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UB Consumption by Class Report

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Summary

The Consumption by Class Report displays the consumption of UB customer accounts that belong to account classes. The report can be filtered by the meter read date and service (water, electric, etc.). Account classes are user-defined groupings of customer accounts that are attached to UB customer accounts on the Account Master Maintenance window (UB> Maintenance> Account> Lot tab> Details section).

The report will only display the consumption on meters that are attached to UB customer accounts that belong to an account class. The consumption on unbilled meter readings will be included on the report.

Step by Step

 

1     Open the Consumption by Class window (UB> Reports> Consumption by Class).

 

2     Configure the report.

  • Select the account classes you would like to include in the report in the Class field.
    • Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all of the highlighted toggles.
    • All account classes included in the report will create a separate line on the report.
    • Accounts classes are created and maintained in the Account Class Maintenance window (UB> Maintenance> Account Class).
  • Select the service you would like to include on the report in the Service field.
    • Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all of the highlighted toggles.
    • All of the selected services will be grouped together on the report in a single line item.
  • Enter a date range in the Reading Begin Date and Reading End Date fields to filter the meter readings included on the report by read date.
    • The consumption included on the report will be filtered by meter read date. You can view the meter read date of a read on a customer account from the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab).
    • The consumption on unbilled meter readings will be included on 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).
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