Assistance Register
Reports
Use the Assistance Register to print amounts and customer information for energy assistance transactions. This report shows you the assistance payments and assistance applied transactions for each customer that receives assistance.
Printing an Assistance Register
1. Open Connect Utility Management > Energy Assistance > Assistance Register.
2. Select a report definition.
3. Select the report date range.
How do I change the report date range?
How do I change the date type?
How do I change the date type?
How do I prompt a user to enter a date?
4. Set up the report options.
Include assistance applied, payment, and refunded transactions
5. Set up the Selection Criteria, Report Order, Report Sections, and Columns.
How do I set up the Selection Criteria?
How do I set up the Report Order?
6. Click Print (CTRL+P).
The report prints.
2019.05, 2019Mar14
Include assistance applied, payment, and refunded transactions
The system creates a transaction when a user applies, pays, or refunds an amount. All of the transactions the system creates are listed in the section titled Transactions. You can select the transaction types to include on the report by selecting the checkbox located next to it.
Transactions section
Which transaction types do you want to include?
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Click to select the checkbox next to a transaction type to select it.
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Remove the checkmark from the checkbox to exclude a transaction type.
Selection Criteria, Report Order, and Columns
In version 2019.05 or later, you can also use these report columns to set up the report:
[Report].Account balance
[Report].Active account at location
[Report].Active contract
[Report].Direct pay status
[Report].Equal pay total
[Report].Last payment amount
[Report].Last payment date
[Report].Last shutoff date
[Report].Master contact name
[Report].Master contact number
2019.05
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