UB> Reports> Consumption by Class

Consumption by Class Report

 

Summary

 

The Consumption by Class Report displays the consumption of UB customer accounts that belong to class codes. The report can be filtered by the meter read date and service (water, electric, etc.). Class codes are user-defined groupings of customer accounts that are attached to UB customer accounts on the Account Maintenance window (UB> Maintenance> Account> Lot tab> Details section).

 

The report will only display the consumption on meters that are attached to UB customer accounts that belong to a class code. The consumption on unbilled meter readings will be included on the report.

 

Related Links

 

Click here for information on Class  Code Maintenance.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

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

 

2     Configure the report. 

 

  • Select the class codes 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.
    • All class codes included in the report will create a separate line on the report.
    • Class codes are created and maintained in the Class Maintenance window (UB> Maintenance> Class).
  • Select the service you would like to include on the report in the Service field.
  • Enter a date range in the Reading Begin Date and Reading End Date fields to filter the meter readings included on the report by read date.
    • The consumption included on the report will be filtered by meter read date. You can view the meter read date of a read on a customer account from the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab).
    • The consumption on unbilled meter readings will 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. This section will display the last three times the report was generated.