View & Download Reports

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:

  • Prints: Shows your mailing and shipping history. Prints reports can be run by:

    • Service: Reports the number of mailings for each service type (First-Class Mail®, Priority Mail®, UPS Ground®, etc.)

    • Cost Code: Reports the number of shipments assigned to each cost code

    • Type: Lists the number of mailings categorized by Letters vs. Packages

  • Expenses: Lists the funds added to your account and purchases made for insurance, supplies, and service fees and taxes.

  • 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:

  1. Go to the REPORTS tab.

    Endicia: Toolbar. ­ Box highlights REPORTS Tab
  2. Select which report to run.

    REPORTS_SEL_Report_END.png

    The selected report Summary will be displayed.

  3. 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.

    REPORTS_SEL_ReportTypeDropDown_SDCWEB.png
  4. 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.

    REPORTS_SEL_DateRange_SDCWEB.png
  5. Select a date range Interval.

    The Interval option is only available when a Chart or Graph report type is selected.

    REPORTS_SEL_Interval_SDCWEB.png
  6. Expand the Data drop-down menu to specify the type of data you wish to include in the report.

    • Amount Paid ($): Displays dollar amounts

    • Count (#): Displays counts

    REPORTS_SEL_Data_SDCWEB.png
  7. Use the Filter option to further narrow the results displayed in the report.

    Filters are available for:

    • Prints reports: Filter by service and cost code

    • Expense report: Filter by expense type

    REPORTS_SEL_Filters_SDCWEB.png
  8. Click the Export button to export and download the report results to a CSV file.

    REPORTS_BTN_Export_SDCWEB.png

    Click the Print button if you wish to generate a printable view of the report.

    REPORTS_BTN_Print_SDCWEB.png
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