SmartFusion Modules > Utility Billing > Customer > Customer Master Report

Recent Changes: 
6.219 - Fixed "MaxExcelRowCount" error when exporting large amounts of data from the Grid Report to Excel. See Grid Reporting wiki page for details.

6.202 - Added REU to the grid only when the setting Use Residential Equivalent Units (REU) is checked in the UB System File, General Settings, Meters tab.

6.166 - Changed 'Include actives' and 'Include inactives' to look at customer location status instead of the customer status. Also made a change in the report to display Fixed services by customer location instead of customer.

6.158 - Fixed an issue where data was not being displayed in the grid when "Print notes" was not selected and also shows more columns for Customer Master and sub-grid reports for (Fixed Services, Metered Services, and Notes Master).

6.121 - Note dates fields (from date and to date) that are visible when selecting either the Print notes or Print additional notes options. If set, the report will only display notes for customers that fall between those two dates.

6.108
- Added a filter for type of entity to the data selections for the customer master report
- Added a check box to print email addresses.

Refer to bottom of page for changes prior to version 6.100

Introduction

This screen allows a user to print the customer master report with various options

Selection Criteria

Select report sequence - Account Number, Alpha Sort (default), Billing Cycle, Location Zone, Master Code, Race, Route, Street Name
Select output option - Detail, Summary, Totals Only
Enter range to include

• Install dates
• Routes
• Street

Include actives (Active & Pending final) - If checked will include customers with locations that are active or pending final
Include inactives (Pending Active & Finalized) - If checked will include customers with locations that are pending active or finalized
Include critical need only - prints only customer locations marked as critical need
Include omit penalty only customers - prints only customer locations marked with omit penalty
Include current bank draft customers only
Include omit bill only customers - prints only customer locations marked with omit bill
Print email address - prints the customer's email address if they have one.

Print bill to address
Print current balance
Print SSN/tax ID
Print notes - If checked will include notes
Print additional notes - If checked will include additional notes
Note dates - range from which to select the notes for the customers and is visible if "Include notes" or "include additional notes" is checked
Include contact information - If this check box is checked then a drop down of contact types is visible and the user can choose multiple contact types

Changes Prior to Version 6.100

6.78 - Added check box for Include Contacts. If this checkbox is checked it will display the list of Contact Types that they can choose from

6.74 - Added check box for Include Additional Notes and grid reporting 

6.53
- Added check boxes for Critical Needs Only, Omit Penalty Only and Omit Bill Only.
- Updated the stored procedures involved to LINQ
- Updated report.