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UB Consumption by Type Report

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Summary

The Consumption by Type Report allows you to group the meter consumption by meter size and/or the miscellaneous 1 or miscellaneous 2 fields attached to the lot on the accounts. The report will group the consumption that displays on the report by consumption inside the city and consumption that is outside of the city. If the In City toggle is checked on the lot record (UB> Maintenance> Account> Lot tab> In City toggle), the consumption on the meter on that lot will display in the In City column on the report.

Step by Step

1     Open the Consumption By Type window (UB> Reports> Consumption by Type Report).

 

2     Configure the report. 

  • Select the meter read routes you would like to include in the report in the Route field.
    • Click the toggle next to the field title to select all of the routes in the field.
    • Meter routes are attached to devices, not UB customer accounts. You can view the meter route attached to a device on a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab).
  • Select the billing cycles you would like to include on the report in the Billing Cycle field.
    • Click the toggle next to the field title to select all of the billing cycles in the field.
    • A billing cycle is attached to a UB customer account when the account is created using the New Account Wizard. You can view the billing cycle attached to a UB customer account using the Account Master Maintenance window (UB> Maintenance> Account> Account tab> Billing Cycle field).
  • The Type and Sub Type drop-down menus are used to select the type of consumption that is included on the report.
    • Select Meter Size if you would like to group the consumption on the report by the meter size attached to the device.
    • Select Lot Miscellaneous 1 or Lot Miscellaneous 2 if you would like to group the consumption by the value in the miscellaneous field attached to the lot record.
      • You can view the values in the miscellaneous 1 and miscellaneous 2 fields on the lot attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Lot tab> Miscellaneous sub-tab).
      • The label of the miscellaneous 1 and miscellaneous 2 fields will vary depending on the label set up for those fields using the miscellaneous fields labels maintenance feature (SS> Utilities> Miscellaneous Fields Labels).
  • The Reading begin and Reading end fields are used to filter the meter reading included on the report.
    • You can view the meter read date on a meter reading using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab). You can also view the meter readings on a device using the Device Maintenance window (UB> Maintenance> Device> Consumption tab).
  • The Reading period and Reading year fields are used to filter the readings that display on the report by the read period and read year. You can view the read period and read year of a meter reading using the Account Master Maintenance window (UB> Maintenance> Account> Device tab> Meter History sub-tab). You can also view the meter readings on a device using the Device Maintenance window (UB> Maintenance> Device> Consumption tab).

 

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.
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