Summary

The Summary by Class Report displays a summary of the billing, adjustment and penalty activity by class. Classes user-defined groupings that are attached to lots using the Lot Maintenance window (Lot icon> Lot tab> Class field). The report can also be filtered by service (water, electric, etc.) and transaction date.

UB customer accounts on lots that are not attached to a class will not display in this report. Uncommitted transactions will not be included in the report totals.

Step by Step

1     Open the Summary by Class window (UB> Reports> Summary by Class).

2     Configure the report. 

• Select the account classes you would like to include in the report in the Class field.
  • Click the toggle next to the field title to select all of the toggles in the field.
  • Classes are attached to lots using the Lot Maintenance window (SS> Maintenance> Lot> Lot tab> Class field).
  • Classes are created and maintained in the Class Maintenance window (UB> Maintenance> Class).
• Select the service you would like to include on the report in the Service List field.
  • Click the toggle next to the field title to select all of the toggles in the field.
  • All of the selected services will be grouped together on the report in a single line item.
• Enter a date range in the History Date From and History Date To fields.
  • The transactions included on the report will be filtered by transaction date. You can view the transaction date of a transaction on a customer account from the History tab of the Account Maintenance window (UB> Maintenance> Account> History tab> Account History sub-tab> Transaction Date column).
  • Uncommitted transactions will not be included on the report.

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.