Run the Customer List Report

The Generate Reports tool allows you to create various types of customer reports independent of an incident. You can select a device, or a group of devices, and generate a list of associated customers. Use this functionality to create a list of customers for planned outage notification.

  1. To use a selected set, first select the desired features in ArcMap.
    You can use a selected set of features in ArcMap or select a single feature.
  2. In Responder Explorer, click the Generate Reports button.

    The Reports window opens.

  3. Select a Report Type of Customer List.
  4. Select one of the following Output types:
    • Excel: Creates an Excel spreadsheet (.xls).

      NOTE: If you select Excel and are creating multiple reports, you must close the previous report (or save it with another file name) before creating another.
    • Browser: Creates an HTML page.

  5. Select the method to use to compile the customer list:
    • Single Device: Select a single device and compile a list of all customers downstream. You can select a device on the map using the Select Device button. You can also select a Facility Type and provide an ID.

      NOTE: The ID value searches a field on the feature with the FACILITYID field model name assigned. If the FACILITYID field model name is not assigned, it searches the ObjectID field.
    • Service Points Selected in ArcMap: Select this option if you have a selected set in ArcMap to use when compiling a list of customers. Or you can select a set of service points on the map using the Select Device button. This option creates a list of customers connected to the devices in your selected set.

    • Downstream from Selected Devices in ArcMap: Select this option if you have a selected set in ArcMap to use and want to compile a list of all customers downstream from the selected devices. Or you can select a set of devices on the map using the Select Device button.

      NOTE: The list of selected devices in ArcMap is any device in your selected set that has the RXINCIDENTDEVICE model name assigned.
  6. Select the Network State you want reflected in the report:
    • Normal: The state of devices as they exist in your GIS.

    • Actual: The state of devices in your GIS with any changes from current Responder incidents.

  7. Select to filter the results by specific Phases as needed.
  8. Select the types of Customers to include in the list:
    • Critical
    • Priority
    • Multiphase
    • Other
    • Disconnected
    • All
    NOTE: The Other phase returns a list of all non-critcal, single-phase customers.
  9. Click Generate to create the report.
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