UB> Reports> Consumption Adjustment

Consumption Adjustment Report

 

Summary

 

The Consumption Adjustment Report displays the leak and misread consumption adjustments that have been entered on customer accounts using the Adjustment Input Wizard (UB> Adjustments and Fees> Input> Adjustment). The consumption adjustments included on the report can be filtered by meter route or billing cycle of the UB customer account, and the meter read date, read period, and read year of the consumption adjustment. Consumption adjustments that are in open Adjustments and Fees batches (UB> Adjustments and Fees) will be included on the report.

 

Step by Step

 

1     Open the Consumption Adjustment window (UB> Reports> Consumption Adjustment).

 

2     Configure the report.  

 

  • The Route field and Billing Cycle field are used to filter the consumption adjustments that display on the report. You can filter the report by one or the other, but not both.
    • The Route field is used to filter the consumption adjustments that display on the report by the meter route attached to the meter that was adjusted. You can view the route attached to a meter on an account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter Details sub-tab> Route/Sequence field).
    • The Billing Cycle field is used to filter the consumption adjustments that display on the report by the billing cycle attached to the customer account that was adjusted. You can view the billing cycle attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Account> Account tab> Billing Cycle field).
    • Click the toggle next to the field title to select or deselect all the routes or billing cycles.
  • The Reading Begin and Reading End fields are used to filter the consumption adjustments that display on the report by the read date of the consumption adjustment. The consumption adjustment is assigned the same meter read date as the meter reading that is being adjusted.
  • The Reading Period and Reading Year fields are used filter the consumption adjustments that display on the report by the reading period and reading year of the consumption adjustment. The consumption adjustment is assigned the same reading period and reading year as the meter reading the consumption adjustment was adjusting.
  • The Bill Types field is used to filter the report by the bill type attached to the meter that was adjusted. Click the toggle next to the field title to select or deselect all the bill types.

 

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 ten times the report was generated.