UB Credit Balance by Cycle Report

Updated on Jul 17, 2023

Summary

The Credit Balance by Cycle Report will display customer accounts with a credit balance or customer accounts with a credit balance on a service. The report can be filtered by billing cycle and customer account status. Uncommitted transactions on a customer account will not be included when calculating the credit balance.

Step by Step

1 Open the Credit Balance by Cycle window (UB> Reports> Credit Balance by Cycle).

2 Configure the report.

Select the billing cycles of the customer accounts you would like to include on the report in the Cycles field.
- Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck the toggles of the selected billing cycles.
The Account Status field is used to select the status of the customer accounts you would like to include on the report.
The Credit drop-down menu is used to select how customer accounts will be selected for the report.
- Select Balance if you would only like customer accounts with a credit balance to display on the report.
- Select Any Service is you would like customer accounts with a credit balance on a service attached to the account to display on the report. For example, if a customer account has a credit balance on the Water service but owes money on their gas service, the customer account will display on the report.
  - When a customer account is included on the report, the report will display the balance on each service.

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).