Summary
The Detailed Meter Information Report displays meter and customer information filtered by route, sequence and/or install date. Only meters with an active connection on a lot will display on the report. You can view the connection status of a device in UB> Maintenance> Device> Connections tab> Status column. If the status column is Active, the device will be included on the report. The value in the Inventory Status field (Meter tab of the Device Maintenance window) does not determine if the device will display on the report.
The Detail Meter Information Report will only display meter devices, so backflow devices will not display on the report.
Step by Step
1 Open the Detailed Meter Information window (UB> Reports> Detailed Meter Information).
2 Configure the report.
- Select the meter routes that you would like to include in the report in the Routes field.
- Click SELECT ALL or press CTRL+A to select all of the routes in the Routes field.
- Select how you would like the report to sort in the Sort By drop-down menu.
- The sort option selected in the drop-down menu will be used as the primary sort option. After the records included in the report have been sorted by the primary sort option, they will be sorted in the following priority: route number, meter sequence number, and device serial/MXU/register number.
- Enter a meter sequence number in the Begin Sequence and End Sequence field to filter the report by sequence number.
- The route sequence number of a device is entered on the Service Request Input Wizard when the device is installed.
- You can view the route sequence number of a device in UB> Maintenance> Device> Connections tab> Sequence column.
- Enter a date in the Begin Install Date and End Install Date fields to filter the devices that display in the report by install date.
- The Install Date of a meter is the service date of the service request that installed the meter on the account. The Service Date field is entered during the first step of the Service Request Input Wizard.
- You can view the install date of a meter in UB> Maintenance> Device> Connections tab> Install Date column.
- If a meter reading is attached to a service request, the meter reading will not display on the report in the Last Reading and Last Read Date fields until the service request has been closed and committed in UB> Service Requests> Commit. Meter readings on uncommitted service requests will not display on the report and will not display on the Consumption tab of the Device Maintenance window (UB> Maintenance> Device> Consumption).
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.