Summary

The Account by Service Rate report is designed to help users identify inconsistencies in standard service and rate combinations in order to better utilize the Consumption by Service Rate report. For example, if the Consumption by Service Rate report displays different consumption values for two service rates that should correspond, the Account by Service Rate report could be used to determine where these inconsistencies are occurring.

A user could enter the water service in the Filter field and the corresponding sewer service in the Check field in order to confirm that each account with water service does in fact have a corresponding sewer service. Any accounts that do not have both services would be displayed in the report, thereby identifying the cause of the inconsistent consumption.

Step by Step

1     Open the Account by Service Rate report window (UB> Reports Consumption> Account 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 account Status you would like to include in the report.
  • The account status is specified on the UB Account Maintenance window (UB> Maintenance> Account> Account tab> Account Status drop-down menu). 
• 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). 
• Select a Report Type from the drop-down menu.
  • The Summary report will include each account that is missing the service or service rate specified in the Check field. The report will display the Account Number, Customer Name, Service Address, Tag, Service Number, Service Name, Service Rate and Service Description for each of these accounts.
  • The Detailed report type will display everything included in the Summary report as well as the corresponding service or service rate specified in the Filter field. For example, a user could enter a water service in the Filter field and the corresponding sewer service in the Check field. The Summary report will display the missing service or service rate for each account. The Detail report will display the missing service or service rate as well as the specified filter service or service rate. This is helpful when generating the report with multiple filters or checks.
• Specify a connect date range for the report in the Connect Date From and Connect Date To fields to filter the accounts by the date they were initially connected.
  • The account connect date can be found on the Account Maintenance window (UB> Maintenance> Account> Account tab> Connect Date field).
• The Filter field is used to filter the accounts included in the report by service and service rate.
  • Click the ADD FILTER SERVICE drop-down menu and select Add Filter Services or Add Filter Service Rates to add one of these filters to the report.
  • This will launch either the Service or Service Rate Selection windows. Select the desired service or service rate and click the Select button   to add the filter to the report.
  • This filter field works in conjunction with the filters toggled to the left.
• The Check field is used to determine which services or service rates the report will be checking for.
  • Click the ADD CHECK SERVICE drop-down menu and select Add Check Services or Add Check Service Rates to add one of these checks to the report.
  • This will launch either the Service or Service Rate Selection windows. Select the desired service or service rate and click the Select button to add the check to the report.
  • The generated report will display any accounts that include the services or service rates specified in the Filter field but do not include the services or service rates specified in the Check field.

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.