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UB Backflow Test Results Report

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Summary

The Backflow Test Results report displays a filtered set of backflow meter testing results.

Step by Step

 

1     Open the Backflow Test Results window (UB> Reports> Backflow Test Results).

 

2     Configure the report.

  • Select a Report Type from the drop-down menu.
    • The Summary report will display the device Serial Number, Status, Test Period, Service Address, Installed Account number and Current Result.
    • The Detail report will display everything included in the Summary report as well as the Occurrence, Result and any notes included on the test.
  • The Backflow Status field is used to limit the report to either Active or Removed backflow meter status.
    • If (All) is selected, both statuses will be included in the report.
  • Select a Test Period from the drop-down menu to filter the report by period.
    • If (All) is selected, all periods will be included in the report.
  • The Test Status field is used to limit the report to either Pass or Fail status.
    • If (All) is selected, both statuses will be included in the report.
  • Enter a test date range in the Test Date From and Test Date To to filter the report by test date.

 

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.
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