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UB Meter Readings Proof List

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Summary

The Meter Reading Proof List is used to verify that the current meter readings have been input correctly on customer accounts. Run this report after meter reads have been manually input (UB> Meter Management> Input New) or imported (UB> Meter Management> Readings Import).

Since the Meter Reading palette is not a batch process (for example, like the New Billing process), the Meter Reading Proof List Report is a filtered report rather than a report that contains the transactions of a batch. Use the filters to generate a report that contains the desired meter readings. The only fields that are required are the beginning date and ending date fields. You should also select the account statuses you would like to include in your report in the Include section.

Step by Step

 

1     Open the Meter Management Proof List (UB> Meter Management> Proof List).

 

2     Configure the report.

  • Select the meter routes you would like to include on the Proof List in the Route field.
    • Click the toggle next to the field title to select or deselect all the displayed routes.
  • Select how the report will filter in the Filter By drop-down menu. The selection in this field will determine which fields are enabled in the Meter Management Proof List window.
  • To filter the report by read date, enter a Begin Reading Date and End Reading Date of the meter reads you want to include in the report. These fields will only be enabled if Date is selected in the Filter By drop-down menu.
    • Enter the earliest date of meter readings you want to include in the meter reading proof list in the Begin Date field.
    • Enter the latest date of meter readings you want to include in the meter reading proof list in the Ending Date field.
    • You can view the read date of a meter reading in the Read Date column on the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab).
  • To filter the report by period, enter a Period and Year of the meter readings you want to include in the meter reading proof list. These fields will only be enabled if Period is selected in the Filter By drop-down menu.
  • Select the Account Status of the customer accounts you would like to include in the report. Only meter readings attached to a customer account of a selected status will display on the report.
    • Customers will have a Final status if they have been processed in the Final Account Wizard.
  • The Primary Meter ID field is used to display the selected primary meter ID description associated with the serial number, MXU, or register ID in the report header with the primary meter ID value displayed in the meter detail row below.
  • Check the Display all meter IDs toggle if you would like to display the two primary meter IDs not chosen above in a second row for the meter. The report header will also display these other two primary meter ID descriptions below the one selected above.
  • Check the Include reads with zero consumption toggle if you would like to include meter readings with no consumption on the report.
  • Check the Service Address and Customer Name show on one line toggle to prevent long service addresses or customer names from creating a second line on the Proof List line item. Long service addresses or customer names may be truncated when this toggle is checked.
  • The Meter Reading Proof List Report displays the route number, sequence number, serial/MXU/register numbers, service address, UB customer number, customer name, read date, meter read period and year, meter status, beginning read (previous read on the meter), current read, consumption and account status. The total number of meters read on the route and the total consumption amount is tallied at the end of the report.
    • The Meter Status column will display the connection status of the meter on the customer account. For example, if the meter has been removed from the lot, the connection status of the meter will be Removed. You can view the connection status of a meter from the Connections tab of the Device Maintenance window (UB> Maintenance> Device> Connections tab> Status field).

 

3     Print the report.

  • Once the required report settings have been specified, click the Print button   to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
    • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
    • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.
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