Summary

The Export Assistance Accounts tool is used to export a filtered set of data about the category-based UB assistance program. The standard Assistance Account Export file includes the Account Number, Start Month, Start Year, End Month, End Year, Total Consumption, and Total Bill Amount values for the included accounts.

Step by Step

1     Open the Export Assistance Program Accounts window (UB> Utilities> Export Assistance Accounts).

2     Select the information to be exported.

• The Service Number field is used to select the UB services that will be included in the export. Check the toggles of the services you would like to include.
  • Services are created and maintained on the Service Maintenance window (UB> Maintenance> Service).
• The Device Types field is used to select the device types that will be included in the export. Check the toggles of the device types you would like to include.
  • Device Types are created and maintained on the Device Type Maintenance windows (UB> Maintenance> Device Type).
• The Service Rates field is used to select the service rates that will be included in the export. Check the toggles of the service rates you would like to include.
  • Service Rates are created and maintained on the Service Rate Maintenance window (UB> Maintenance> Service Rate).
• The Configuration drop-down menu is used to select a user-configured data export file or to select the standard data export.
  • User-configured export files are created and maintained on the Export Configuration Maintenance window (SS> Maintenance> Export Configuration).
  • Click the Display Report Layout icon   at the top of the window to display the format of the file that will be created. This will open a window that displays the fields included in the data export file, the length of each field and the position of the field on the data export file.
• Enter the Category or click the field label to select the UB assistance program category from a list.
  • Springbrook uses a user-specified UB category to control which accounts are enrolled in the assistance program.
  • Categories are created and maintained on the Category Maintenance window (UB> Maintenance> Category).
• The Begin Date and End Date fields are used to filter the exported assistance account data by a specified date range.
• Check the Only report on selected Service Rates toggle to limit the consumption and bill amount data included in the export to only the consumption and bill amount data associated with the selected service rates in the Service Rates field to the left.
• Click the Create icon   drop-down and select Add Account or Add Lot to generate the export file for a specific set of UB accounts or lots. Only one of the Accounts or Lots fields can be used for an export.

3     Create the export file.

• Click the Confirm icon when complete to create the export file.
  • You can view the progress of the export on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
• Once the export has finished processing, the Export Settings window will open. This window is used to specify the export path for the export file.
  • Check the Open toggle if you would like to open the exported file after it is saved locally.
  • Enter the export path location and click the Save icon to export the file to the local path.