UB> Reports - Allocation Billing> Target Allocation Statement

Target Allocation Statement

 

Summary

 

The Target Allocation Statement report is a useful tool for agencies implementing Allocation Billing. The report uses prior usage and a target allocation percent to provide the account holder with an allowed usage statement for the upcoming year.

 

Related Links

 

Click here for information on Allocation Billing.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

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

 

2     Configure the report. 

 

  • Check the toggle next to each Route you would like to include in the report.
    • By default, all routes will be selected. You can check the toggle next to the field title to select or deselect all the displayed routes. This applies to all of the following toggle fields as well.
    • Routes are created and maintained on the Route Maintenance window (UB> Maintenance> Route). Click here for information on Route Maintenance.
  • 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 Start Period, Start Year, End Period, and End Year fields are used to set the start and end dates for the prior consumption history that will be used when calculating the allocation amount for each period.
    • These are required fields and the range is limited to 12 periods.
  • The Allocation Percent field is used to specify the percentage of prior consumption that will be used for current allocation amount.
    • For example, entering "85" in this field will set the allocation amount at 85% of the prior consumption history for each period.
  • The Account Number field is used to generate the statement for a single UB account. Click the field search button to select the account.
  • The Message Top and Message Bottom drop-down fields are used to add a statement messages that will display above or below the target allocation amounts.
    • The drop-down fields will display any statement messages set up to be attached to Target Allocation. 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 report will include account holder's name and address, the usage, allocation percent, and current allocation for each billing period, and top and bottom messages if present. Each account included in the report will be displayed on a separate page.

 

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.