Billing Reports
Learn about the various Billing related reports in CIS.
The list provides the name of billing reports and a brief description of the reports:
| Report Name | Description |
|---|---|
| Active Unbilled Meter Report | This report allows the user to see at a glance which Customers haven not been billed for consumption that has been received. It includes the active meters and the last time those meters were invoiced. Helps track if any active Customers are not getting invoiced timely. |
| Billing Performance by Period | This report displays the summary-level billing information by month selected. It tracks billing performance by each day of the month. User enters a monthly goal of total number of premises to be billed and a goal of total charges to be billed to get proper results. |
| Billing QA Sampling | This report shows a listing of invoices not yet printed for client and CIS QA to visually inspect a sampling of invoices before print batch is released. |
| Current Consumption Audit Report | This report provides a listing of all Customers who have received usage but have not been billed. |
| Customer Cycle Tracker | This report is a great summary-level list that displays Customer count with active meter counts. Report also shows the number of Customers by bill group with unbilled consumption. Report shows second level of detail when the Bill group is selected, the Production Cycles are displayed with Customer count information. |
| Daily Billing QA Report | This report is a modified version of the Billing QA Sample report. It is a merge of the QA report and Daily Billing report. |
| Daily Billing Report | This report displays invoices by Customer generated within a date range. It includes the invoice category-level charges broken out for quick review. Used for Billing QA and Accounting purposes. |
| Estimates | This report provides a listing of Customers who have been invoiced based upon
estimates. Note: Sometimes Customers need to be billed but their consumption or the
810 invoice has not arrived timely. CIS generates an estimated invoice based upon
certain Customer rules
|
| First Time Bill Report | This report is a list of Customers who are being billed their first invoice. It is used to provide added QA for first-time billed Customers. Also used to verify that the Customer is set up and enrolled properly in the system. |
| Invoices Not Printed | This report displays a list of Customers’ invoices that were generated but not printed. |
| Production Cycle Customer Listing | This report is a list of Customers within Bill Group and by Production Cycle. Production cycles are the Meter Read Service Cycles assigned by the LDC. Bill Groups are a CIS term used to group Customers that should be billed in the same manner. |
| Special Consumption Report | This report displays Customers’ consumption information by consumption type and allows you to select invoiced or non-invoiced consumption by a date range. Used for tracking billing timeliness as well as the invoicing of the different types of consumption. It includes a listing of consumptions for a given time frame that are of a certain type. These types included are estimates by CIS operations, meter roll-overs, and true-up adjustments. |
| Summary Billing Report | This report is same as the Revenue and Receipts Report, but filtered by Master Customer. |