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.

Select an option from the Download Type dropdown:
- Fulfillment Charges: this allows users to download a fulfillment/postage report in order to reconcile an invoice.
- Mailing Statuses: this allows users to download a mailing status report in XML format.
- Mailing Statuses Report CSV: this allows users to download a mailing status report in CSV format
This allows users to download a fulfillment/postage report in order to reconcile an invoice.
Select an Account from the corresponding dropdown.
The Submit Start Date and Submit End Date default to a seven day or 45 day period prior to today’s date. Click the fields to display an interactive calendar. Select the month and day or click the "<" or ">" arrows to navigate to the desired month.
From the Run By dropdown (Fulfillment Charges report only) select one of the following options:
- Mailed Date of the submitted mail request
- Submitted Date of the mail request
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.
Enter a Case Number. An exact match is not required; users can enter partial search terms.
Enter a Loan Number. An exact match is not required; users can enter partial search terms..
Enter a USPS Tracking Number. An exact match is not required; users can enter partial search times.
Select a Package Status (Mailing Status Report CSV only) from the corresponding dropdown; Any is the default selection.
Click Download Report to open the report or save it to a specific location.

See CSV File Layouts for more information on the Fulfillment/Postage report.