Summary

The Comments Report displays the comments entered into customer accounts in the Account Maintenance window (AR Maintenance Account Comments tab) filtered by comment date.

Step by Step

1     Open the Comments Report window (AR> Reports> Comments).

2     Configure the report.

• Select the Billing Cycles and Comment Codes to include in the report.
  • All Comment Codes will be selected by default.
  • Customer comment codes are maintained in the Comment Code Maintenance window (AR> Maintenance> Comment Codes).
• Select a Date Type from the drop-down menu.
  • The date type selected in the section will determine what date type is used in the From Date and To Date fields.
• Enter a date in the From Date and To Date fields to filter the report by a date range or leave the date range blank to include all comment history.
  • You can also enter a date in either the From or To field to set a minimum or maximum to filter the report by.
  • The date range is creating a filter for the comment date. Comment dates are defined in the Comment Code Maintenance window (AR> Maintenance> Account> Comment tab> Date fields).
• Select the Sort Type to determine if the report will sort by comment code or account number.
• Select the customer accounts that will appear in the report.
  • Click the Create icon and choose the accounts from the Account Selection window.
  • If you want to select more than one customer account you can hold down CTRL and click on the accounts you want to include in the statement. Each account you select will print on a separate activity statement and they will not be summed together.
• The Comments Report will display the customer number, account number, module, support code, date, system status and comments.

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).