UB> Reports - Allocation Billing> Usage Statement

Allocation Usage Statement

 

Summary

 

The Allocation Billing Usage Statement report displays the consumption totals for a specified range of years.

 

Related Links

 

Click here for information on Allocation Billing.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the Usage Statement report window (UB> Reports - Allocation Billing> Usage Statement).

 

2     Configure the report. 

 

  • Check the toggle next to each Cycle you would like to include in the report.
  • Check the toggle next to each Class you would like to include in the report.
  • Check the toggle next to each Account Status you would like to include in the report.
  • The Year From and Year To fields are used to set the start and end years for the period covered in the report.
    • The year range is limited to six years.
  • The First Convert Year Totals To and Second Convert Year Totals To drop-down fields are used to select consumption conversions for the total year consumption values displayed on the report.
    • For example, if the meter being reported on records consumption in Liters, and a Consumption Conversion is set up to convert Liters to Gallons, that conversion can be selected to generate a report with Gallons as the consumption value.
    • Consumption Conversions are set up on the Consumption Conversion Maintenance screen (UB> Maintenance> Consumption Conversion). Click here for information on Consumption Conversion Maintenance.
    • These fields will only be enabled if the Year Totals toggle is checked below.
  • The Message field is used to add a statement messages that will display on the report.
    • The drop-down field will display any statement messages set up to be attached to Usage Statement. If the field is left blank, no message will be displayed.
    • Statement Messages are created and maintained on the Statement Message Maintenance screen (UB> Maintenance> Statement Message). Click here for information on Statement Message Maintenance.
  • The Only include accounts with a value in this field drop-down menu is an optional field that allows users to limit accounts in the report to those that include a value in a specified Misc Decimal field on the Lot record.
    • For example, if an agency were to use the Decimal 1 field on the lot record to record a value specific to allocation billing, and then select that Decimal 1 field in this drop-down menu, only those accounts with a value in that field would be included in the report.
    • If an agency has changed the field names for the Decimal fields on the lot record, those custom field names will display here.
  • Check the 6 Month Totals toggle to include the first six months consumption totals for each year on the report.
  • Check the Year Totals toggle to include the consumption totals for each year on the report.
  • Check the Exceeds Annual Allocation toggle to filter the accounts included in the report to those with a converted yearly total amount for the most recently entered year that exceeds the Allocation Amount.
  • The report will include the Account Number, Account Name, Service Address, Month column, Year columns, Average column, 6 Month totals, and Year Totals. If a Statement Message is selected it will display below the Month/Year columns. The bottom of the report will display the Device Size, Device Model, Serial Number, Route/Sequence, and Manufacturer of any active meter on the account.

 

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.