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Specialized Key Performance Indicators (KPIs) can be created by grouping together data in a way to highlight anomalies.
Specialized Reporting KPIs
To create a Key Performance Indicator (KPI):
Navigate to the Qbyte Financial menu and select Master Data > Specialized Reporting KPIs.
Define the KPI
In the header section, enter KPI information choosing a unique name for each KPI.
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ID
This will populate when the Specialized Reporting KPI is created (system generated).
Name
The name used to distinguish the KPI. Should be a unique name.
Status
Indicates if the KPI is ACTIVE (will be visible in Qbyte Optix) or INACTIVE (will not be visible in Qbyte Optix).
Denominator
Indicates the type of data that will be used in the denominator of the calculation.
Denominator List of Values:
ACCTS ACCOUNTS
ACCT_TYPE ACCOUNT TYPE
BOE BARRELS OF OIL EQUIVALENT
BOE_DAY BARRELS OF OIL EQUIVALENT PER DAY
MCFE THOUSAND CUBIC FEET EQUIVALENT
MCFE_DAY THOUSAND CUBIC FEET EQUIVALNET PER DAY
Display KPI Calculation As
Indicates how the resultant calculated KPI value will be displayed.
Display KPI Calculation As List of Values:
AMT AMOUNT available when denominator is ACCTS, ACCT_TYPE, BOE or MCFE
PCT PERCENTAGE available when denominator is ACCTS or ACCT_TYPE
VOL VOLUME available when denominator is BOE_DAY or MCFE_DAY
Select the Numerator Accounts
A range of accounts can be added or deleted using the Add/Delete (A/D) drop down, as well as individual accounts can be added to or deleted from the Numerator Accounts grid.
To add a range of accounts, or delete a range of accounts, enter information in the Numerator Account Range section.
Once information is entered, navigate to the Numerator Accounts section to show the changes.
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Enter this information...
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From Acct
Enter the beginning range major/minor account to be added or deleted from the numerator accounts. Accounts with a number greater than or equal to the number entered will be selected. This value can be selected from the Accounts list of values.
To Acct
Enter the ending range major/minor account to be added or deleted from the numerator accounts. Accounts with a number less than or equal to the number entered will be selected. This value can be selected from the Accounts list of values.
Add/Delete (A/D)
Determines whether the range of accounts will be added to, or deleted from the numerator, values include:
A - Will add the range of accounts to the account group.
D - Will delete the range of accounts from the account group.
To add an account to a numerator, enter information in the Numerator Accounts section.
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Enter this information...
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Enter this information...
Account Major
The account major. This value can be selected from the Accounts list of values.
Account Minor
The account minor. This value can be selected from the Accounts list of values.
Description
The account description.
This field cannot be modified.
Select the Denominator Accounts
If the Denominator of your KPI is "ACCTS" or "ACCT_TYPE" you will need to define the accounts or account type that will be used in the calculation.
Denominator
Display KPI Calculation
Denominator Account Types
Denominator
Display KPI Calculation
Denominator Account Types
ACCTS
Either AMT or PCT
A range of accounts can be entered in the Denominator Account Range section or account major/minors can be added individually to the Denominator Accounts section.
ACCT_TYPE
Either AMT or PCT
Account Type codes are entered in the Denominator Account Types section.
Account types can be chosen from the List of Values popup.
BOE
AMT
No denominator accounts required.
Total BOE will be used for the denominator.
BOE_DAY
VOL
No denominator accounts required.
BOE per day will be used for the denominator.
MCFE
AMT
No denominator accounts required.
Total MCFE will be used for the denominator.
MCFE_DAY
VOL
No denominator accounts required.
MCFE per day will be used for the denominator.
Accts Denominator Example:
To add a range of accounts, or delete a range of accounts, enter information in the Denominator Account Range section.
Once information is entered, navigate to the Denominator Accounts section to show the changes.
In this field...
Enter this information...
In this field...
Enter this information...
From Acct
Enter the beginning range major/minor account to be added or deleted from the numerator accounts. Accounts with a number greater than or equal to the number entered will be selected. This value can be selected from the Accounts list of values
To Acct
Enter the ending range major/minor account to be added or deleted from the numerator accounts. Accounts with a number less than or equal to the number entered will be selected. This value can be selected from the Accounts list of values.
Add/Delete (A/D)
Determines whether the range of accounts will be added to, or deleted from the denominator, values include:
A - Will add the range of accounts to the account group.
D - Will delete the range of accounts from the account group.
To add an account to a denominator, enter information in the Denominator Accounts section.
In this field...
Enter this information...
In this field...
Enter this information...
Account Major
Enter the account major or select from the Accounts list of values.
Account Minor
Enter the account minor or select from the Accounts list of values.
Description
The account description.
This field cannot be modified.
Acct Type Denominator Example:
To add an account type to a denominator, enter information in the Denominator Account Types section.
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Enter this information...
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Enter this information...
Account Type Code
Enter the account type code or select from the Account Types list of values.
All accounts with the selected account type will be used in the denominator.
Description
The account type description.
This field cannot be modified.
Running the Qbyte Optix reports with the Specialized Reporting KPIs
Initially, the Specialized KPIs widget is available in Qbyte Optix as part of the Summarized Operations Trends report only.
Summarized Operations Trends Example:
Navigate to the Specialized KPIs widget. The default Specialized KPI Selection Method is Do not include Specialized KPIs.
To include Specialized KPIs on your report output, select Enter Specialized KPI Criteria. The Specialized Reporting KPIs are created in Qbyte Financial first and the Available Specialized KPIs section will display all ACTIVE KPIs.
Add selected rows to the Selected Specialized KPIs section from the Available Specialized KPIs section.
The Move Up and Move Down buttons allow you to control the order in which the Specialized KPIs will appear on the report output.
Once the Summarized Operations Trends report output is generated, the Specialized KPIs section will appear below the standard (Optix defined) KPIs section.
Values for Specialized KPIs will appear in each month displayed but they will not appear in the Prior or Total columns.
The Specialized KPIs section will appear in all three report output modes of Optix: HTML (shown above), PDF (shown below) and Excel (shown below).
