How To: Reporting Group Setup

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1 Setting Up the Production Date Criteria
2 Creating Reports for the Group
3 Creating Report Group
4 Adding Report Group Reports

Setting Up the Production Date Criteria

This will allow you to link all the reports in the group so that changing the date once at the beginning of a new month, or changing the date to run an amendment, will change the production date on all the reports in the group.

1. Navigate to User's Home > Manage Configurations > Appearance and Settings > Manage User Defaults.

2. Set the Reporting Period selection method to the current production date; select the Save Defined Criteria button.

3. Name the Defined Criteria 'Production Month'.

4. Select Share Defined Criteria.

5. Select the Save Preferences and Defaults button on the bottom of the screen.

Creating Reports for the Group

This is where you create the reports you want to be part of the group and set the prerequisites for what data should be included in the report.

1. Navigate to the Reports tab and select the Report name for the report you want to create.

If you are not sure which folder the report is located in, use the Search option on top of the screen.

2. Check to ensure every report you create uses the Production Date criteria you created earlier.

For the Wells, Facilities, Entities selection, your most common choice is Enter Criteria.

3. Select your control group from the options below.

If you want to select more specific data to be returned on the report (i.e. product, purchaser…), make your selections.

4. Select the View Report button on the bottom right corner of the screen/

Ensure you have made the correct selections. Once you are happy with the report results, select Save Report Criteria.

5. Update the Report Criteria Name to include the name of your control group.

6. Create all the other reports you want in the group using the same method.

Creating Report Group

This is the group that you will link all reports to.

1. Navigate to the User's Home > Manage Configurations > Report Configurations > Manage Report Criteria Groups.

2. Select the New Report Criteria Group bar; enter the name and description for your report group (i.e. Berry Mandatory Month End Reports), and select Save New Report Criteria Group.

Adding Report Group Reports

You can now add reports to the group.

1. Navigate to the User's Home > Manage Configurations > Manage Report Criteria Group Reports.

2. Select your new group in the Report Criteria Group drop-down.

3. Select the reports you want to add to your group from the list below (you can select multiple by holding the CTRL key).

4. Select Add Selected; and Save Changes.