Summary

Meter Sheets Report is list of meters filtered by meter read route and is used to manually record meter readings. If meter readings are imported you probably will not use this report. The Meter Sheets Report displays a list of Active meters that are attached to customer accounts and is sorted by meter route and route sequence number. A meter will not display on the report if it has been removed from a UB customer account using a remove meter service request.

After meter readings are entered on the meter read sheets, the reading can be manually entered in UB> Maintenance> Input New.

Step by Step

1     Open the Meter Sheets window (UB> Meter Management> Meter Sheets).

2     Configure the report. 

• Select the meter routes to include on the report.
  • Click the toggle next to the field title to select or deselect all the displayed routes..
  • Meter routes are created and maintained in UB> Maintenance> Route.
• Check the status of the accounts you would like to include on the meter sheets.
  • You can view the status of an account in UB> Maintenance> Account> Account tab> Account Status field.
• The Meter sheets will display the route number, sequence number, customer number, reference number, account status, service address, customer name, meter serial/MXU/register number, begin read, a blank space for new reading, meter location and a blank area for comments.
  • The New Reading and Comments column on the report are used to enter the meter reading and notes.
  • The reference column is pulled from the Reference field found in UB> Maintenance> Account> Account tab.
  • The location column on the report will display the location of the meter at the address it is installed at.
    • You can view the location of a device in UB> Maintenance> Device> Connections tab> Location 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.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• 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.