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 account 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.
- Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all
of the highlighted toggles.
- Classes are attached to lots using the Lot Maintenance window (Lot
icon> 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.
- Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all
of the highlighted toggles.
- 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 Master Maintenance window (UB> Maintenance> Account> History tab> Transaction Date column).
- Uncommitted transactions will not be included on the report.
3 Print the report.
- Click the Print icon
to generate 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.
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