Optix for Metrix Getting Started

Users Preferences

User Preferences may be set by individual users for various Optix behaviors. For the Production model, preferences can be set in the following ways:

• Open Property Browser is a collapsible panel used to explore the properties which match the report criteria.

• Well Display Name is used to specify how the Well Name is displayed on reports.  Two options are available 1)  Well ID (UWI in brackets) Name   or  2) UWI (Well ID in brackets) Name

• Hide Report Links to turn on/off report links to FM, CS Land or Metrix reports (if enabled).

Users Defaults

User Defaults allows individual users to set their own report default values for each of the available report criteria selection widgets in Optix.

• User defaults are used every time a report is created; providing a quick and effective way to customize the starting criteria for a new report.

• User defaults may be updated through the User Defaults sub tabs.  Detailed information on each Report Option can be found here.  
  
  

Optix Reports

List of all Optix Reports for Metrix

Show me which reports to use to validate different Gas Allocation Methods.

Data Extract Overview

Tell me more about Mashups, Comparison, Connection Reports

Filtering and Sorting Options

Use Selection Methods to Filter Down the Number of Files Retrieved

1. For all available entities (no filter) use the Include All option.

2. For a static list of files use the Enter a List option.

   1. Manually enter a list one at a time.

   2. Paste a list from another source (i.e. excel spreadsheet).

   3. Derive a list of file numbers based on filter criteria by using the Advanced List Builder option.

3. By Enter Criteria option (dynamic). This is the most commonly selected method.

4. By reusing a previously Saved List or previously Saved Criteria by using the Retrieve Defined List or Criteria option.

Use available Options for Sorting the Data

Report Output

Export to Excel

Should I use Excel with Template or Excel Without a Template?

Print to PDF

Emailing Reports

Does the intended email recipient need to have access to Optix?

What is the Difference Between the Email To Button on the Report and Email Settings in Submit Archive Request

Use Submit Archive Request to Regenerate the Report and Archive the Output

Build a Report Library to Easily Manage All of Your Optix Reports

Save the Report to Re-use Later Using  Save Report Criteria

Gain Quick Access to Frequently Run Reports by Using View My Favorites

Easily Share Report Criteria with Other Optix Users

Can I Change Someone Else's Report?

Can I Choose a Specific User to Share the Report With?

Data Extracts

Overview and List of available data extracts

Attribute Selection, filtering and sorting options

Examples

Metrix and Optix Terminology Comparison