and Legacy meters.
  6. Use the search box to search the report.
  7. Click the Export button to export the report to either a CSV or Excel file.
    PitneyAnalytics report export button
    If your report contains a large amount of data, it will be processed in the background and you will be notified when you can download it from the Exports tab.

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UPDATED: October 29, 2024