Summary

The consumption by Meter Size Report will display the consumption on a selected meter type (water, gas, electric) sorted by meter size. The size of a meter is set up on the device type attached to the meter and can be viewed on the Device Maintenance window (UB> Maintenance> Device> Meter tab> Size field). Electric meters do not have a meter size, so the consumption on electric meters will be grouped together on a single line item.

The Meter Status drop-down menu allows you to select the status of the meters you would like to include on the report. The report will only include devices that are installed on customer accounts or are on uncommitted service request. If a meter has an inventory status of Installed (UB> Maintenance> Device> Meter tab> Inventory Status field), but has not been installed on a customer account using a service request the meter will not display on the report.

The Consumption by Meter Size Report includes a consumption conversion so you can convert the consumption that displays on the report to the same unit. If you do not use a consumption conversion, the report will display the consumption on the meter as it was read. For example, if there is 100 acre feet of consumption on a meter, and 100 cubic feet of consumption on another meter on the report, both devices will display 100 units of consumption on the report. In order to use the consumption conversion feature, there must be a conversion formula set up on the conversion table (UB> Maintenance> Consumption Conversion) for each unit type set up on a device type. For example, if the meters are read in cubic feet and acre feet, you will need to create a consumption conversion formula to change both cubic feet and acre feet into gallons.

The status of the customer account (Active, Suspended, Final, Vacation, Delete) attached to the device will not affect the devices that display on the report. All active meters in the route selected to report on will display on the report.

Step by Step

1     Open the Consumption by Meter Size window (UB> Reports> Consumption by Meter Size).

2     Configure the report. 

• Select the meter routes you would like to include on the report in the Routes field.
  • Click the toggle next to the field title to select all of the routes in the Routes field.
  • You can view the route attached to a device in UB> Maintenance> Device> Connections tab.
• Select the meter sizes you would like include on the report in the Meter Sizes field.
  • Click the toggle next to the field title to select all of the sizes in the Meter Sizes field.
• Select a conversion in the Convert To drop-down menu to convert the consumption that displays on the report to another unit type. If you do not select a conversion, the consumption will display on the report as it was read. For example, if there is 100 acre feet of consumption one meter and 100 cubic feet of consumption on another meter, both devices will display 100 units of consumption on the report. The Convert To drop-down menu allows you to convert the consumption on both meters to a single unit type such as acre feet or cubic feet.
  • The Convert To drop-down menu will display all Consumption Conversions created in UB> Maintenance> Consumption Conversions.
  • The consumption amount in the report is pulled from the Consumption field of the Meter History table and is multiplied by the conversion selected in the Convert To field.
• Enter a Reading Period and Reading Year of the meter reading you would like to include in the report. This will filter the consumption that displays in the report by meter read period and year.
  • If a meter does not have a reading during the reading period and reading year it will still display on the report. This filter is used to filter the consumption that displays on the report, not the meters.
  • The Reading Period and Reading Year of a reading are entered when you import the meter reads (UB> Meter Management> Readings Import> Import Meter Information window> Read Period and Read Year fields). You can view the read period of a meter reading from the Device Maintenance window (UB> Maintenance> Device> Consumption tab> Period column).
• Select the device types you would like to include in the report in the Device Type drop-down.
  • If you select Electric devices, all devices will be grouped together on the report as meter size is not associated with electric meters.
• Select a Meter Status from the drop-down menu to filter the report by the status of the meter connection.
  • Select All to include all meters on the report.
    • Meters attached to an uncommitted add device service request will have a Pending connection status until the service request is committed (UB> Service Requests> Commit). In order to include meters attached to uncommitted add device service requests you must select All in the Meter Status drop-down menu.
  • You can view the connection status of a device from the Device Maintenance window (UB> Maintenance> Device> Connections tab> Status column).
  • A meter will have an Active status when it is installed on a customer account.
  • The connection status will be set to Removed when a remove device service request has been committed on the customer account.
  • The connection status will be Inactive if the status was manually changed from the Device Maintenance window.
• The Display tiers by service field is used to display service consumption data by tier for each meter included in the report.
  • When a service is selected, the report will display information about the tiers that were billed for the selected service and meter size. The report will also display the number of accounts for each displayed tier.
• The report will display the following information:  meter size, number of accounts, consumption and totals of the consumption, and number of accounts columns.
  • The number of accounts column is the total number of active meters attached to the route or routes that were selected in the Begin and End Route range fields. The meter does not have to have consumption during the read period and year to be included in the number of accounts column.
  • The consumption column will display the consumption as it was read on the meter if a consumption conversion was not selected in the Convert To drop- down menu.
    • If a conversion was selected in the Convert To drop-down menu, the consumption on the device will be multiplied by the conversion amount set up on the conversion table (UB> Maintenance> Consumption conversion) based on the unit type attached to the device. For example, if the consumption was read in cubic feet and is changed to gallons, the consumption read on the meter (100) will be multiplied by the conversion amount (7.48000) and then the service rate will be applied to the modified consumption amount (748).

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.