This article contains the following topics:
creating an Balance Report
saving a report
editing criteria for a report
On your iWell account homepage, click on the 'Reports' tab, on the top-left hand side of the screen.
Once you are on the Reports page, you will see a list of the various reports you can run on iWell.
The Balance Report will show you the opening balance, closing balance, oil production, and oil sales for a given time period and tank battery. This information is usually used for state and federal reporting.
We highly recommend that you run an Error Report, and correct all errors found, before running a Balance Report. By running an Error Report and correcting the errors first, it will ensure your oil tank balances are correct.
Click on 'Balance Report' on the left-side column, or on 'View report' next to the Balance Report option on the right.
Once you are on the Balance Report page, you will need to choose the view options that you need.
You will need to select a Date Range (today, this month, last month, last 60 days, etc). You can also create a custom date range, by clicking on 'Custom' and entering between which two dates you would like to see the report for.
You need to choose which 'Type', between Oil and Water.
You will also need to choose whether you want it to 'Show by' Wells or Leases.
You will now need to search for the Well(s), Well group(s), or Lease(s) that you want to include in the Error Report.
Type in whichever you require. If you only want a few from a specific group, you can search for the group, and uncheck those that you do not need.
Click on 'Run Report' when you have selected all the wells you need.
You will now have a Balance Report for all of the Wells you selected.
You can edit, save, or share your Balance Report with these icons at the top:
