Summary

The Credit Balance by Cycle Report will display customer accounts with a credit balance or customer accounts with a credit balance on a service. The report can be filtered by billing cycle and customer account status. Uncommitted transactions on a customer account will not be included when calculating the credit balance.

Step by Step

1     Open the Credit Balance by Cycle window (UB> Reports> Credit Balance by Cycle).

2     Configure the report. 

• Select the billing cycles of the customer accounts you would like to include on the report in the Cycles field.
  • Click the toggle next to the field title to select all of the toggles in the field.
• The Account Status field is used to select the status of the customer accounts you would like to include on the report.
• The Credit drop-down menu is used to select how customer accounts will be selected for the report.
  • Select Balance if you would only like customer accounts with a credit balance to display on the report.
  • Select Any Service is you would like customer accounts with a credit balance on a service attached to the account to display on the report. For example, if a customer account has a credit balance on the Water service but owes money on their gas service, the customer account will display on the report.
    • When a customer account is included on the report, the report will display the balance on each 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 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.