Summary

The Top Users Report will display a list of the top users of a service. The UB customer accounts included in the report can be filtered by New Billing batch, service rate, billing cycle and/or account class. Top users can be ranked by the dollar amount of the bills or billable consumption.

Step by Step

1     Open the Top Users window (UB> Reports> Top Users).

2     Configure the report.

• When generating a Top Users report, you must select either a New Billing batch, billing cycle or account class. You cannot filter the report by more than one of those options. For example, you cannot filter the report by billing cycle and account class.
• The Service Rates field is used to select the service rates you would like to include in the report. Only those accounts that include the selected service rates will be included in the report.
  • This field will display the available service rates associated with the Service selected to the right.
  • All service rates will be selected by default.
• The Batch Number field allows you to filter the accounts in the report by committed New Billing batch. Click the Batch Number field label to select a committed New Billing batch from a list.
• The Billing Cycle drop-down menu is used to filter the accounts included in the report by billing cycle.
  • You can view the billing cycle attached to a specific UB customer account on the Account Master Maintenance window (UB> Maintenance> Account> Account tab> Account sub-tab> Billing Cycle field).
• The Account Class drop-down menu allows you to filter the report by the class attached to the lots.
  • Account classes are created and maintained in the Account Class Maintenance window (UB> Maintenance> Account Classes).
  • Account classes are attached to lots using the Lot Maintenance window (Lot icon> Open a lot> Lot tab> Classes drop-down menu).
• The Service drop-down menu is used to select which service will be used for the top users report. Consumption or billings on the selected service will be used to generate a list of the top users.
  • Consumption on a meter is associated with a bill type not a service. In order to calculate the consumption on a service, the report matches the consumption on meters with the service rates of the same bill type. The service associated with those service rates is then used as the service associated with the consumption.
• The History Date To and History Date From fields are used to filter the transactions that display on the report by transactions date.
  • You can view the transactions date of a transaction on a customer account on the History tab of the customer maintenance window (UB> Maintenance> Account).
• Select how you would like to determine the top users in the Calculate by drop- down menu.
  • Select Billable Consumption if you would like to generate a list of top users by billable consumption. This option will generate a list of top users by the consumption read on meters during the date range entered in the History Date From and History Date To fields. The report will include both billed and unbilled consumption on the report.
    • The consumption on the report will be filtered by the read date of the meter readings. If a meter reading does not fall within the date range entered in the History Date From and History Date To fields the consumption on that meter reading will not be included on the report.
    • Consumption attached to subtract or exempt meters will affect the consumption that displays on the report. For example, if a subtract meter is attached to a customer account, the consumption on the subtract meter will be subtracted from the consumption on the meter on the report.
  • Select Calculated Consumption if you would like to generate a list of top users by calculated consumption.
    • Calculated consumption is calculated as: (consumption) x (cons multiplier or cons divisor on the UB device)
  • Select Dollar Amount if you would like to generate a list of top users by the billed amount on the service selected in the Service drop-down menu.
• Select the number of records you would like to display on the report in the Results drop-down menu. For example, if you would like to generate a top ten users list, enter 10 in this 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).