Summary

The Accounts by Service Report displays a list of services and service rates filtered by billing cycle, account status, connect date, service and service rate. The report displays the customer information, account status, service connect date and service rates attached to the service. You can view the service and service rates attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Service Rates tab).

Step by Step

1     Open the Accounts by Service window (UB> Reports> Accounts by Service).

2     Configure the report.

• Select the billing cycles you would like to include in the report in the Cycles field.
  • Press CTRL+A to select all billing cycles. With all billing cycles selected, check or uncheck a toggle to apply the toggle selection to all of the billing cycles.
  • Hold down SHIFT to select a range of billing cycles. When select a range of billing cycles, make sure to click on the cycle number and not the toggle of the cycle.
• Enter a date in the Connect From and Connect To field to filter the accounts that display in the report by service connect date. Press DELETE to remove a date from a date field.
  • You can view the service connect date on an account in UB> Maintenance> Account> Overview tab> Service Rates section> Connect Date field.
• Select the statuses of the UB customer accounts that you would like to include on the report in the Account Status field.
  • Press CTRL+A to select all of the toggles in the field. When you check or uncheck a toggle, the selection will be applied to all of the selected toggles.
  • Hold down SHIFT to select a range of statuses. When selecting a range make sure to click on the status description rather than the toggle.
• Select the Service you would like to include on the report in the drop-down menu. You can select only one service.
• Select the Service Rates you would like to include on the report in the Service Rates field.
  • The service rate field will only display the service rates attached to the service selected in the Service drop-down menu.
  • Only accounts with the selected service rates will display on the report. If the account has more than one service rate and only one of the service rates is included on the report, the account will still display in the report, but only the selected services rates will display in the Related Service Rates on Account column.
  • Press CTRL+A to select all of the toggles in the field. When you check or uncheck a toggle, the selection will be applied to all of the selected toggles.
  • Hold down SHIFT to select a range of service rates. When selecting a range make sure to click on the service rate description rather than the toggle.

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).