Report Transfer Settings

Report Transfer Settings

To update your report transfer settings:

1. With a report open, click Tools, and select Options from the drop‑down menu.

2. Select Transfers from the list of categories on the left.

3. Make your changes to the options listed on the page.

4. When you're finished, click Save and Close.

   

USPS data options

Choose your options from the USPS data options section:

• Convert address to USPS standard — By default, this option is enabled to automatically standardize your addresses with USPS data. Only disable this if your want to manually standardize your addresses, or your addresses need to be different from the USPS standard.

• Update ZIP code to match USPS reported ZIP code — This options is always enabled if Convert address to USPS standard is enabled. This option automatically checks the ZIP code you entered against the ZIP code USPS has on record and updates it if necessary.

• Append Zip+4 — Enable this to append the extended 4‑digit code to the ZIP code and provide more specific location information.

• Make all alphabetical characters uppercase — Enable this option to automatically capitalize all the letters in your address, city, and state.