PitneyAnalytics
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Install & Setup
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Reporting, History & Accounting
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Use the dashboard feature in PitneyAnalytics to look at current or recent postange and shipping spending.
Run a sending report to view current or recent sending activity and spending trends across the enterprise.
You can import a CSV file of cost accounts.
Run an Extra Services report in PitneyAnalytics to track your spend on extra services such as Certified Mail and Return Receipt Requested, and identify potential savings.
In PitneyAnalytics, you can schedule reports and have them emailed to multiple recipients.
Network & Connectivity
The following URLs and IP addresses must be accessible in order for PitneyShip Pro, PitneyTrack, PitneyAnalytics, and the Locker Management Module to connect to the internet.
Features & Settings
Divisions are subsets of your enterprise, which is the topmost level of your organization. Each division can contain multiple locations within it.
You can change the name of a location if needed.
Multi-Factor Authentication (MFA) requires users to enter a code sent via SMS text message or email when signing in.
If you no longer need a division, you can delete it.
You can import a CSV file of your users.
Enterprise administrators can set the period of time after which users will be signed out of the system if they are not using it. This setting applies to all users.
If you no longer need a location, you can delete it.
You can change the name of a division if needed.
If you need to change a role, you can edit it.
If you no longer need a role, you can delete it.
Locations are subsets of divisions, which are subdivisions of your enterprise. Each division can contain multiple locations.
You can add users to the system as needed.
You can export a .csv file of your users.
If a user account is no longer needed, you can delete it.
As a Client Administrator, you can enable or disable Account List Management (ALM) for any of your meters in the Manage Products screen.
You can create different roles to define the tasks that users are allowed to perform. Each user is assigned a role.
If you do not receive the Welcome email, you can go to the signin page and use the "Forgot your password?" link to reset your password.
You can import divisions and locations using a CSV template that you can download.
You can view all of the users in the system or search for individual users or groups of users.
You can edit users if you need to change their name, role, or permissions.
You can export your divisions and locations in CSV format.
If you do not know your password, you can reset it.
Use the Export Options settings to specify how your data is displayed in the Excel or CSV file generated by PitneyAnalytics.
Configure the Secure FTP server connection for the server where your scheduled reports will be stored in PitneyAnalytics.
Enter your manual transactions in the CSV template, using the Reference Data file to validate the enterprise data values.
You can add multiple manual transactions to PitneyAnalytics by importing a CSV file with the transaction data.
This article explains the user password requirements for PitneyShip Pro, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module.
You need to sign in in order to use the system.
You can see voided shipping label transactions in PitneyAnalytics in the Spend Summary and Shipment Details Report.
The following URLs and IP addresses must be accessible in order for PitneyShip Pro, PitneyTrack, PitneyAnalytics, and the Locker Management Module to connect to the internet.
You can export contacts from the address book in CSV format.
You can edit contact information as needed.
You can import contacts into the address book by uploading a CSV file.
You can import shared contacts into the system automatically on a fixed schedule from an SFTP server. Private contacts cannot be imported.
If you no longer need a contact in the address book, you can delete it.
You can add new contacts to the address book as needed.
Network & Connectivity
The following URLs and IP addresses must be accessible in order for PitneyShip Pro, PitneyTrack, PitneyAnalytics, and the Locker Management Module to connect to the internet.
Errors & Troubleshooting
The message "That address doesn't exist. Error 404" when accessing the Address Book mesans that you do not have permission to access the Address Book.
Reporting, History & Accounting
Cost accounts can help you track how you spend your postage funds by allowing you to assign shipping labels and postage refills to an account.
You can import a CSV file of cost accounts.
As a Client Administrator, you can enable or disable Account List Management (ALM) for any of your meters in the Manage Products screen.
If your business needs to add new cost centers on a daily or an hourly basis, you can use automation to add new cost centers to PitneyShip Pro and schedule regular imports.
Use the receiving dashboard in PitneyAnalytics to view current or recent locker utilization.
Use the PitneyAnalytics postage refill report to see how you're spending money with Pitney Bowes's financial accounts that you use to fund money for the postage.
Use the dashboard feature in PitneyAnalytics to look at current or recent postange and shipping spending.
This article demonstrates how to apply filters and grouping to see spending on various products across a division in PitneyAnalytics.
This article demonstrates how to apply filters and grouping to see spending on various carriers and classes across a division.
Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics.
Use the dashboard feature in PitneyAnalytics to look at current or recent meter refill spending.
Run an Extra Services report in PitneyAnalytics to track your spend on extra services such as Certified Mail and Return Receipt Requested, and identify potential savings.
Use the meter balance report in PitneyAnalytics instead of calling or visiting mailrooms to track balances.
Run a sending report to view current or recent sending activity and spending trends across the enterprise.
Run a receiving report to view current or recent locker utilization across the enterprise.
Use the Export Options settings to specify how your data is displayed in the Excel or CSV file generated by PitneyAnalytics.
Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics.
Learn what you can do with PitneyAnalytics.
You can customize your PitneyAnalytics reports to give you the exact level of detail you want to track your spending across the enterprise. Click on any of these reports to see how they're generated.
This article demonstrates how to apply filters and grouping to see what your savings are in multiple locations in PitneyAnalytics.
This article demonstrates how to apply filters and grouping to see Cost Account spending across multiple locations n PitneyAnalytics.
Configure the Secure FTP server connection for the server where your scheduled reports will be stored in PitneyAnalytics.
In PitneyAnalytics, you can schedule reports and have them emailed to multiple recipients.
For information on service offerings and level of support, download the
Pitney Bowes Technical Support Overview