Summary

The Labels by Zip report displays a list of addresses in mailing label format. These address labels can be filtered by billing cycle and account status.

Step by Step

1     Open the Labels by Zip report (UB> Reports> Labels by Zip).

2     Configure the report.

• Check the toggle next to each Billing Cycle you would like to include in the report.
  • Click the toggle next to the field title to select all billing cycles.
  • When more than one billing cycle is included, the address labels will be grouped by billing cycle and then sorted by zip code.
  • Billing cycles are used to group UB customers into sets of accounts that can be billed in the same batch. Billing cycles are created and maintained on the Billing Cycle Maintenance window (UB> Maintenance> Cycle Code).
  • Billing cycles are associated with UB accounts when the account is created. The billing cycle associated with an account can be updated on the Account Maintenance window (UB> Maintenance> Account> General tab> Billing Cycle field).
• Check the toggle next to each Account Status you would like to include in the report.
  •  Click the toggle next to the field title to select all account statuses.
  • The account status is set on the Account Maintenance window (UB> Maintenance> Account> General tab> Account Status drop-down menu).
• Check the Print service address toggle to print the service address associated with the lot (when present) rather than the standard address associated with the UB or customer account.
• The report will display every address in the selected billing cycles that meets the selected account status. Each page will display 30 addresses in three columns and 10 rows.

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.