UB> Reports> Summary by Class
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 account class maintenance.
Step by Step
1 Open the Summary by Class window (UB> Reports> Summary by Class).
- Select the account classes you would like to include in the report in the Class field.
- Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all of the highlighted toggles.
- Classes are attached to lots using the Lot Maintenance window (Lot icon> 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.
- Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck all of the highlighted toggles.
- 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 Master Maintenance window (UB> Maintenance> Account> History tab> Transaction Date column).
- Uncommitted transactions will not be included on the report.
- Click the Print icon
to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.