Running a Postage Refill report in SendPro Analytics

Run a Postage Refill report to see how and where your mailrooms refilling postage.

In this scenario, we want to enforce enterprise-wide funding through approved channels by ensuring that only Purchase Power accounts are being used, and that there are no unauthorized Reserve Accounts, and see which locations might be over- or under-filling meters.

1. Click Reports in the main menu.
2. Click Postage Refill in the first row of tabs.
3. Click Fund Type
   • Provides single view and enforces using the correct account for funding. Ensures . (Corporate may want Purchase Power Account only, and one site has opened their own Reserve Account. )
4. Click By Location
   • Which locations and meters at that location are refilling and by how much. Can indicate over- or under-filling meters.
5. Click By Account
   • Ship to BPN is the client account number for the installed location. One row for each BPN. Allows for charge-back reports. Custom fields allow location spends to be charged back to general ledger accounts (internal cost centers).
6. Click Account Balances
   • This is a nightly feed, showing the balance and how active the account is.

Related topics:

• SendPro Analytics Dashboard