Summary

The Consumption Revenue Report displays a filtered list of the revenue generated by the consumption on meters grouped by either meter size or lot class.

Step by Step

1     Open the Consumption Revenue window (UB> Reports> Consumption Revenue).

2     Configure the report.

• The Meter Size field is used to select the meters included in the report by meter size.
  • When a meter is attached to a customer account using a service request, you must select a device type to attach to the meter (generally the manufacturer and model of the meter). The device type attached to the meter determines the size of the meter. For example, the size of a water meter is determined by the water meter device type attached to the meter. If you would like to view or modify the size of a meter device type, use the Water Meter Device Maintenance window (UB> Maintenance> Water Device Type> Water tab> Device Size field).
• The Class field is used to select the classes that will be included in the report.
  • Classes are created and maintained using the Class Maintenance window (UB> Maintenance> Class).
  • Class codes are attached to lots using the Lot Maintenance window (Lot icon> Open a lot> Lot tab> Class field).
  • Select None to report on revenue not associated with a class.
  • If you would like to sort the report by class code, select class in the Sort Order drop-down menu.
• The Begin Date and End Date fields are used to filter the transactions that are included in the report by transaction date.
  • In order to prevent the report from negatively impacting system resources, the date range will be limited to one year.
• The Sort Order field is used to select how the information will be grouped on the report.
  • Select Size if you would like to group the report by meter size.
  • Select Class if you would like to group the report by class. The transactions on the report will be grouped by the classes selected in the Class field.
• The Report Type drop-down menu is used to select the level of detail that will display on the report.
  • Select Summary if you would like the report to display a single line item for each sort order grouping. For example, if you select Size in the Sort Order field, the summary report will display a single line item for each meter size included on the report.
  • Select Detail if you would like the report to display each meter included on the report. For example, if you select Size in the Sort Order drop-down menu and Detail in the Report Type drop-down, each meter will be displayed under the appropriate meter size.
• Check the Break Out Services toggle to first filter all the data in the report by UB Service.
  • When checked, the Sort Order and Report Type settings selected above will still determine how the data is displayed, but that data will first be broken out into each relevant UB Service.

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 PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• 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.