How do I set up a batch report to balance month-end reports?

Set up a single batch report to print month-end reports.

At the end of the month, you'll need to print the Transaction Summary, Aging Report, AR by Service Report, and Billing and Usage Summary. You can add these four reports to a batch report so you can print the batch report and run all four reports at the same time.

Contents

How do I set up a batch report to balance month-end reports?
1. Adding month-end reports to batch report
1. Printing Month-end Batch Report

Adding month-end reports to batch report

1. Open Connect Utility Management > Reports > Batch Reports.

2. Click Batch Reports.

Reports menu

3. Click New (CTRL+N).

4. Click Select Reports.

Select Reports button

The Selection Form displays.

5. Use the Available Items List to find each report and then double-click it.

You'll want to add the Aging Report, AR by Service Report, Billing and Usage Summary, and Transaction Summary.

Selection window, Selected items list

6. Click OK.

6. Click Save (CTRL+S).

The Save Batch Report form displays.

7. Click Save As New Report and then enter Month-end Batch Report.

Save Batch Report dialog box

8. Click OK.

The Month-end Batch Report is saved.

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Printing Month-end Batch Report

When you're reading to balance the month end, run the Month-end Batch Report to print the Aging Report, AR by Service Report, Billing and Usage Summary, and Transaction Summary.

Do this...

1. Open Connect Utility Management > Reports > Batch Reports.

2. Use the drop-down list to select the Month-end Batch Report.

Batch report definition

3. Click Print (CTRL+P).

The batch report prints the Aging Report, AR by Service Report, Billing and Usage Summary, and Transaction Summary. Now, you can balance the four reports as usual for the month end.

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