UB> Reports> Comments by Status

Comments by Status Report

 

Summary

 

The Comments by Status Report displays a list of comments attached to UB customer accounts filtered by comment status, creation date and close date.  The report will display the entry date, close date, UB customer account number and comment text. The comment text is the text entered in the Comment Body field when comments are added to a customer account (UB> Maintenance> Accounts> Comment tab).

 

Related Links

 

Click here for information on adding a comment to a UB customer account.

Click here for information on Comment Status Maintenance.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the Comments by Status window (UB> Reports> Comments by Status).

 

2     Configure the report. 

 

  • Select the status of the comments you would like to include on the report in the Comment Status drop-down menu. You can only print the report for a single comment status.
    • Comment statuses are created in UB> Maintenance> Comment Status.
    • If a comment is closed, select Closed from the Comment Status drop-down menu to include the comment on the report. If the comment was originally of another type and changed to Closed when the comment was complete, that comment will only display on the report when you select Closed from the drop-down menu.
  • The Entry Date of a comment is the date the comment was created on the UB customer account (UB> Maintenance> Account> Comment tab).
    • The entry date displays in the Creation Date field in UB> Maintenance> Account> Comment tab. The Creation Date field will default to the current date when the comment is created and cannot be modified.
  • The Close Date From and Close Date To fields are used to filter the report by close date.
    • The close date of a comment is the date the status of the comment has been changed to a Closed status. The close date of a comment can also be manually entered if the user does not want to change the status of the comment to Closed.
    • The close date of a comment displays on a UB customer account (UB> Maintenance> Account> Comment tab> Close Date field).
  • The Comments by Status Report will display the comment status, enter date, closed date, customer number, and comment.
    • The Comment field in the report is pulled from the Comment field when the comment is created in UB> Maintenance> Account> Comments tab> Comment Body section.

 

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. This section will display the last three times the report was generated.