Using Billing Comparison Charts

You can select billing accounts from the list of records, or you can search for specific billing accounts to build a comparison chart.

To compare billing information in a chart:

1. Access Account 360 for your key account and then click the Billing tab.
2. In the work area of the screen, a list of associated billing accounts appears below the banner message or chart. The number of associated billing accounts is displayed next to the Billing Accounts field.
3. If all billing accounts are not displayed, scroll down to continue loading records in the billing account list.
4. Using the check boxes at the beginning of each record, select the accounts you want to compare in the chart. As you select billing accounts, the Selected field displays the number of accounts you have selected. You can select up to 20 billing accounts for comparison.
5. When you have selected the billing accounts you want to compare in the chart, click the Update Chart button.

   Note:

   You can also select billing accounts by clicking Search Billing Accounts at the top of the list. Use the Select Billing Accounts window to search for and select the billing accounts you want to compare in the chart, and then click the Update Chart and Close button.

   Additionally, search queries in the Select Billing Accounts window typically require an exact match. The premise address search is limited to the primary premise associated with the billing account. You can use wildcards to query on Address Line 1 of the premise address. For example, searching using %main will return all billing accounts where "main” is in the Address Line 1 field of the primary premise associated with the account in your customer information system.

6. The chart is displayed, showing billing data for the current year for each selected billing account. You can:
   • Use the < and > buttons above the chart to view data for different years. Be aware that the date range available for viewing is determined by the Historical Data Range Profile Option set by your utility. By default, the Historical Data Range is set to allow you to view 3 years of data.
   • Hover over a bar to view dates, service types, and billing amount details.
   • Click on a bar to display detailed billing data for the billing account.
7. To export the chart data, click the Export button above the chart. See Export Data from Account 360 for additional details.