Difference between revisions of "Monthly Reports Tool"

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''Provides multiple styles of Monthly Reports that can be filtered down by criteria and by site.''
 
''Provides multiple styles of Monthly Reports that can be filtered down by criteria and by site.''
 
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◄ [[Analyst Overview]]
  
 
'''''AnalystX2 and InsightX2 are both capable of using this tool.'''''
 
'''''AnalystX2 and InsightX2 are both capable of using this tool.'''''
  
 
[[File:InsightX2 - Monthly Reports.png|border|right|800px]]
 
[[File:InsightX2 - Monthly Reports.png|border|right|800px]]
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From AnalystX2 go to > Reports > Monthly Reports
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From InsightX2 go to > Monthly Reports > Monthly Reports
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===<u>'''Creating a Report'''</u>===
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To create a report follow the steps for filtering the report type and sites.
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<u>'''Step 1 Select the Report Type'''</u>
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There are many different types of reports that can be selected, to view an example of each can be found at the bottom of this page.
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Depending on the selected report, certain options will be presented.
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Select Oil, Gas or both.
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*'''Report at a State Pressure Base''' - This will show all numerical totals as what the state requires not what it is under site maintenance.
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*'''Include Plant Inlet As sales''' - This will take into account any plant inlet volume as a sale rather than apply the numbers to its own Plant Inlet column
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*'''Include Plant Residue as Sales''' - This will take into account any plant residue volume as a sale rather than apply the numbers to its own Plant Residue column
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<u>'''Step 2 Specify Filters For Site Selection'''</u>
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This step will allow you to filter the selected report by Analyst, Site Type, Operator, State, Field, Foreman, and Area.
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As you are filtering you will see the list of sites decrease in count to the right.
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<u>'''Step 3 Specify Sites to Report on '''</u>
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Here you can select the period for the month that you want to pull in mm/yyyy format.
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By default all sites will be selected and the check-marks near the top will allow you to de-select all or re-select all.
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Note that if "Use Internal Reporting Dates" has been checked it will only pull sites that have an active date setup in Site Maintenance for the period selected.
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<u>'''Step 4 Create the Report'''</u>
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The last step is to select what your first column will be.
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You can show the site as its user_ref, Name & Number, and Acct or Econ Xref
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The report will generate in Prams before allowing the option to export to Excel or Pdf.
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If the report doesn't look satisfactory you can then select back and change the options around.
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Selecting a new report will not reset the other filters.
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There currently isn't a way to save the filters and selections. Its recommended to remember your selections. 
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===<u>'''Report Examples'''</u>===
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Below are examples of each of the report options.
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'''Production And Disposition'''
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[[File:InsightX2 - Monthly Reports - Prod and Disp.png|border|800px]]
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'''Production And Disposition Oil'''
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[[File:InsightX2 - Monthly Reports - Prod and Disp Oil.png|border|500px]]
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'''Production And Disposition Gas'''
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[[File:InsightX2 - Monthly Reports - Prod and Disp Gas.png|border|500px]]
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'''Allocation Results'''
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[[File:InsightX2 - Monthly Reports - Allocation Results.png|border|800px]]
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'''Injection Report'''
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[[File:InsightX2 - Monthly Reports - Injection Report.png|border|500px]]
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'''Ticket Summary'''
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[[File:InsightX2 - Monthly Reports - Ticket Summary.png|border|700px]]
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'''Production History'''
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[[File:InsightX2 - Monthly Reports - Production History.png|border|900px]]
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'''Sales History'''
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[[File:InsightX2 - Monthly Reports - Sales History.png|border|900px]]
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'''Production And Disposition History'''
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[[File:InsightX2 - Monthly Reports - Production and Disp History.png|border|800px]]
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'''Production And Sales History'''
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[[File:InsightX2 - Monthly Reports - Production and Sales History.png|border|800px]]
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Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.

Latest revision as of 21:14, 27 March 2020

Provides multiple styles of Monthly Reports that can be filtered down by criteria and by site.

◄ Analyst Overview

AnalystX2 and InsightX2 are both capable of using this tool.

InsightX2 - Monthly Reports.png

From AnalystX2 go to > Reports > Monthly Reports

From InsightX2 go to > Monthly Reports > Monthly Reports

Creating a Report

To create a report follow the steps for filtering the report type and sites.

Step 1 Select the Report Type

There are many different types of reports that can be selected, to view an example of each can be found at the bottom of this page.

Depending on the selected report, certain options will be presented.

Select Oil, Gas or both.

  • Report at a State Pressure Base - This will show all numerical totals as what the state requires not what it is under site maintenance.
  • Include Plant Inlet As sales - This will take into account any plant inlet volume as a sale rather than apply the numbers to its own Plant Inlet column
  • Include Plant Residue as Sales - This will take into account any plant residue volume as a sale rather than apply the numbers to its own Plant Residue column

Step 2 Specify Filters For Site Selection

This step will allow you to filter the selected report by Analyst, Site Type, Operator, State, Field, Foreman, and Area.

As you are filtering you will see the list of sites decrease in count to the right.

Step 3 Specify Sites to Report on

Here you can select the period for the month that you want to pull in mm/yyyy format.

By default all sites will be selected and the check-marks near the top will allow you to de-select all or re-select all.

Note that if "Use Internal Reporting Dates" has been checked it will only pull sites that have an active date setup in Site Maintenance for the period selected.


Step 4 Create the Report

The last step is to select what your first column will be.

You can show the site as its user_ref, Name & Number, and Acct or Econ Xref

The report will generate in Prams before allowing the option to export to Excel or Pdf.

If the report doesn't look satisfactory you can then select back and change the options around.

Selecting a new report will not reset the other filters.

There currently isn't a way to save the filters and selections. Its recommended to remember your selections.


Report Examples

Below are examples of each of the report options.

Production And Disposition

InsightX2 - Monthly Reports - Prod and Disp.png


Production And Disposition Oil

InsightX2 - Monthly Reports - Prod and Disp Oil.png

Production And Disposition Gas

InsightX2 - Monthly Reports - Prod and Disp Gas.png

Allocation Results

InsightX2 - Monthly Reports - Allocation Results.png

Injection Report

InsightX2 - Monthly Reports - Injection Report.png

Ticket Summary

InsightX2 - Monthly Reports - Ticket Summary.png

Production History

InsightX2 - Monthly Reports - Production History.png

Sales History

InsightX2 - Monthly Reports - Sales History.png

Production And Disposition History

InsightX2 - Monthly Reports - Production and Disp History.png

Production And Sales History

InsightX2 - Monthly Reports - Production and Sales History.png






Copyright © 2024 by PRAMS Plus LLC. All Rights Reserved.

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