Report Manager Client Management Reports
The RMR Prelist* Report will print active recurring line amounts for an Accounting Period range or a specific date range. This report is grouped by customer type; Commercial and Residential. Within each customer type group, amounts will be printed by RMR Reason Code. Percentages by RMR Reason Code are printed for each customer type group. The last page of the report will print totals by Reason Code for all branches and all customer types.
This report has a branch option; if multiple branches are selected, a new report will print for each unique branch.
Once the desired options have been selected, press the OK button to display the report in print preview mode.
Report Selections
Cycle Month - The report default is Current Month/Year. The User may select a specific next cycle date from the drop-down list if desired.
Branches - The report default is to print data for all active Branches. If it is desired to print the data associated with one or multiple Branches, the User may select the checkbox to the left of each branch desired.
· Hide Inactive Branches - If data is not to be listed for inactive Branches, select this option.
· Show Each Branch - If this option is selected, a new page will begin with each unique Branch. Totals are printed after all data is printed for a Branch. The last page of the report will print Totals by Branch and a Grand Total for all Branches.
Options
· Recurring Item Type Summary - When this option is selected, recurring lines will be Grouped and Subtotaled by Item Type.
· Recurring Item Summary - When this option is selected, recurring lines will be Grouped and Subtotaled by Item Code.
· Annual Recurring Distribution - If this option is selected, at the end of the report a Summary section will print with amounts for the next 12 billing cycles broken down by Billing Cycle columns.
· Show Detail - Selecting this option will print each recurring line grouped and subtotaled by Customer. If this option is not selected, the report will print in Summary mode.
Report192