Create the Account Transactions Report

For more information about this report, see About the Account Transactions Report.

Steps

1. Log in to your Endicia online account.

2. From the My Account tab, select Reports > Account Transactions.
• Note: If you have a free DYMO Printable Postage account, the Reports menu is not available. Instead, click the Account Transactions button on your Account Summary page.
3. Select either option:
   • Month: Specify a specific month and year.
   • Period: Specify date, time, date range, or time range.
4. In the Show field, select what you would like to see in your report:
   • All Transactions
   • Endicia Insured Items
   • Postage Prints
   • Postage Purchases
   • Printable Postage
   • Trackable Items

   • EPR Return Labels

   • Note: The Show field must be set to Postage Purchases to run a report for greater than one month.
5. Below the Show field, select Detailed Listing, Mail Class Chart, or Summary.
6. In the Order By field, select what you want your report sorted by and whether to sort in ascending or descending order. Sort order choices include:
   • All Transactions
   • Date
   • Destination
   • Type
   • Auth Number
   • Mail Class
   • Amount
   • Status
7. Optional: Select the Export check box to create a file that you can view as a spreadsheet.
   • Note: The Export feature is available only if you have a Professional service plan account.
8. Click the Submit button.
• Note: If you have a free DYMO Printable Postage account, the Submit button is not available. Instead, click the View Transactions button.

If you have paid service plan account, you can also print the following reports:

• Service Fees Receipt Report
• Endicia Parcel Insurance Fees Report

See Also

About Insurance

Online Reports

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