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UB Labels by Zip Report

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Summary

The Labels by Zip report displays a list of addresses in mailing label format. These address labels can be filtered by billing cycle and account status.

Step by Step

 

1     Open the Labels by Zip report (UB> Reports> Labels by Zip).

 

2     Configure the report.

  • Check the toggle next to each Billing Cycle you would like to include in the report. Press CTRL+A and then press SPACE to select all billing cycles.
    • When more than one billing cycle is included, the address labels will be grouped by billing cycle and then sorted by zip code.
    • Billing cycles are used to group UB customers into sets of accounts that can be billed in the same batch. Billing cycles are created and maintained on the Billing Cycle Maintenance window (UB> Maintenance> Cycle Code).
    • Billing cycles are associated with UB accounts when the account is created. The billing cycle associated with an account can be updated on the Account Maintenance window (UB> Maintenance> Account> General tab> Billing Cycle field).
  • Check the toggle next to each Account Status you would like to include in the report. Press CTRL+A and then press SPACE to select all account statuses.
    • The account status is set on the Account Maintenance window (UB> Maintenance> Account> General tab> Account Status drop-down menu).
  • Check the Print service address toggle to print the service address associated with the lot (when present) rather than the standard address associated with the UB or customer account.
  • The report will display every address in the selected billing cycles that meets the selected account status. Each page will display 30 addresses in three columns and 10 rows.

 

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).
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