Laserfiche WebLink
6.E. - Page 53 of 73 <br />Version 2.0 <br />11 UB Water Customer Accounts <br />This report retrieves Customer Account details related to. Utility Water Billing. <br />A. Report Parameters <br />» From Date— Filters the list of accounts to those where the Account Start Date <br />is on or after the date entered. <br />» To Date —End Date of the Customer Account <br />i Status -- Account Status <br />» BillTypes --- Includes accounts that are associated to the selected Bill Types <br />» Sort By — Determines the Sort Order <br />B, Report Output <br />• Account #, Type, Customerfd, Name,.Status, Account Class, Bill Type(s), Phone <br />#, Service Location, Meter # <br />» The report returns a list of Customer Accounts where the status matches the <br />date range provided in the parameters. It will further filterthis list by the <br />selected Bill Type, <br />» In the screenshot below, the report is returning all Customer Accounts that <br />were Active at any time between 1/1/201.8 and 12/31/2018, and includes all <br />Bill Types, <br />C. Use Case: Management would like a listing of all Single Family Residential Customer <br />Accounts that are currently waiting for Final Bills (in Finalizing Status). <br />1,2 Customer Accounts with Paperless Bills <br />This report will provide a list of Customer .Accounts that should receive Paperless Bills, <br />A. Report Parameters <br />» This report does not require the user to enter any parameters because it is a <br />snapshot of the data as it exists at the time the report is run. <br />B. Report Output <br />REV, 04,23-19 PR <br />Page 44 of 64 <br />TruePoint Solutions <br />ATTYIAGR.2019.105/TruePoint TrueBlll Utility Billing SyVvwW.trClepoirrtS011ltionS.cOm <br />stem 151 <br />