Summary

The Account History Report is launched from the Account Maintenance window (UB> Maintenance> Account> History tab> Print icon  ). The report displays the Transaction Date, Transaction Type, Description and Amount for each included transaction. The report will also include the Description, Read Date, Reading, and Consumption values for each meter included in the report.

Step by Step

1     Open the Account History window (UB> Maintenance> Account> History tab> Print icon  ).

2     Configure the report.

• Select the account transaction types you would like to include in the history report.
  • Press CTRL+A to select all transaction types. Press SPACE to check or uncheck the highlighted toggles.
  • Hold down SHIFT to select a range of billing cycles. Press SPACE to check or uncheck the highlighted toggles.
• Use the Sort By drop-down menu to specify whether you want the report to be sorted by post date or transaction date.
• Use the Meter Info drop-down menu to specify which (if any) meters you would like included in the report.
• Enter a date range in the Date From and Date To field to filter the account transactions that display in the report.
• Check the Only display meter usage history toggle to generate a meter usage report that excludes all other account history.
  • When this toggle is checked, the transactions and Sort By fields will be disabled. The No Meters option under the Meter Info drop-down menu will also be disabled.
• The report will display the Transaction Date, Transaction Type, Description and Amount for each included transaction. The report will also include the Description, Read Date, Reading, and Consumption values for each meter included in the report.
  • When the Only display meter usage history toggle is checked, the report will only display the Description, Read Date, Reading, and Consumption values for each meter included in the report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).