UB> Meter Management> Change Outs

Meter Change Out Report

 

Summary

 

The Meter Change Out Report displays a list of meters that have been replaced using a meter change-out service request. The report will display the device that has been removed and the new device that was installed on the customer account, but the devices will not display on the report until the change out service request has been committed (UB> Service Requests> Commit). The report can be filtered by meter read route and date range based on the install date of the new device. The install date of the device is the same as the service date of the service request that performed the meter change out.

 

A meter can be removed from a customer account using a remove device or change out service request, but only meters removed using a change out service request will display on this report. Once a meter change out service request has been committed (UB> Service Requests> Commit), the status of the original meter on the customer account will change from Installed to Removed and the install date of the new meter will be the service date on the service request.

 

Related Links

 

Click here for information on creating a Change Out Device service request.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the Meter Change Outs window (UB> Meter Management> Change Outs).

 

2     Configure the report. 

 

  • Select the meter routes to include on the report in the Route field. When a change-out service request is performed on a device, the new device on the customer account will inherit the meter route from the device that is being removed.
    • Click the toggle next to the field title to select or deselect all the displayed routes.
    • You can view the meter route attached to a device from the Device Maintenance window (UB> Maintenance> Device> Connections tab> Route column).
    • Meter routes are created and maintained in UB> Maintenance> Route.
  • Enter a date range in the Begin Meter Install Date and End Meter Install Date fields.
    • The report will be filtered by the install date of the new meter on the account. You can view the install date of a meter on the account in UB> Maintenance> Account> Devices tab> Expand a device type> Install Date field. The install date of the device is the same as the service date on the change-out service request.
  • The Meter Change Out Report will display the meters that have been removed and the new meters that have been installed on the customer accounts. The report will display the route number, sequence number, serial/MXU/register number, service address, customer number, customer name, period, final read, and consumption for each meter.

 

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.