View and export your mailing history, expenses, and balances with Endicia's built-in reports. Exported reports are saved as a CSV (Comma Separated Value) file so that you can open and edit the data in your preferred software.
The available report types in Endicia are:
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Analytics: Each of these reports has details viewable by week, month, and year, all to help businesses stay on top of their budget.
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Activity: How many items have been sent, via which carrier, and via which service
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Cost: How much has been spent per carrier, per service
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Team: Who on your team is sending, which region, city, or specific location in the business is sending, and what are they spending
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Prints: Shows your mailing and shipping history. A Prints report can be run by:
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Service: Reports the number of mailings for each service type (First-Class Mail®, Priority Mail®, UPS Ground®, etc.)
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Cost Code: Reports the number of shipments assigned to each cost code
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Type: Lists the number of mailings categorized by Letters vs. Packages
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Expenses: Lists the funds added to your account and purchases made for insurance, supplies, and service fees and taxes.
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Balances: Reconciles credits and expenses. Lists the beginning balance, funds added, funds credited, funds deducted, and ending balance for a specified timeframe.
To run and export a report in Endicia:
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Go to the REPORTS tab.
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Select which report to run.
The selected report Summary will be displayed.
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Select the type of report you wish to view from the Report Type drop-down menu.
The available report types will differ based on which report you have selected.
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Expand the Date drop-down menu and specify the date range for the report.
Use the Custom Date Range option to enter a specific range of dates.
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Select a date range Interval.
The Interval option is only available when a Chart or Graph report type is selected.
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Expand the Data drop-down menu to specify the type of data you wish to include in the report.
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Amount Paid ($): Displays dollar amounts
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Count (#): Displays counts
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Use the Filter option to further narrow the results displayed in the report.
Filters are available for:
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Prints reports: Filter by service and cost code
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Expense report: Filter by expense type
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Click the Export button to export and download the report results to a CSV file.
Click the Print button if you wish to generate a printable view of the report.