Customer History

Customer history is a log that can report all of the information saved in the customer file. Use the Customer History Report to verify the customer information stored in the database. You can also print a Customer History Report for a specific customer.

Print customer history

Set up the report properties.

Do this...

1. Open Connect Utility Management > Reports > Customer History.

2. Select a report title.

3. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

4. Click Print (CTRL+P).

The report prints.

Options

Account summary

An account summary adds up the selected transactions in an accounting record and posts the amount as the account summary total.

Certification history

When a utility account has an unpaid delinquent balance, the city can issue a tax certificate to collect the unpaid amount with the property tax that is assessed on real property owned by the customer. Use Certification History to include transactions created to collect tax certification amounts.

Customer notes

A customer note is a comment saved as part of the customer's file.

Grand totals

A grand total is the sum of the sums of several amounts or numbers. This option is only available when the checkbox for Metered Service Detail is selected.

Metered service detail

The metered service detail includes the small elements, or pieces, that make up a metered service transaction. A metered service is a service, such as water or electricity, that only requires a consumer to pay the portion used.

Non-metered service detail

A metered service is a service, such as water or electricity, that only requires a consumer to pay the portion used. A non-metered service like garbage is billed a flat rate. The Non-metered Service Detail includes the discrete pieces for services without a meter.

Report dates

Report Date is the report date range.

Do you want to use the current date as the report date range?

Yes, I want to use the current date. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.

Sections

A report uses sections and columns to organize information. A section organizes data in horizontal blocks, while a column organizes data in vertical blocks.

Services

A service may include metered and non-metered services. A metered service is a service, such as water or electricity, that only requires a consumer to pay the portion used. A non-metered service like garbage is billed a flat rate.

Do you want to include all services?

Yes, I want to include all services. On the Services tab, click to select Include All Services.
No, I do not want to include all services. On the Services tab, click to deselect Include All Services. Click Select. Use the Selection form to move the services to the Selected Services list. Click OK.

Transaction detail

The transaction detail includes the following transaction types:

Assistance applied
Balance transfers
Billing adjustments
Billings
Contract adjustments
Contract billings
Deposits applied
Interest
Payment adjustments
Payments
Reallocations
Write-offs