UB> Reports> Summary by Class

Summary by Class Report

 

Summary

 

The Summary by Class Report displays a summary of the billing, adjustment and penalty activity by class. Classes user-defined groupings that are attached to lots using the Lot Maintenance window (Lot icon> Lot tab> Class field). The report can also be filtered by service (water, electric, etc.) and transaction date.

 

UB customer accounts on lots that are not attached to a class will not display in this report. Uncommitted transactions will not be included in the report totals.

 

Related Links

 

Click here for information on Class Maintenance.

 

Step by Step

 

1     Open the Summary by Class window (UB> Reports> Summary by Class).

 

2     Configure the report. 

 

  • Select the account classes you would like to include in the report in the Class field.
    • Click the toggle next to the field title to select all of the toggles in the field.
    • Click None to report on activity not associated with a class.
    • Classes are attached to lots using the Lot Maintenance window (SS> Maintenance> Lot> Lot tab> Class field).
    • Classes are created and maintained in the Class Maintenance window (UB> Maintenance> Class). Click here for information on the Class Maintenance window.
  • Select the service you would like to include on the report in the Service List field.
    • Click the toggle next to the field title to select all of the toggles in the field.
    • All of the selected services will be grouped together on the report in a single line item.
  • Enter a date range in the History Date From and History Date To fields.
    • The transactions included on the report will be filtered by transaction date. You can view the transaction date of a transaction on a customer account from the History tab of the Account Maintenance window (UB> Maintenance> Account> History tab> Account History sub-tab> Transaction Date column).
    • Uncommitted transactions will not be included 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 PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • 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. Hover over the Info icon to view the parameters on the previous report.
    • This section will display the last three times the report was generated.