Summary

The Service Request Proof List Report will display active, canceled, closed and void status service requests filtered by request date, service date, billing cycle and service request code. If closed status service requests are included on the report, both committed and uncommitted service requests will display on the report.

Step by Step

1     Open the Service Request Proof List window (UB> Service Requests> Proof List).

2     Configure the report.

• Select the billing cycles you would like to include in the report in the Cycles field. This will filter the service requests that display in the report by the billing cycle attached to the customer account on the service request.
  • If you do not select any of the toggles, all cycles will be included in the report.
  • Click SELECT ALL or DESELECT ALL to select or deselect all the displayed cycles.
• Select the level of detail you would like to display on the report in the Report Type drop-down menu.
  • The only difference between the summary and detail version of the report is the detail version will display the Request Description and Service Description of each service request included on the report.
    • You can view the Request Description and Service Description fields on a service request from a customer account on the Account Maintenance window (UB> Maintenance> Account> Service Requests tab> Select a service request> Request Description and Service Description field).
• Select how the report will be sorted in the Sort By drop-down menu.
  • The sort option selected in the drop-down menu will not affect the information that displays on the report.
• The Request Code field is used to filter the service requests that display on the report by service request code.
  • Click the Request Code field label to select a service request code from a list.
  • Service request codes are created and maintained in UB> Maintenance> Service Request Code.
• Enter a date in the Request Date fields to filter the report by request date.
  • The Request Date is entered on the first step of the Service Request Input Wizard. This field will default to the current date when the service request is created.
  • The request date generally represents the date that the service request was generated.
• Enter a date in the Service Date fields to filter the report by service date.
  • The Service Date field is entered on the first step of the Service Request Input Wizard and defaults to the day after the current date when the service request is created.
  • The service date generally represents the date that the service will be performed on the customer account.
• Select the status of the service requests you would like to include in the report in the Request Status drop-down menu.
  • Committed and uncommitted service requests that have a Closed status will display on the report if you include Closed status accounts.
• Enter a request number in the Request # fields to filter the report by request number.
  • The service request number is made of three parts: request number, request month and request year, and is similar to the batch numbering system. The request number increments with each service request generated and identifies a unique service request within a specific request month and request year. Just like the batch numbering system, the request month and request year field default to the calendar month.
  • Because the request number is not unique across months, if you enter a request number in the Request # From and To fields the report will display the service requests in each request month and year that matches the filter. If you want to display a range of service requests for a specific request month and year, make sure to enter values in the Request Month and Request Year fields.
• The Service Summary column displays the description of the service request code attached to the service request. If the report was printed in detail format, the report will include request and service notes on the service request.
• If the service request is billable, the Amount column will display the billable amount on the service request. If the amount of the billing was modified when the service request was generated using the Service Request Input Wizard, the modified billable amount will display on the report.

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.