UB> Maintenance> Account History Report

Account History Report

 

Summary

 

The Account History Report is launched from the Account Maintenance window (UB> Maintenance> Account> History tab> Print Account History Report button ). The report displays the Transaction Date, Transaction Type, Description, and Amount for each included transaction. The report will also include the Description, Read Date, Reading, and Consumption values for each meter included in the report.

 

Related Links

 

Click here for information on Account Maintenance.

 

Step by Step

 

1     Open the Account History window (UB> Maintenance> Account> History tab> Print Account History Report button ).

 

2     Configure the report. 

 

  • Select the account Transaction Types you would like to include in the history report.
    • Click SELECT ALL or DESELECT ALL to select or deselect all the transaction types displayed.
  • Use the Sort By drop-down menu to specify whether you want the report to be sorted by post date or transaction date.
  • Use the Meter Info drop-down menu to specify which (if any) meters you would like included in the report.
  • Enter a date range in the Date From and Date To field to filter the account transactions that display in the report.
  • Check the Only display meter usage history toggle to generate a meter usage report that excludes all other account history.
    • When this toggle is checked, the transactions and Sort By fields will be disabled. The No Meters option under the Meter Info drop-down menu will also be disabled.
  • The report will display the Transaction Date, Transaction Type, Description and Amount for each included transaction. The report will also include the Description, Read Date, Reading, and Consumption values for each meter included in the report.
    • When the Only display meter usage history toggle is checked, the report will only display the Description, Read Date, Reading, and Consumption values for each meter included in 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.