AgdaPkt 2019-05-06 Joint SA PFA - Laserfiche WebLink

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6.A. - Page 48 of 68 Version 2.0 1.1 UB Water Customer Accounts This report retrieves Customer Account details related to Utility Water Billing. A. Report Parameters ■ From Date — Filters the list of accounts to those where the Account Start Date is on or after the date entered. • To Date — End Date of the Customer Account • Status — Account Status ■ Bill Types — Includes accounts that are associated to the selected Bill Types • Sort By — Determines the Sort ❑rder B. Report Output ■ Account #, Type, Customer Id, Name, Status, Account Class, Bill Types), Phone #, Service Location, Meter # ■ The report returns a list of Customer Accounts where the status matches the date range provided in the parameters. It will further filter this list by the selected Bill Type. ■ In the screenshot below, the report is returning all Customer Accounts that were Active at any time between 1/1/2018 and 12/31/2018, and includes all Bill Types. aye. CvaSomer 71coo1rtRa t�1�0'81:•2.91::Ot8 Wn , A In W, d.. Can:n'x:vxi tle;':. Gm4j tM F -nVL E Mj Hw Wr Sur Vi W. ter,•. F,1i law n . M14[c C"gu Alin FaMN kn HW Ann .p. line,. P WA I,rx]fllron Retic Wx S.., ffln,i 5t2D1S R[A�Ld om .. . _ .... •.• �- .Y.a.s •Sn,a l«mon O,MI�K/A ,0„qf Jw l.r 9ry.ia.k..IrCIn.Y .�[pwgla, �➢. •M.f 1,>a1154fNd #Y Gw.�..t"w.y •m'.1. 4arlw. I,�,.�r..' C. Use Case: Management would like a listing of all Single Family Residential Customer Accounts that are currently waiting for Final Bills (in Finalizing Status). 1.2 Customer Accounts with Paperless Bills This report will provide a list of Customer Accounts that should receive paperless Bills. A. Report Parameters • This report does not require the user to enter any parameters because it is a snapshot of the data as it exists at the time the report is run. B. Report Output REV: 04-23-19 PR Page 44 of 64 TruePoint Solutions -44- www.truepointsolutions.com ATTY/AGR.2019.106ITruePoint TrueBill Utility Billing System 56