Parcelsend Speed Reports Support
Watch this video to learn how to retrieve a tracking number through the franking machine.
To retrieve a tracking number, follow the instructions below:
1. From the home screen select “Envelope Printing”.
2. Press the account box in the left-hand column.
3. Click the “Manage accounts” option.
4. The machine will now automatically connect to make sure your report will be up to date.
5. Click the “Reports” option at the bottom.
6. Click into “View & print reports”.
7. Scroll down to the bottom option which is “UK Trackable items” and click the dot to the left.
8. Press “Next”.
9. You can change your date range by clicking into the box at the top.
10. Select “Custom”.
11. Using the Calendars on the right select your date range.
12. Click “Ok”.
13. Click “View report” in the bottom right corner.
14. The machine will now display any tracking numbers printed in the period you selected.
15. You can email this to yourself by clicking “Actions” and selecting “Email Report”.
16. Enter you required email address at the top by clicking into it and using the keypad.
17. Select your file type from the list and click “Send”.
18. The machine will state the email has been sent. Click “OK”.
19. You can now return home by clicking the Home icon in the top left.
Set the reporting period of an account report by setting its start and end dates.
1. Tap Manage Accounts on the Home screen.
2. Tap Reports.
3. Tap Report period.
4. Select the calendar image next to the Start date of fiscal year field.
a.Select a date on the calendar.
b. Select SET.
The End date of the fiscal year is set based on the start date you enter. You cannot enter this date manually.
5. Select the Default reporting period field.
a. Select a report period type.
b. Select OK.
6. (Optional) Tap Previous year and Next year to view the reporting periods for the previous and next year. Tap up and down to scroll through the list of reporting periods for the current year.
7. Tap OK to return to the Reports screen.
Run account reports to show how you spent your postage for a specific account or for all accounts over various time periods.
1. Tap Manage Accounts on the Home screen.
2. Tap the Reports link in the Accounts section.
3. If this is the first time you are running a report:
a. Tap Report Period and set the time range for your reports.
b. Tap Preferences and set how to you wish to identify the accounts.
4. Set the report period.
5. Tap View & print reports.
6. Tap to select a report.
7. Tap Next.
8. Choose what to do with the report:
a. To view the report on the screen, tap View Report.
b. Tap Actions to save the report under a new name, delete or email the report.
Email an account report to keep a record of how much departments or clients have spent on their postage over specific time periods.
1. Tap Manage Accounts on the Home screen.
2. Tap Got It at the No Sync Required prompt.
3. Tap Reports.
4. Tap View & print reports.
5. Tap the report to select it.
6. Tap Next.
7. Tap Actions.
8. Tap Email Report.
9. Tap in the Please enter the recipient mail address box and enter the recipient’s email address. The email address you enter will remain until you turn off then turn on the device.
10. Tap the file type you wish to send: xlsx (Excel), csv (comma-separated values), pdf (Portable Data Format).
11. Tap Send. The report appears from no-reply@pb.com.
12. Tap OK when Email Sent appears.
13. Tap the back arrow to return to the Home screen or Cancel twice to return to the Manage Accounts screen.
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.
The funds report can provide the following information about Envelope Printing franking machine:
- Used: The total amount used over the lifetime of the franking machine.
- Available: The amount currently available to print.
- Total Pieces: The total number of mail pieces run over the lifetime of the franking machine.
- Control Sum: The control sum is the total of the amount used and available.
- Batch Count: The current Batch Count.
- Batch Value: The current Batch Total.
- PBI Serial No.: The serial number of the franking machine.
- The date and time the report was printed.
To print the funds report:
1. Tap Envelope Printing on the Home screen.
2. Tap the piece count in the upper right.
3. Tap Print Report.
4. Tap Envelope Printer.
5. Feed an envelope through the machine.
1. Tap Envelope Printing on the Home screen.
2. Tap the Pieces button in the Mail screen.
3. Tap Print Report.
4. Tap Envelope Printer.
5. Feed the envelope through the machine.
6. A funds report prints showing the total number of pieces sent.
