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.

 

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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.

5. Click GO (CTRL+G).

The report prints.

Updated 27Nov2017

 

Options

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

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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