Mineral Lease Details

Back to Qbyte Optix for Qbyte CS Land Report Comparison - Mineral

Introduction

The Mineral Lease Details is used to generate industry standard formatted Abstracts, but it can be used for much more.  Details are one of the most flexible reports in Qbyte Optix for quickly accessing any of the data entered in the Mineral Lease module.

• Generate formatted ‘mini abstracts’ for specific requests.

• Use built-in options for high level data integrity reporting.

• Export selected data to Excel for further filtering and analysis.

Report Options

Allow you to filter to just the required data.

Data Selection

• Measurement System: Metric or Imperial to show values in Hectares or Acres

• Sub Details: select Include Details to include sections for Sub information on the report. If Exclude Details is selected, the abstract will display a list of the subs, without any of the Sub details.

• Inactive DOI Links can be Included on the report if historical information is required. If Excluded, then only the current DOI will be shown.

Presentation

• Graph: Exclude Graph / Include Graph / Graph Only to optionally display a visual representation of Area Total by Lessor Type.

Report Sections

• Include All Report Sections for a complete Abstract or Select Report Sections by highlighting specific sections from the list (Use Shift click to pick a contiguous group of sections and/or Ctrl click to pick multiple noncontiguous sections).  A ‘mini Abstract’ is handy for specific analysis or to quickly get specific data to Excel.

Mineral Lease Selection Method

Is used to select how you want to further narrow down the number of files included on the report.  

Include All Mineral Leases

Automatically selects All files, active and inactive, there are no further filter options.

Enter a List of Mineral Leases

Is a very flexible option to specify a list of the exact file numbers to be included in the report.  Use any of the following methods or any combination of the following methods:

• Manually enter one at a time a list of specific file numbers to be included in the report. You have flexibility to save the Defined List to be used again in the future for this report or any other Mineral Lease report.

• Import List allows you to copy/paste a list from another source (i.e. Excel or Word). You have flexibility to add or remove specific files from the imported list and to save the Defined List to be used again in the future for this report or any other Mineral Lease report.

• Advanced List Builder can be used to derive a list of file numbers based on the criteria options specified. It is similar to using the Mineral Lease Criteria  You have flexibility to add (via manual or Import List) or remove specific files from the derived list and to save the Defined List to be used again in the future for this report or any other Mineral Lease report.

Enter Mineral Lease Criteria

Is a dynamic selection method where the specified filter options determine which files match and are to be included on the report and is the most often used Selection Method. Any combination of the filter options can be specified:

• Basic filters are generally the most often used: I.e., Lessor Type, Mineral Lease Type, File Status. etc.

• Projects can filter by 1 or more Projects setup in Qbyte CS Land

• Location can filter by survey system where the Legal Description is equals, between or contains the specified location(s).

• Rights Held can filter by substances and zones (From / To)

• Advanced provides access to many other, maybe less used filter options. i.e. where Acquisition Type is equal to Broker Acquired

  • Updated by User, Updated by Date and Updated Last are available for audit reporting.  Note: Last Updated by information shown on the Details/Abstract will show ‘Inserted or Updated outside of Qbyte CS Land’ if records have been inserted/updated via Qbyte Exchange or a conversion process. Also if the last update was by a system process (i.e. Code Change), the Last Updated by information will show the User who ran the process.

• Data Relationships can be used to see where specific sections (tabs) of data ‘exist’ or ‘do not exist’. Useful for quick data integrity reporting, to find data anomalies or to help limit the number of Mineral Leases included in the report i.e. Mineral Leases that have related Wells at the base level. 

Once all of the specific filters are chosen, the Defined Criteria can be saved and used again in the future for this report or any other Mineral Lease report. 

Retrieve Defined List or Criteria

Is available to reuse a previously saved Defined List or Defined Criteria on other reports within the same module. The Defined List will only include the files saved in the list but when the Defined Criteria is used again in the future, it will dynamically include any files that match the Defined Criteria at the time the report is run.  

Business Associates Selection Method

Can be used to filter on a specific Business Associate and usage (i.e Lessor, Partner, Payor, etc).  The Selection Method’s functionality is similar to the Mineral Lease Selection Method above for:

• Include All Business Associates

• Enter a List of Business Associates – with additional option to specify Usage.

• Enter Business Associate Criteria – with additional option to specify Usage.

• Retrieve Defined List or Criteria

General Qbyte Optix Report Functionality

• On the Report Results, click any blue underlined field to drill-down to another report for further details. I.e., click once on the Lessor and it will open the Business Associate Details. To get back to the original Mineral Lease Details, simply click the Mineral Lease Details breadcrumb underlined in blue in the top-left corner.

• Buttons shown at the bottom of Qbyte Optix Reports:

  • Print to PDF is useful to save the report to a common network drive or SharePoint location or to subsequently print hardcopies of the report. This button is not available on Data Extracts.

  • Export to Excel to send the report data to Excel which offers even more flexibility for additional analysis and/or filtering.

  • Submit Archive Request to Schedule and create a snapshot of the report data and to email report links and/or output to email recipients.  Recipients do not need to be Qbyte Optix users. This button is only available on the Report Results tab once the Report Criteria has been saved.

  • View Log is only available on the Report Results tab and is generally only used as directed when diagnosing report issues.

  • Email To the report links to specified email recipients.  Typically, recipients are other Qbyte Optix users, when they click on the report link in the email, the report will open for them in Qbyte Optix. This button is only available once the Report Criteria has been saved.

  • View Report to see or refresh the Report Results tab displaying the report output.

  • Save Report Criteria so the report can be easily run again in the future picking up any files matching the criteria at the time it is run.  Optionally, Share report criteria with other users. They can find shared reports on the Home tab > Find Report Criteria - simply select the option to Include Other User’s Shared Report Criteria. They will not be allowed to overwrite someone else's shared report. If the Report Criteria is updated, it will be saved under the new user’s ID.