UB> Reports Consumption> Consumption by Service Rate

Consumption by Service Rate Report

 

Summary

 

The consumption reports process is designed to help users confirm their consumption values are balanced. The Consumption by Service Rate report is the second step in the consumption balancing process. This report provides details regarding consumption billing distribution.

 

Related Links

 

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the Consumption by Service Rate report window (UB> Reports Consumption> Consumption by Service Rate).

 

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 Class you would like to include in the report.
  • Check the toggle next to each Zone you would like to include in the report.
  • Check the toggle next to each Meter Status you would like to include in the report.
    • A specific meter's status can be viewed on the Device Maintenance window (UB> Maintenance> Device> Electric Meter or Water Meter tab> Device section> Status field). Click here for information on Device Maintenance.
      • A meter will have an Active status when it is installed on a customer account.
      • The meter status will be set to Removed when a remove device service request has been committed on the customer account.
      • The meter status will be inactive if the status was manually changed on the Device Maintenance window.
  • Check the toggle next to each Subdivision you would like to include in the report.
  • Check the toggle next to each Service Rate you would like to include in the report.
  • Select a Report Type from the drop-down menu.
    • The Brief report type will display the consumption totals within the specified period or date range for each included Service Number. The report will also provide a total consumption amount for the period or date range.
    • The Summary report will display everything included in the Brief report as well as the Service Rate and Description.
    • The Detailed report type will display everything included in the Summary report as well as the Account Number, Route Sequence, Serial/MXU/Register Number, Original Consumption and Subtract Consumption.
  • Specify a reading period range for readings included in the report with the Reading Period From, Reading Year From, Reading Period To and Reading Year To fields.
    • If a reading period range is not specified, a read date range must be specified below.
  • Specify a read date range for the readings included in the report with the Read Date From and Read Date To fields.
    • If a read date range is not specified, a reading period range must be specified above.
  • Select a Device Type from the drop-down menu.
  • Select a conversion unit from the Convert To drop-down menu if you would like to convert the read units to a different display unit on the report.
  • Check the Include subtract meters toggle if you would like to include those meters set up to reduce consumption 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.