Summary

The Account by Service Rate report is designed to help users identify inconsistencies in standard service and rate combinations in order to better utilize the Consumption by Service Rate report. For example, if the Consumption by Service Rate report displays different consumption values for two service rates that should correspond, the Account by Service Rate report could be used to determine where these inconsistencies are occurring.

A user could enter the water service in the Filter field and the corresponding sewer service in the Check field in order to confirm that each account with water service does in fact have a corresponding sewer service. Any accounts that do not have both services would be displayed in the report, thereby identifying the cause of the inconsistent consumption.

Step by Step

1     Open the Account by Service Rate report window (UB> Reports Consumption> Account by Service Rate).

2     Configure the report.

• Check the toggle next to each Cycle you would like to include in the report.
  • By default, all cycles will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed cycles. This applies to all of the following toggle fields as well.
  • Cycles are created and maintained on the Cycle Code Maintenance window (UB> Maintenance> Cycle Code).
• Check the toggle next to each Class you would like to include in the report.
  • Classes are created and maintained on the Class Maintenance window (UB> Maintenance> Class).
• Check the toggle next to each Zone you would like to include in the report.
  • Zones are created and maintained on the Zone Maintenance window (UB> Maintenance> Zone).
• Check the toggle next to each account Status you would like to include in the report.
  • The account status is specified on the UB Account Maintenance window (UB> Maintenance> Account> Account tab> Account Status drop-down menu).
• Check the toggle next to each Subdivision you would like to include in the report.
  • Subdivisions are created and maintained on the Subdivision Maintenance window (SS> Maintenance> Subdivision).
• Select a Report Type from the drop-down menu.
  • The Summary report will include each account that is missing the service or service rate specified in the Check field. The report will display the Account Number, Customer Name, Service Address, Tag, Service Number, Service Name, Service Rate and Service Description for each of these accounts.
  • The Detailed report type will display everything included in the Summary report as well as the corresponding service or service rate specified in the Filter field. For example, a user could enter a water service in the Filter field and the corresponding sewer service in the Check field. The Summary report will display the missing service or service rate for each account. The Detail report will display the missing service or service rate as well as the specified filter service or service rate. This is helpful when generating the report with multiple filters or checks.
• Specify a connect date range for the report in the Connect Date From and Connect Date To fields to filter the accounts by the date they were initially connected.
  • The account connect date can be found on the Account Maintenance window (UB> Maintenance> Account> Account tab> Connect Date field).
• The Filter field is used to filter the accounts included in the report by service and service rate.
  • Click the Create icon drop-down menu and select Filter Services or Filter Service Rates to add one of these filters to the report.
  • This will launch either the Service or Service Rate Selection windows. Select the desired service or service rate and click the Confirm icon   to add the filter to the report.
  • This filter field works in conjunction with the filters toggled to the left.
• The Check field is used to determine which services or service rates the report will be checking for.
  • Click the Create icon drop-down menu and select Check Services or Check Service Rates to add one of these checks to the report.
  • This will launch either the Service or Service Rate Selection windows. Select the desired service or service rate and click the Confirm icon   to add the check to the report.
  • The generated report will display any accounts that include the services or service rates specified in the Filter field but do not include the services or service rates specified in the Check 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).