VERIFIED SOLUTION i
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Creating a transaction filter on the Connect+ Series and SendPro P-Series

UPDATED: 10 September 2018


Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.
  1. Select the Manage Accounts button in the Mailing tile on the Home screen.
  2. Select Transactions.
  3. Select View and edit transactions. By default, the Filter Transaction List screen displays with the criterion from the previously selected filter. 
  4. Select the Add criterion button to add or remove criterion contained in the filter.
Note: The button name will vary depending upon the criteria present in the filter.

Add or Edit the date criterion
  1. Select the Date option.
  2. Select Next.
  3. Select the period you want to search for transactions: custom, today, yesterday, this week, last week, current period, last period, year to date, or last fiscal year. 
  4. If you selected custom date: 
    1. Select the Period start date field. Select a date from the calendar and then select OK
    2. Select the Period end date field. Select a date from the calendar and then select OK
  5. Type in the end time:
    1. Select Hour: Minute: field. Type in the start time in HH:MM format and select OK
    2. Select am or pm
  6. Select OK.
Add criterion
  1. Select the Account option.
  2. Select Next.
  3. Select the Add Accounts button.
  4. Select the accounts you want to search for transactions. A tick box indicates that an account has been selected.
  5. Select OK. A list of the accounts you selected will appear.
    • If you do not want to view transactions for a particular account, select Remove.
    • If you want to clear the account list and start again, select Remove all accounts.
    • Select Add accounts to add additional accounts to the list.
  6. Select OK.
       5. Select Save as to save the filter. Type in the filter name and select OK.
       6. Select View transactions to view the transaction list with the filters applied.

Environment Details

Products affected: Connect+® 500W, Connect+® 1000, Connect+® 2000, Connect+® 3000, SendPro® P1000, SendPro® P1500, SendPro® P2000, SendPro® P3000

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