The reporting section of the platform, lets you create, review, and export your production data. This is helpful when building production forecast for your Wells, presenting data to investors or submitting State required reports.
In this article we will cover the following topics:
How to build a Production Report
Save report setting / searches
Edit search criteria
Exporting Reports
Sharing reports with other users
How-to Build a Production Report
To start building a report:
1. On your main menu, select Reports
2. You will see a list of available reports in the platform. You can select a report view by clicking on the View Report button or on the name of the report, on the left side menu. In this case we want to select a Production Report.
2.1 To start building your report, fill the form in the Build Your Report section:
Date range: Last 7, 30, 180 or 365 days. You can set custom dates as well.
Show by: Show information by individual Well, Group of Wells or Leases
Display by: Production by Well, or by dates.
Group by: Group production data by Day, Week or Month.
Show comments entered for each Well.
2.2 Choose the Wells you want to include in the report. You can select individual Wells or Well Groups.
2.3 Once you have selected Run Report your report look something like this.
2.4 The platform will then generate the report for you. If you wish to edit the search criteria, click Edit Report.
2.5 You will be taken back to the previous screen, where you can edit the search criteria of your report.
Exporting your Reports
3. You can export your generated reports in an Excel (CSV) or PDF format. To export the report, click on the PDF or CSV icon on the upper right corner of your screen. The platform will automatically save the document on your computer.
3.1 If you wish to print the report, click on the Printer icon, on the upper right hand corner of your screen. You need to have a printer setup in order to print the document.
3.2 You can also save the report and go back to it as many times as you like and edit that same report.
3.3 And last but not least you have the Email option (envelope icon) which will allow you to email this report to yourself or share it with other users. You can also make this a Monthly, weekly or daily report to be sent out automatically just by selecting the Schedule this report to be emailed option.
3.4 To create another report, simply click on '+ New Report'.
If you have further questions or have any issues with any report, feel free to call (800) 219-0141.