Summary

The Meter Reading Proof List is used to verify that the current meter readings have been input correctly on customer accounts. Run this report after meter reads have been manually input (UB> Meter Management> Input New) or imported (UB> Meter Management> Readings Import).

Since the Meter Reading palette is not a batch process (for example, like the New Billing process), the Meter Reading Proof List Report is a filtered report rather than a report that contains the transactions of a batch. Use the filters to generate a report that contains the desired meter readings. The only fields that are required are the beginning date and ending date fields. You should also select the account statuses you would like to include in your report in the Include section.

Step by Step

1     Open the Meter Management Proof List (UB> Meter Management> Proof List).

2     Configure the report.

• Select the meter routes you would like to include on the Proof List in the Route field.
  • Press CTL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all of the highlighted toggles.
• Select how the report will filter in the Filter By drop-down menu. The selection in this field will determine which fields are enabled in the Meter Management Proof List window.
  • Select Date if you would like to filter the report by meter read date. This will enable the Begin Reading Date and End Reading Date field.
    • You can view the read date of a meter reading in the Read Date column on the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab).
  • Select Period if you would like to filter the meter readings on the report by meter read period. This will enable the Reading Period and Reading Year fields on the window.
• To filter the report by read date, enter a Begin Date and Ending Date of the meter reads you want to include in the report. These fields will only be enabled if Date is selected in the Filter By drop-down menu.
  • Enter the earliest date of meter readings you want to include in the meter reading proof list in the Begin Date field.
  • Enter the latest date of meter readings you want to include in the meter reading proof list in the Ending Date field.
• To filter the report by period, enter a Period and Year of the meter readings you want to include in the meter reading proof list. These fields will only be enabled if Period is selected in the Filter By drop-down menu.
• Select the Account Status of the customer accounts you would like to include in the report. Only meter readings attached to a customer account of a selected status will display on the report.
  • Customers will have a Final status if they have been processed in the Final Account Wizard.
• The Primary Meter ID field is used to display the selected primary meter ID description associated with the serial number, MXU, or register ID in the report header with the primary meter ID value displayed in the meter detail row below.
• Check the Display all meter IDs toggle if you would like to display the two primary meter IDs not chosen above in a second row for the meter. The report header will also display these other two primary meter ID descriptions below the one selected above.
• Check the Include reads with zero consumption toggle if you would like to include meter readings with no consumption on the report.
• The Meter Reading Proof List Report displays the route number, sequence number, serial/MXU/register numbers, service address, UB customer number, customer name, read date, meter read period and year, meter status, beginning read (previous read on the meter), current read, consumption and account status. The total number of meters read on the route and the total consumption amount is tallied at the end of the report.
  • The Meter Status column will display the connection status of the meter on the customer account. For example, if the meter has been removed from the lot, the connection status of the meter will be Removed. You can view the connection status of a meter from the Connections tab of the Device Maintenance window (UB> Maintenance> Device> Connections tab> Status field).

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).