History Analysis Report Sample

The History Analysis Report provides an analysis of customer usage and consumption by rate class, transaction code, billing rates, or by customer consumption.

Tips:

• To see instructions for running the report shown below, see the History Analysis Report Instructions.

• The History Analysis Report has 4 formats.  To see...

• Usage Analysis by Customer Class, click More.

   

  Selection Parameters for this Report Sample:
  Services = All	Companies = All
  Rate Classes = All	Finance Periods = All
  Type = Class Analysis	Posting Dates = All
  Reading Dates = All	Customers = All

  

   

  History Analysis Report By Class Fields Tip:  To see more information about a field, click the hyperlink for the field name.
  CLASS	Customer Class Code and the associated Class Description
  BILLS	Total number of customer bills for the class
  CUSTOMERS	Total number of customers assigned to the class
  USAGE	Accumulated amount of customer usage for the class
  $ CHARGE	Accumulated dollar amount of customer charges for the usage for the class
  $ TAX	Accumulated dollar amount of taxes associated with the customer usage for the class
  $ TOTAL	Calculated total dollar amount of charges and taxes for customer usage for the class

   

• History Analysis by Transaction, click More.

   

  Selection Parameters for this Report Sample:
  Services = All	Companies = All
  Rate Classes = All	Finance Periods = All
  Type = Transaction Analysis	Posting Dates = All
  Reading Dates = All	Customers = All

  

   

  History Analysis Report By Transaction Code Fields Tip:  To see more information about a field, click the hyperlink for the field name.
  Tran. Cd	Billing transaction code
  Description	Transaction code description
  BILLS	Total number of customer bills for the transaction code
  CUSTOMERS	Total number of customers with charges associated with the transaction code
  USAGE	Accumulated amount of customer usage for the transaction code
  $ CHARGE	Accumulated dollar amount of customer charges for the usage for the transaction code
  $ TAX	Accumulated dollar amount of taxes associated with the customer usage for the transaction code
  $ TOTAL	Calculated total dollar amount of charges and taxes for usage for the transaction code

   

• History Analysis by Rate, click More.

   

  Selection Parameters for this Report Sample:
  Services = All	Companies = All
  Rate Classes = All	Finance Periods = All
  Type = Rate Analysis	Posting Dates = All
  Reading Dates = All	Customers = All

  

   

  History Analysis Report By Rate Fields Tip:  To see more information about a field, click the hyperlink for the field name.
  RATE	Billing rate table ID
  STEP	Step within the rate
  BILLS	Total number of customer bills for the rate step
  CUSTOMERS	Total number of customers with charges associated with the rate step
  USAGE	Accumulated amount of customer usage for the rate step
  $ CHARGE	Accumulated dollar amount of customer charges for the usage for the rate step
  $ TAX	Accumulated dollar amount of taxes associated with the customer usage for the rate step
  $ TOTAL	Calculated total dollar amount of charges and taxes for usage for the rate step

   

• History Analysis by Consumption, click More.

   

  Selection Parameters for this Report Sample:
  Services = All	Companies = All
  Rate Classes = All	Finance Periods = All
  Type = Consumption Analysis	Posting Dates = All
  Reading Dates = All	Customers = All

  

   

  History Analysis Report By Consumption Fields Tip:  To see more information about a field, click the hyperlink for the field name.
  Customer ID	Customer Identification
  Name	Customer last name, first name
  SVC	Description of service associated with the customer charges
  Read Date	Date of the service reading
  Reading	The connection reading value
  Usage	Amount of customer usage for the reading
  Amount $	Dollar amount of customer charge for the transaction usage
  Taxes	Dollar amount of taxes associated with the customer charge
  Total $	Total dollar amount of charges and taxes for the transaction