Summary

The Comments by Status Report displays a list of comments attached to UB customer accounts filtered by comment status, creation date and close date.  The report will display the entry date, close date, UB customer account number and comment text. The comment text is the text entered in the Comment Body field when comments are added to a customer account (UB> Maintenance> Accounts> Comment tab).

Step by Step

1     Open the Comments by Status window (UB> Reports> Comments by Status).

2     Configure the report.

• Select the status of the comments you would like to include on the report in the Comment Status drop-down menu. You can only print the report for a single comment status.
  • Comment statuses are created in UB> Maintenance> Comment Status.
  • If a comment is closed, select Closed from the Comment Status drop-down menu to include the comment on the report. If the comment was originally of another type and changed to Closed when the comment was complete, that comment will only display on the report when you select Closed from the drop-down menu.
• The Entry Date of a comment is the date the comment was created on the UB customer account (UB> Maintenance> Account> Comment tab). Press DELETE to remove a date from a date field.
  • The entry date displays in the Creation Date field in UB> Maintenance> Account> Comment tab. The Creation Date field will default to the current date when the comment is created and cannot be modified.
• The Close Date From and Close Date To fields are used to filter the report by close date. Press DELETE to remove a date from a date field.
  • The close date of a comment is the date the status of the comment has been changed to a Closed status. The close date of a comment can also be manually entered if the user does not want to change the status of the comment to Closed.
  • The close date of a comment displays on a UB customer account (UB> Maintenance> Account> Comment tab> Close Date field).
• The Comments by Status Report will display the comment status, enter date, closed date, customer number and comment.
  • The Comment field in the report is pulled from the Comment field when the comment is created in UB> Maintenance> Account> Comments tab> Comment Body section.

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).