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Reports

  • Calculating Invoice Adjustments for a Customer After Re-Rating the Account
  • How To Find For Whom Contract Renewal Letters Were Sent or Not Sent From List of Customers
  • How to Get List Of Active Customers With Positive Balance Age & Negative Due Balance For A State
  • Get Customer Count & Revenue Per Product For Specified Period
  • Providing PA completed enrollments for a date range
  • Providing active gas accounts for New York
  • AEP Energy - Fetching Agreement/Contract ID for gas accounts
  • How To Get Taxes Charged For Specified Users For A Specified Date Range?
  • Getting Start and End Date for Variable or Fixed Rate Plans
  • Export List of Customer Accounts Who Were Sent Renewal Letters (With Filters)
  • Which SOC1 Control Objective covers canned reports?
  • Turning on Collected Tax Report or CCH Report
  • Unable to see Welcome Letter for new contract on account
  • Providing details for GA Accounts
  • Providing breakdown of GA paperless customers
  • Why Early Cancellation Fee (ECF) Letter was unexpectedly sent to customer?
  • Roles/Permissions For Specific CSR User Group
  • Providing report of SONP for given period
  • Providing Credits and Adjustments
  • Stream - Pre-Enrollment Historical Usage Request Status
  • CSR User List/Report
  • Getting Different Information Related to Customers
  • Spark - Getting active customers in ERCOT with a smart meter
  • Turning Off Welcome Letter Generation
  • Adding new user's email to mailing list
  • Providing Account Number and Email Address of Customers
  • Aurea Support
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