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UB Consumption by Report

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Summary

The consumption reports process is designed to help users confirm their consumption values are balanced. The Consumption by report is the first step in the consumption balancing process.

The Consumption by report is meant to help users validate that all consumption processes are represented in Springbrook. This report uses the meter history to sort and display all consumption readings in a specified time period.

Step by Step

 

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

 

2     Configure the report.

  • Check the toggle next to each Route you would like to include in the report.
    • By default, all routes will be selected. You can use the Select All or Deselect All   icons to select or deselect all the displayed routes. This applies to all of the following toggle fields as well.
    • Routes are created and maintained on the Route Maintenance window (UB> Maintenance> Route).
  • 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 Meter Status you would like to include in the report.
    • A specific meter's status can be viewed on the Device Maintenance window (UB> Maintenance> Device> Electric Meter or Water Meter tab> Device section> Status field).
      • A meter will have an Active status when it is installed on a customer account.
      • The meter status will be set to Removed when a remove device service request has been committed on the customer account.
      • The meter status will be inactive if the status was manually changed on the Device Maintenance window.
  • 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 Brief report type will display the consumption totals within the specified period or date range for each group selected below. The report will also provide a total consumption amount for the period or date range.
    • The Detailed report type will display everything included in the Brief report as well as the Route Sequence, Serial/MXU/Register Number, Account Number, Period, Year, Read Date, Multiplier, Divisor, and Original Reading.
  • Specify a reading period range for readings included in the report with the Reading Period FromReading Year FromReading Period To and Reading Year To fields.
    • If a reading period range is not specified, a read date range must be specified below.
  • Specify a read date range for the readings included in the report with the Read Date From and Read Date To fields.
    • If a read date range is not specified, a reading period range must be specified above.
  • Select a Device Type from the drop-down menu.
  • Select a conversion unit from the Convert To drop-down menu if you would like to convert the read units to a different display unit on the report.
    • Conversion units are created and maintained on the Consumption Conversion Maintenance window (UB> Maintenance> Consumption Conversion).
  • Select the report sorting options from the Group One and Group Two drop-down menus. This will determine how the report is sorted and displayed.

 

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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