Starter Pack report list

Report Name	Purpose	Associated Module
Asset Depreciation Forecast	This report provides critical insights into asset management finances. It details asset depreciation over time and forecasts future depreciation expenses.	Asset Management Asset Valuation
Asset Inventory	This report enables stakeholders to track and manage assets. It provides detailed information, including asset identification, type, location, value, and maintenance history.	Asset Management Asset Valuation
Asset Maintenance	This report enables stakeholders to manage and track asset maintenance activities. It provides crucial information, including maintenance history, costs, technician involvement, and future resource planning.	Asset Management
Accounts with No Meter	This report lists accounts with meter-based services that do not have an associated meter. Without an associated meter, meter readings are unavailable, and the system cannot calculate service charges. Agency staff must review and correct these accounts.	Utility Billing
Closed Accounts	This report lists billing accounts that agency staff closed during the specified date range.	Billing
Final Bill	This report lists accounts that moved out and received a final bill.	Billing
GL Summary	This financial report lists the daily sums of credits, debits, and totals for each general ledger account (GL code) in the report period. The report also provides total credits, debits, and overall totals for all GL codes in the same period.	Billing
Negative Consumption	This report lists meters with negative consumption, where a meter reading is lower than a previous reading. Because meters do not roll backward, negative consumption usually indicates an incorrect reading.	Utility Billing
Services with No Start or Stop Dates	This report lists account services without a start date and stop date. Bill Run does not bill services without a start date. Agency staff must review and correct these account services.	Billing
Accounts with Service Position Stop Date	This report lists account services with a service position stopped during the specified date range, while the account service remains active.	Utility Billing
Active Accounts with Direct Debit	This report lists active accounts enrolled in a direct debit plan with an effective date and no expiration date.	Billing
Payment Transaction Details	This report lists payments posted during the specified date range.	Billing
Active Connections	This report counts asset-based services currently billed, grouped by account class and area.	Utility Billing
Consumption by Service	This report totals service usage during the specified date range, grouped by account class and area.	Utility Billing
Unbilled Accounts	This report lists active accounts not billed during the specified date range.	Billing
Write off Eligible Accounts	This report lists accounts eligible for write-off based on status and small debt balance.	Billing
Aged Debtors Summary	This report details debtors’ financial position by outstanding debt and age.	Billing
Refund Eligible Accounts	This report lists accounts eligible for refund write-off based on status and credit balance.	Billing
Building Permit	This report lists all issued building permits within the city for agency review and tracking.	CDR Building Permits
Certificate of Occupancy	This report lists the compliance status of properties within the jurisdiction for agency review and verification.	CDR Building Permits
Certificate of Occupancy Temporary	This report helps agencies review and monitor properties with temporary occupancy status.	CDR Building Permits
Permit Totals by Month	The report shows the number of applications by reporting period, job valuations by application type and by work type, permit fees, plan review fees, and total fees by application type, and square footage.	CDR Building Permits & CDR Billing
Permits Issued	The report shows building applications with issued permits during the selected period.	CDR Building Permits & CDR Billing
Business License	This report provides the output for a business license.	CDR Licensing
License Usage	This report provides the count of utility billing accounts that users can access from the portal during a specified date range.	N/A
Resource Usage	This report provides a comprehensive overview of resource utilization. It includes usage hours, associated costs, and descriptions of usage. Users can use this information to improve resource planning, control costs, and identify inefficiencies.	Work Management

Asset Depreciation Forecast

This report provides critical insights into asset management finances. It details asset depreciation over time and forecasts future depreciation expenses.

Asset Management

Asset Valuation

Asset Inventory

This report enables stakeholders to track and manage assets. It provides detailed information, including asset identification, type, location, value, and maintenance history.

Asset Management

Asset Valuation

Asset Maintenance

This report enables stakeholders to manage and track asset maintenance activities. It provides crucial information, including maintenance history, costs, technician involvement, and future resource planning.

Asset Management

Accounts with No Meter

This report lists accounts with meter-based services that do not have an associated meter.

Without an associated meter, meter readings are unavailable, and the system cannot calculate service charges. Agency staff must review and correct these accounts.

Utility Billing

Closed Accounts

This report lists billing accounts that agency staff closed during the specified date range.

Billing

Final Bill

This report lists accounts that moved out and received a final bill.

Billing

GL Summary

This financial report lists the daily sums of credits, debits, and totals for each general ledger account (GL code) in the report period. The report also provides total credits, debits, and overall totals for all GL codes in the same period.

Billing

Negative Consumption

This report lists meters with negative consumption, where a meter reading is lower than a previous reading. Because meters do not roll backward, negative consumption usually indicates an incorrect reading.

Utility Billing

Services with No Start or Stop Dates

This report lists account services without a start date and stop date. Bill Run does not bill services without a start date. Agency staff must review and correct these account services.

Billing

Accounts with Service Position Stop Date

This report lists account services with a service position stopped during the specified date range, while the account service remains active.

Utility Billing

Active Accounts with Direct Debit

This report lists active accounts enrolled in a direct debit plan with an effective date and no expiration date.

Billing

Payment Transaction Details

This report lists payments posted during the specified date range.

Billing

Active Connections

This report counts asset-based services currently billed, grouped by account class and area.

Utility Billing

Consumption by Service

This report totals service usage during the specified date range, grouped by account class and area.

Utility Billing

Unbilled Accounts

This report lists active accounts not billed during the specified date range.

Billing

Write off Eligible Accounts

This report lists accounts eligible for write-off based on status and small debt balance.

Billing

Aged Debtors Summary

This report details debtors’ financial position by outstanding debt and age.

Billing

Refund Eligible Accounts

This report lists accounts eligible for refund write-off based on status and credit balance.

Billing

Building Permit

This report lists all issued building permits within the city for agency review and tracking.

CDR Building Permits

Certificate of Occupancy

This report lists the compliance status of properties within the jurisdiction for agency review and verification.

CDR Building Permits

Certificate of Occupancy Temporary

This report helps agencies review and monitor properties with temporary occupancy status.

CDR Building Permits

Permit Totals by Month

The report shows the number of applications by reporting period, job valuations by application type and by work type, permit fees, plan review fees, and total fees by application type, and square footage.

CDR Building Permits & CDR Billing

Permits Issued

The report shows building applications with issued permits during the selected period.

CDR Building Permits & CDR Billing

Business License

This report provides the output for a business license.

CDR Licensing

License Usage

This report provides the count of utility billing accounts that users can access from the portal during a specified date range.

N/A

Resource Usage

This report provides a comprehensive overview of resource utilization. It includes usage hours, associated costs, and descriptions of usage. Users can use this information to improve resource planning, control costs, and identify inefficiencies.

Work Management