Summary

The Consumption by Service Report displays the total consumption filtered by meter route and grouped by service. Meters are included on the report by the service rates attached to the customer account. The consumption on a meter will only be included on the report if there is an active service rate on the customer account that has the same bill type as the meter. For example, if a meter has a bill type of WATER, the consumption on that meter will only be included on the report is the customer account attached to that meter has an active service rate for the WATER bill type. Bill types are attached to service rates using the Service Rate Maintenance window (UB> Maintenance> Service Rates> General tab> Bill Type field).

The consumption on the meter will display on the report twice if there are two service rates of the same bill type attached to the customer record attached to the meter. For example, if a meter has a bill type of WATER and there are two active service rates on the customer account with a bill type of WATER, the consumption on the meter will display on the report twice. The consumption on the meter will display on the report even if the service rate is set up as a flat amount.

You can generate the report in summary or detailed format. The summary version of the report will display a separate line item for each service rate attached to the customer account on the meter that has the same bill type as the device. For example, if you generate the report for a meter route that only contains WATER bill type meters and all of the customer accounts attached to those meters have service rate WATER1 (which is set up as a WATER bill type service rate), all of the meters on the route will be combined into a single line item that reads WATER1.

The detail version of the report will display each meter separately on the report, including the meter route, sequence, and serial number and the customer account number.

Step by Step

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

2     Configure the report. 

• The Route field is used to select the meter routes you would like to include on the report.
  • Click the toggle next to the field title to select all of the routes.
  • You can view the route of a meter attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter Details sub-tab> Route-Sequence field).
• The Report Type drop-down menu is used to select the level of detail you would like to display on the report.
  • Select Summary if you would like all of the meters on the report to be totaled by the service rate attached to the customer account. Each service rate will display as a separate line item on the report.
  • Select Detail if you would like all of the meters to display on the report. This will add the meter route, sequence and serial number to the report along with the customer account number of the customer attached to the meter.
• The Service drop-down menu is used to select the services you would like to include on the report.
• 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.
• The Reading Period and Reading Year fields are used to filter the meter readings that are included on the report.
  • The reading period and reading year of a meter read are set in the Meter Reading Import window when the meter readings are imported into the application (UB> Meter Management> Readings Import> Reading Period and Reading Year fields).
  • You can view the read period and read year of a meter reading on a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab> Reading Period/Year column).
• The Device Type drop-down menu is used to select the device type you would like to include on the report.
  • Device types are attached to meters when they are created or installed on the account using the Service Request Input Wizard. You can view the device type attached to a meter on an account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Details section> Device Type column).

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.