1. Water Utility Management
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Water charges, consumption, unposted documents, ledger totals, balances and exceptions.

Overview
Water Utility Management · Overview

Water Utility Management dashboard

This quarter

Accounting documents in view
6
Total gross amount usd
3,070
Invoice
2
Credit
2

Water meter runs by status

How far records got this quarter

StageReachedStep
Draft27
Submitted1348%
Approved862%
Rejected563%

Consumed gallons by status

Sample totals per stage

10.0k0
4.0kDraft
7.0kSubmitted
9.0kApproved
10.0kRejected
6.0kCompleted
Example screen with sample data

Questions to answer

Water charges by period Grouped

Which approved meter runs and charges were raised in each period?

Consumption by meter List

How many gallons did each meter record, and under which tariff revision?

Unposted documents by type List

What is still in draft, review or approved but not posted?

Posted debit and credit by month Grouped

What did each ledger account post each month?

Outstanding balances by partner List

What does each customer or partner still owe after applied cash?

Exceptions and review turnaround

Which operations failed or need review, and how long do reviews take?

More reports

Operation exceptions List

Pending, failed and needs-review operation receipts with their failure reason.

Review turnaround List

Time from submission to review decision for meter runs and documents.

Set up Water Utility Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started