Summary

The consumption reports process is designed to help users confirm their consumption values are balanced. The Summary by Service Rate report is the third step in the consumption balancing process.

This Summary by Service Rate report is used to confirm that the consumption amounts displayed in the Consumption by Service report were processed through the billing process. These two reports should be carefully compared in order to confirm that consumption values are balancing correctly.

Step by Step

1     Open the Summary by Service Rate report window (UB> Reports Consumption> Summary by Service Rate).

2     Configure the report.

• Check the toggle next to each Cycle you would like to include in the report.
  • By default, all cycles will be selected. You can check the toggle next to the field title to select or deselect all the displayed cycles. This applies to all of the following toggle fields as well.
  • Cycles are created and maintained on the Cycle Code Maintenance window (UB> Maintenance> Cycle Code).
• Check the toggle next to each Class you would like to include in the report.
  • Classes are created and maintained on the Class Maintenance window (UB> Maintenance> Class).
• Check the toggle next to each Zone you would like to include in the report.
  • Zones are created and maintained on the Zone Maintenance window (UB> Maintenance> Zone).
• Check the toggle next to each Tax Code you would like to include in the report.
  • Tax codes are created and maintained on the Tax Code Maintenance window (UB> Maintenance> Tax Code).
• Check the toggle next to each Subdivision you would like to include in the report.
  • Subdivisions are created and maintained on the Subdivision Maintenance window (SS> Maintenance> Subdivision).
• Check the toggle next to each Service Rate you would like to include in the report.
  • Service rates are created and maintained on the Service Rate Maintenance window (UB> Maintenance> Service Rate).
• Select a Report Type from the drop-down menu.
  • The Summary report will display the Service Number, Service Code, Service Description, Consumption Amount, Flat Amount, Tax Amount, Total Amount and Billable Consumption. The report will also provide report totals for each of those columns.
  • The Detailed report type will display everything included in the Summary report as well as the Account Number for each consumption line item and tiered consumption data, including tier level number, tier billing amount, and total tier consumption.
• Use the Date Type drop-down menu to specify whether the report will filter by transaction date, journal entry date or post date.
• Specify a date range for the report in the Date From and Date To fields.
  • A date range must be specified in order to run the report unless running the report for a single batch.
• The Batch Number field is used to generate the report for a specific committed or uncommitted New Billing or Final Billing batch.
  • When a specific batch is selected, the Cycle, Date Type, Date From, and Date To print options will be disabled.

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.