Rate Summary
Reports
Use the Rate Summary to print the rate table number, title, service, number of customers using the rate, number of units, base/minimum, excess/amount, adjustments, total/amount, and usage.
Watch a video
Printing a Rate Summary
1. Open Connect Utility Management > Reports > Rate Summary.
2. Select a report title.
3. Enter the Report Dates.
4. Set up the checkbox titled Count Each Customer Once per Period.
Define how the report will count the number of customers using each rate. Select the checkbox to count each customer one time during the report date range. Do not select the checkbox to count multiple occurrences of the same customer that happen during the report date range.
How do I set up the Selection Criteria?
How do I set up the Report Order?
5. Click GO (CTRL+G).
The report prints.
Updated 27Nov2017
Options
Columns
Count each customer once per period
Define how the report will count the number of customers using each rate. Select the checkbox to count each customer one time during the report date range. Do not select the checkbox to count multiple occurrences of the same customer that happen during the report date range.
Updated 27Nov2017
Include billing status
Select the checkbox next to a billing status to include customers who have that billing status on the report.
An active customer has a billing record with a connect date that occurs before or during the report date range AND a disconnect date that is blank or occurs after the report date range.
A connected customer has a billing record with a connect date that falls in the report date range.
A disconnected customer has a billing record with a disconnect date that falls in the report date range.
Published 27Nov2017
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?
Report Order
Report Sections
Selection Criteria
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
2017Nov27
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