Account Information Report
Utility Management > Reports > Management > Account Information Report
The Account Information Report has been added to the Management reports menu:
From the following tabs, select the data you want the report to contain:
- Associated Contacts
- Billing Profile
- Service Characteristics
- Address Location
- Balance
- Account Characteristics
After making your selections, click Print to generate and display a grid of the account data:
This data can be exported to Excel and formatted further. To export the data to Excel, click the Feature chooser in any column header, then Export:
Select from the export options and click Export: