UB> Reports - Allocation Billing> Usage Statement
Allocation Usage Statement
Summary
The Allocation Billing Usage Statement report displays the consumption totals for a specified range of years.
Related Links
Click here for information on Allocation Billing.
Click here for information on the Jobs Viewer window.
Step by Step
1 Open the Usage Statement report window (UB> Reports - Allocation Billing> Usage Statement).
2 Configure the report. 
- Check the toggle next to each Cycle you would like to include in the report.
- Check the toggle next to each Class you would like to include in the report.
- Check the toggle next to each Account Status you would like to include in the report.
- The Year From and Year To fields are used to set the start and end years for the period covered in the report.
- The year range is limited to six years.
- The First Convert Year Totals To and Second Convert Year Totals To drop-down fields are used to select consumption conversions for the total year consumption values displayed on the report.
- For example, if the meter being reported on records consumption in Liters, and a Consumption Conversion is set up to convert Liters to Gallons, that conversion can be selected to generate a report with Gallons as the consumption value.
- Consumption Conversions are set up on the Consumption Conversion Maintenance screen (UB> Maintenance> Consumption Conversion). Click here for information on Consumption Conversion Maintenance.
- These fields will only be enabled if the Year Totals toggle is checked below.
- The Message field is used to add a statement messages that will display on the report.
- The drop-down field will display any statement messages set up to be attached to Usage Statement. If the field is left blank, no message will be displayed.
- Statement Messages are created and maintained on the Statement Message Maintenance screen (UB> Maintenance> Statement Message). Click here for information on Statement Message Maintenance.
- The Only include accounts with a value in this field drop-down menu is an optional field that allows users to limit accounts in the report to those that include a value in a specified Misc Decimal field on the Lot record.
- For example, if an agency were to use the Decimal 1 field on the lot record to record a value specific to allocation billing, and then select that Decimal 1 field in this drop-down menu, only those accounts with a value in that field would be included in the report.
- If an agency has changed the field names for the Decimal fields on the lot record, those custom field names will display here.
- Check the 6 Month Totals toggle to include the first six months consumption totals for each year on the report.
- Check the Year Totals toggle to include the consumption totals for each year on the report.
- Check the Exceeds Annual Allocation toggle to filter the accounts included in the report to those with a converted yearly total amount for the most recently entered year that exceeds the Allocation Amount.
- The report will include the Account Number, Account Name, Service Address, Month column, Year columns, Average column, 6 Month totals, and Year Totals. If a Statement Message is selected it will display below the Month/Year columns. The bottom of the report will display the Device Size, Device Model, Serial Number, Route/Sequence, and Manufacturer of any active meter on the account.
3 Print the report.
to print your report.
will be displayed by default.
next to the Print button in order to schedule the report to generate at a later date and time.
on the right side of the window.