Summary

TheAllocationBillingUsageStatementreport displays the consumption totals for a specified range of years.

Step by Step

1Open theUsageStatementreport window (UB Reports -AllocationBillingUsageStatement).

2Configure the report.

• Check the toggle next to eachCycleyou would like to include in the report.
  • Cycles are created and maintained on the Cycle Code Maintenance window (UB Maintenance Cycle Code).
• Check the toggle next to eachClassyou 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 eachAccount Statusyou would like to include in the report.
  • The account status is specified on theUBAccount Maintenance window (UB Maintenance Account Account tab Account Status drop-down menu).
• TheYear FromandYear Tofields are used to set the start and end years for the period covered in the report.
  • The year range is limited to six years.
• TheFirst Convert Year Totals ToandSecond Convert Year Totals Todrop-down fields are used to select consumption conversions for the total year consumption values displayed on the report.
  • For example, if the meter being reported on records consumption in Liters, and a Consumption Conversion is set up to convert Liters to Gallons, that conversion can be selected to generate a report with Gallons as the consumption value.
  • Consumption Conversions are set up on the Consumption Conversion Maintenance screen (UB Maintenance Consumption Conversion).
  • These fields will only be enabled if the Year Totals toggle is checked below.
• TheMessagefield is used to add astatementmessages that will display on the report.
  • The drop-down field will display anystatementmessages set up to be attached toUsageStatement. If the field is left blank, no message will be displayed.
  • StatementMessages are created and maintained on theStatementMessage Maintenance screen (UBMaintenanceStatementMessage).
• TheOnly include accounts with a value in this fielddrop-down menu is an optional field that allows users to limit accounts in the report to those that include a value in a specified Misc Decimal field on the Lot record.
  • For example, if an agency were to use the Decimal 1 field on the lot record to record a value specific toallocationbilling, and then select that Decimal 1 field in this drop-down menu, only those accounts with a value in that field would be included in the report.
  • If an agency has changed the field names for the Decimal fields on the lot record, those custom field names will display here.
• Check the6 Month Totalstoggle to include the first six months consumption totals for each year on the report.
• Check theYear Totalstoggle to include the consumption totals for each year on the report.
• Check theExceeds AnnualAllocationtoggle to filter the accounts included in the report to those with a converted yearly total amount for the most recently entered year that exceeds theAllocationAmount.
• The report will include the Account Number, Account Name, Service Address, Month column, Year columns, Average column, 6 Month totals, and Year Totals. If aStatementMessage is selected it will display below the Month/Year columns. The bottom of the report will display the Device Size, Device Model, Serial Number, Route/Sequence, and Manufacturer of any active meter on the account. If the 12-monthusagehas exceeded theUsageAllocationamount, thestatementwill include an **ExceededAllocation** notice.

3Print 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 PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• Click the Schedule iconnext to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and clickSUBMIT.
• 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.