History Analysis Report Instructions

Use the History Analysis Report to analyze customer usage and consumption by rate class, by transaction code, by billing rates or by customer consumption. This history summary report offers many options that allow you to organize the report information for your purposes. The information on the report comes from the History Summary table.

Tips:

Do not confuse the following reports, which all contain customer usage information:
History Analysis Report - Provides a historical summary analyzing usage by rate class, transaction code, billing rates, or by customer consumption for a specified time period. The Report information comes from the hist_sum table.
Billing Detail Analysis - Provides a historical detail analysis of customer usage by rate class, transaction code, billing rates, customer consumption or by billing detail. This report looks similar to the History Analysis Report but the report information comes from the ubdet table.
Customer History Report - Provides customer detail of all their transactions and includes the customer usage.
For more information about running reports, see Print View.
For more information about the buttons on the toolbar, see the Reporting Toolbar.
To see an example of the report, click History Analysis Report Sample.

Directions:

To open:

1. Click Analysis from the menu.

2. Click Reports.

3. Click History Report.

Tip: Or, use the keyboard shortcut: [ALT] [s] [r] [h].

History Analysis Report Window Example:

History Analysis Report Prompt Options

Services

To select the Services to report, click to check the appropriate Services listed.

Tip: To quickly select or de-select all Services listed, click Check All .

Companies

To select the Companies to report, click to check the appropriate Companies listed.

Tip: To quickly select or de-select all Companies listed, click Check All .

Reason Codes

To select the Reason Codes to report, click to check the appropriate Reason Codes listed.

Tip: To quickly select or de-select all Reason Codes listed, click Check All .

Rate Classes

To select the Rate Classes to report, click to check the appropriate Rate Classes listed.

Tip: To quickly select or de-select all Rate Classes listed, click Check All .

Finance Periods

To select the Finance Periods to report, click to check the appropriate Finance Periods listed.

Tip: To quickly select or de-select all Finance Periods listed, click Check All .

Transaction Codes

To select the Transaction Codes to report, click to check the appropriate Transaction Codes listed.

Tip: To quickly select or de-select all Transaction Codes listed, click Check All .

Type

To choose an Analysis Type, click to select the appropriate button.

Analysis Types:

Class Analysis - Reports usage totals by Rate Class.
Transaction Analysis - Reports usage totals by Transaction Code.
Rate Analysis - Reports usage totals by Rate Table.
Consumption Analysis - Reports usage with customer consumption detail and a customer total.

Sort

To specify the method for sorting the report information, click the appropriate button.

Sort Choices:

Use Transaction Analysis

To run the report using the Transaction Code Analysis and Service Settings, select this box.

To run the report using the system level setting, leave this box unchecked.

Include Step Data

To include Rate Step Data in the analysis, select this box.

To omit Rate Step Data in the analysis, de-select this box.

Tip: This field is only available when you select Rate Analysis as the Type.

Model Analysis

To include a Rate Model analysis, select this box.

To omit a Rate Model analysis, de-select this box.

Tip: This field is only available when you select Rate Analysis as the Type.

Post Date Range From

To limit the report to a range of Posting Dates, enter the appropriate beginning Posting Date in the range.

Tip: To include all Posting Dates, leave blank.

Through

To limit the report to a range of Posting Dates, enter the appropriate ending Posting Date in the range.

Tip: To include all Posting Dates, leave blank.

Reading Date Range From

To limit the report to a range of Reading Dates, enter the appropriate beginning Reading Date in the range.

Tips: To include all Reading Dates, leave blank.

Through

To limit the report to a range of Reading Dates, enter the appropriate ending Reading Dates in the range.

Tips: To include all Reading Dates, leave blank.

Customer ID(s)

Entry Options:

To print an individual account, enter the Customer ID. (up to 12 characters)
To build a list of customers:
Enter the Customer ID followed by a comma (,).
Continue to enter the desired customers.
To complete the customer list, press [TAB].
To search for the appropriate customer ID, click Search .
To build a range of customers, enter the beginning Customer ID, followed by a hyphen (-) and then the ending Customer ID.
To print all customers on the report, please leave blank.

To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p]

Or, to print to the Print View window, click Print View .

Or, to escape from the print routine, click Cancel .

Keyboard shortcut: [ALT + c]