Summary

The Trend Monitoring Report will display the billed consumption, billings, payments and adjustments associated with a filtered list of transactions and UB customer accounts. Uncommitted transactions will not be included in the report.

Step by Step

1Open theTrend Monitoringwindow (UB Reports Trend Monitoring).

2Configure the report.

• Select the cycles you would like to include in the report in theCyclesfield.
  • ClickSELECT ALLor press CTRL+A to select all of the billing cycles in the field.
  • You can view the billing cycle attached to a customer account on the Account Master Maintenance window (UB Maintenance Account Account tab Account sub-tab Billing Cycle field.
• Enter a date in theFrom DateandTo Datefields to filter the transactions included in the report. The type of date that will be used to filter the report is selected in theDate Typefield.
• Select the type of date you would like to use to filter the report in theDate Typefield. This field is used in conjunction with theFrom DateandTo Datefields.
  • Only committed transactions will display in the report.
  • The journal entry date is the date the journal entry is posted to the general ledger. The journal entry date is generally entered during the GL Distribution Report step of a batch process.
    • You can view the journal entry date of a transaction on an account in UB Maintenance Account History tab Account History sub-tab JE Date field.
  • The post date is the date a transaction was committed and is not necessarily the same as the transaction or journal entry date.
    • You can view the post date of a transaction on an account in UB Maintenance Account History tab Account History sub-tab Post Date/Time column.
  • The transaction date is generally a user defined date entered during the generate step of a process. When generating a New Billing batch, the transaction date is entered in UB New Billing Generate Transaction Date field. When entering a receipt, the receipt date is the transaction date.
    • You can view the transactions date of a transaction on an account in UB Maintenance Account History tab Account History sub-tab Tran Date column.
  • TheCodesfield is used to select which transactions you would like to include on the report. You must check at least one of the toggles in the Codes field.
  • SelectServicesto include all transactions that are associated with a service. This includes all billings, payments, and adjustments on a service.
  • SelectFeeto include all transactions that are associated with a fee code.
    • Selecting fee will include adjustments made using adjustment type codes (UB Maintenance Adjustment Type) in the Adjustment Input Wizard. The report will display the fee codes attached to the adjustment type code; it will not display the adjustment type code associated with an adjustment.
    • Fee codes will be attached to adjustments, deposits, and billed service requests.
  • SelectTaxto include all transactions that are associated with a tax code.
    • Tax codes are created in Tax Code Maintenance window (UB Maintenance Tax Code) and are attached to service rates on the Winter Average/Taxes tab of the Service Rate Maintenance window (UB Maintenance Service Rate).
• Select the services that you would like to include in the report in theServicesfield.
  • ClickSELECT ALLor press CTRL+A to select all the services in the Services field.
• The Trend Monitoring Report will display a list of UB customer accounts and activity. The transactions will be grouped and totaled by consumption, billings, payments and adjustments.
  • The Consumption column on the report will display the billed consumption that has been committed. Unbilled meter readings will not be included in the consumption amount. If a consumption conversion multiplier was applied to the consumption when the billing was generated (UB New Billing Generate Convert Consumption To field), the report will display the converted value, not the value on the meter.
    • For example, if during the billing the consumption was converted from feet to gallons, the report will display the consumption on the meter multiplied by the conversion amount on the conversion table (UB Maintenance Consumption Conversion).

3Print the report.

• Once the required report settings have been specified, click the Print buttonto 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 iconnext 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.