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Getting Started: Custom Report

Learn how to build a report using custom data from your account. You can add as many variables as required

Orlando Leyva avatar
Written by Orlando Leyva
Updated over 6 years ago

The reporting feature of iWell lets you build your own custom reports from data captured on the field. You can use as many fields as you need and save those searches for future reference. 

This article contains the following topics: 

  • How-to build custom reports

  • Save report settings / searches

  • Edit search criteria

  • Exporting reports

How-to build custom reports

To start building reports:

1. On your main menu, select Reports

2. You will see a list of available reports in the platform. Select the Custom Reports by clicking the View Report button.

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

  • Display by: Production by Well, or by dates.

2.2 Choose the Data you want to include in the report. Simply drag and drop data to the right side column (Data in the Report)

NOTE. You can utilize Custom Field data in your reports (See Creating Custom Fields for more information) 

2.3 Choose the Wells you want to include in the report. You can select individual Wells or Well Groups.

2.4 If you wish to save this search for further reference, enter the desired name of your search and click Go to save it. When you’re ready to generate the report, click Generate Report.

2.5 The platform will then generate a report preview (when selecting more than one Well and multiple dates). To view the full report, click Show Full Report. 

2.5.1 If you wish to edit the search criteria, click Edit Search. The platform will take to the previous screen to edit the fields. 

Exporting 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.

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