Summary

The Accounts by Service Report displays a list of services and service rates filtered by billing cycle, account status, connect date, service and service rate. The report displays the customer information, account status, service connect date and service rates attached to the service. You can view the service and service rates attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Service Rates tab).

Step by Step

1     Open the Accounts by Service window (UB> Reports> Accounts by Service).

2     Configure the report.

• Select the billing cycles you would like to include in the report in the Cycles field.
  • Click the toggle next to the field title to select all billing cycles.
• Enter a date in the Connect From and Connect To field to filter the accounts that display in the report by service connect date.
  • You can view the service connect date on an account in the Connect Date field (UB> Maintenance> Account> Account tab> Account sub-tab).
• Select the statuses of the UB customer accounts that you would like to include on the report in the Account Status field.
  • Click the toggle next to the field title to select all of the toggles in the field.
• Select the Service you would like to include on the report in the drop-down menu. You can select only one service.
• Select the Service Rates you would like to include on the report in the Service Rates field.
  • The service rate field will only display the service rates attached to the service selected in the Service drop-down menu.
  • Only accounts with the selected service rates will display on the report. If the account has more than one service rate and only one of the service rates is included on the report, the account will still display in the report, but only the selected services rates will display in the Related Service Rates on Account column.
  • Click the toggle next to the field title to select all of the toggles in the field.

3     Print 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 Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• 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. This section will display the last three times the report was generated.