UB> Reports Consumption> Summary by Service Rate

Summary by Service Rate Report

 

Summary

 

The consumption reports process is designed to help users confirm their consumption values are balanced. The Summary by Service Rate report is the third step in the consumption balancing process.

 

This Summary by Service Rate report is used to confirm that the consumption amounts displayed in the Consumption by Service report were processed through the billing process. These two reports should be carefully compared in order to confirm that consumption values are balancing correctly.

 

Related Links

 

Click here for information on the Jobs Viewer window.

 

Step by Step

 

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

 

2     Configure the report. 

 

  • Check the toggle next to each Cycle you would like to include in the report.
    • By default, all cycles will be selected. You can check the toggle next to the field title to select or deselect all the displayed cycles. This applies to all of the following toggle fields as well.
    • Cycles are created and maintained on the Cycle Code Maintenance window (UB> Maintenance> Cycle Code). Click here for information on Cycle Code 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 Tax Code you would like to include in the report.
  • 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 Summary report will display the Service Number, Service Code, Service Description, Consumption Amount, Flat Amount, Tax Amount, Total Amount and Billable Consumption. The report will also provide report totals for each of those columns.
    • The Detailed report type will display everything included in the Summary report as well as the Account Number for each consumption line item and tiered consumption data, including tier level number, tier billing amount, and total tier consumption.
  • Use the Date Type drop-down menu to specify whether the report will filter by transaction date, journal entry date or post date.
  • Specify a date range for the report in the Date From and Date To fields.
    • A date range must be specified in order to run the report unless running the report for a single batch.
  • The Batch Number field is used to generate the report for a specific committed or uncommitted New Billing or Final Billing batch.
    • When a specific batch is selected, the Cycle, Date Type, Date From, and Date To print options will be disabled.

 

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.