Billing and Usage Summary
Reports
A billing is the total amount of billed amounts within a given period. Usage is the customary manner for measuring the use of a utility during a given period. Use the Billing and Usage Summary to review billed amounts and usages for customers.
Watch a video
07Feb2018
Printing Billing and Usage Summary
1. Open Connect Utility Management > Reports > Billing Usage Summary.
2. Select a report definition.
3. Set up the report dates.
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.
Suppress customer types with no transactions
Suppress rows with no transactions
5. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
How do I set up the Report Sections?
6. Click Print (CTRL+P).
The report prints.
2019.11, 2019Jun17
Fiscal year-end period
The fiscal year-end period is the number assigned to the last period in the fiscal year. The fiscal year refers to the twelve consecutive months an organization uses to account for and report its business operations. For example, City ABC's fiscal year end is June and June is the sixth month in the year, so the Fiscal Year-end Period for City ABC is 6.
What is the last period in the fiscal year?
Use the Fiscal Year-end Period to enter the number assigned to the month. For example, 1 is January, 2 is February, 3 is Mar... and 6 is June.
Suppress customer types with no transactions
Suppress rows with no transactions
Usage Summary may include transaction types that do not have any transactions or, in some cases, the organization does not use at all.
For example, the highlighted rows do not have transactions.
Report rows without transactions
You can set up the report so the rows without transactions will not print on the report. Like this...
Report without rows without transactions
Summarize by service category
Note: This option is available when service categories are saved in Connect Utility Management > Organization > Service Categories.
A service category is a heading that you can create to organize service records by type, function, or accounting behavior. Use Summarize by Service Category to reduce the accounts by service category into a summary.
What do you want to do?
I want to print the billing and usage summary by service category. Click to select Summarize by Service Category.
I do not want to print the billing and usage summary by service category. Click to deselect Summarize by Service Category.
Include section headings
Services
Filter the services that print on the report. You can limit the report to a specific service or group of services. See how to use the features in the Billing and Usage Summary (2m56s)
Services
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