Summary
The Consumption Report displays consumption information associated with WO Equipment and Equipment Types.
Step by Step
1 Open the Outstanding Balances Report window (WO> Reports> Outstanding Balances).
2 Configure the report.
- Select a Report Type from the drop-down menu.
- The Summary report will display the Equipment code, Meter, Previous reading, Consumption amount, and Current reading.
- The Detail report will display everything included in the Summary report as well as the reading Date details and Notes.
- Enter an Equipment Type or click the field label to select one from a list.
- Equipment types are created and maintained on the Equipment Type Maintenance window (WO> Maintenance> Equipment Type).
- Enter an Equipment Code or click the field label to select one from a list.
- Equipment codes are created and maintained on the Equipment Maintenance window (WO> Maintenance> Equipment).
- Use the Units drop-down menu to filter the included records by unit.
- Units are created and maintained on the Units Maintenance window (WO> Maintenance> Units).
- Use the Date From and Date To fields to filter the report by a specified date range.
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).