Downloading Reports

This section explains how to generate and download reports within a specific date range. Users can open the report as a .CSV file or save it to a specific location.

Click the DOWNLOADS link in the left navigational panel to access this functionality.

  1. Select an option from the Download Type dropdown:
    • Fulfillment Charges
    • Mailing Statuses
    • Mailing Statuses Report CSV
    This allows users to download a fulfillment/postage report in order to reconcile an invoice.
  2. Select an Account from the corresponding dropdown.
  3. Click the Submit Start Date and Submit End Date fields to display an interactive calendar. Select the month and day or click the "<" or ">" arrows to navigate to the desired month.
  4. From the Run By dropdown select one of the following options:
    • Mailed Date of the submitted mail request
    • Submitted Date of the mail request
  5. Enter a Control Number. An exact match is not required; users can enter partial search terms.
    Note: The Control Number is the number that appears on the customer invoice.
  6. Enter a Case Number. An exact match is not required; users can enter partial search terms.
  7. Enter a Loan Number. An exact match is not required; users can enter partial search terms..
  8. Enter a USPS Tracking Number. An exact match is not required; users can enter partial search times.
  9. Select a Package Status from the corresponding dropdown; Any is the default selection.
  10. Click Download Report to open the report as a .CSV file in Microsoft Excel or save it to a specific location.
See CSV File Layouts for more information on the Fulfillment/Postage report.