UB> Reports> Consumption Revenue Report

Consumption Revenue Report

 

Summary

 

The Consumption Revenue Report displays a filtered list of the revenue generated by the consumption on meters grouped by either meter size or lot class.

 

Step by Step

 

1     Open the Consumption Revenue window (UB> Reports> Consumption Revenue).

 

2     Configure the report. 

 

  • The Meter Size field is used to select the meters included in the report by meter size.
    • When a meter is attached to a customer account using a service request, you must select a device type to attach to the meter (generally the manufacturer and model of the meter). The device type attached to the meter determines the size of the meter. For example, the size of a water meter is determined by the water meter device type attached to the meter. If you would like to view or modify the size of a meter device type, use the Water Meter Device Maintenance window (UB> Maintenance> Water Device Type> Water tab> Device Size field).
    • Click here for information on water device type maintenance.
  • The Class field is used to select the classes that will be included in the report.
    • Classes are created and maintained using the Class Maintenance window (UB> Maintenance> Class). Click here for information on class maintenance.
    • Class codes are attached to lots using the Lot Maintenance window (Lot icon> Open a lot> Lot tab> Class field).
    • If you would like to sort the report by class code, select class in the Sort Order drop-down menu.
  • The Begin Date and End Date fields are used to filter the transactions that are included in the report by transaction date.
    • In order to prevent the report from negatively impacting system resources, the date range will be limited to one year.
  • The Sort Order field is used to select how the information will be grouped on the report.
    • Select Size if you would like to group the report by meter size.
    • Select Class if you would like to group the report by class. The transactions on the report will be grouped by the classes selected in the Class field.
  • The Report Type drop-down menu is used to select the level of detail that will display on the report.
    • Select Summary if you would like the report to display a single line item for each sort order grouping. For example, if you select Size in the Sort Order field, the summary report will display a single line item for each meter size included on the report.
    • Select Detail if you would like the report to display each meter included on the report. For example, if you select Size in the Sort Order drop-down menu and Detail in the Report Type drop-down, each meter will be displayed under the appropriate meter size.
  • Check the Break Out Services toggle to first filter all the data in the report by UB Service.
    • When checked, the Sort Order and Report Type settings selected above will still determine how the data is displayed, but that data will first be broken out into each relevant UB Service.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.