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