SSI Insights

Well Reporting Filters

Well Reporting Filters

April 30, 2023

Well Reporting Filters

Well History Reporting ‐ a crucial piece of information for management and, let's face it, the brass ring. The whole reason why we do what we do every day. The ultimate goal for all your work? To provide accurate Well History reporting so management can make informed decisions on the financial status of wells. It's the proverbial “bottom line” everyone's wanting.

How to facilitate good Well History reporting from your SSI Oil and Gas Accounting Software?

Say YES to WELL GROUPS ‐ THE MOST BRILLIANT tool to categorize and organize for every manner of well-level reporting, from well master lists to revenue reporting, oil and gas production reporting, and most importantly? Well History reporting.

Ever wished for a Well History report with only a specific user-defined group of wells? Wanted to exclude plugged wells from Well History reporting so you're not wading through stuff that's dead and buried? How about Well History for wells drilled in a specific year? Or a Well History report by operator for non-ops to review profitability. Are the expenses excessive? See trends on how the operator is using your money. Hmmmm…now that might be interesting to review.

Maybe you're already using Well Groups in some form or fashion. But are Well Groups being utilized to full capacity? Maybe you have good Well Groups along with some legacy Well Groups that aren't working or are outdated. Or maybe have some Well Groups established but don't even know it?!

Fix them! Use them! Love them!
Don't underestimate the value of setting and using Well Groups. It's not complicated ‐ it's a simple but effective way to categorize well information in a virtually unlimited number of ways.

To set up Well Group Names and Codes: First ‐ THINK!
Think about what kind of info is needed from Well related reporting ‐ most importantly for Well History reports. Set high-level info goals.
Examples of high-level Well Group codes:
    01 - Production Status
    02 - Operator
    03 - Pumper
    04 - Acquisition
    05 - Disposition Year

You've got a max of 30 high-level Well Groups classifications possible.

Second ‐ DEFINE!
Define the detailed Group Codes that fall under each high-level Well Group.

Under 01 - Production Status (high-level Well Group)
    Dry Hole

Under 02 - Operator (high-level)
    Each non-op Operator

Under 03 - Pumper (high-level)
    Each pumper

Under 04 - Acquisition ‐ What about a list of yearly acquired wells, what was drilled or acquired in 2022?
    Each Year

Under 05 ‐ Disposition Year ‐ Very useful high level Well group - to exclude wells that were sold.
    Each Year

Third ‐ WORK!
Once the Well Groups and Group Codes are defined in your head, add to the SSI Standards. Never fear ‐ it's EZ!

Here's how…

WM01 ‐ Oil and Gas Standards Maintenance
Select the Well tab at the top of the screen. Right at the top of the drop-down list is Group Name Codes. That's where the high-level Well Groups are created and named. Use a 2-digit NUMERIC code 01 ‐ 30. A max of 30 are available but all 30 don't have to be set up all at once. Well Groups are evolutionary and continuous…as/when/if needed.

Also in WM01 ‐ Standards Maintenance, once the high-level Well Groups (01 ‐ 30) are added, select Group Codes (second from the top on the drop-down list). Add the details for the 30 high-level Well Groups.

Under 01 - Production Status, you might have Group Codes for Drilling, Completion, Producing, Shut-In. etc... you get the idea. These codes are a max of 6 alpha/numeric digits.

Sidenote - SSI's recommendation on these detailed Group codes? Keep it simple. Use the first 6 letters of the name. Example: for Drilling use DRILLI. Makes it easy later to enter the code when adding to the well master, with no look-up necessary. Although you will always have a drop-down look-up list of codes applicable to the major grouping. More on that in a minute.

Knock yourself out! Feel free to add as many Group Codes as necessary. Using a max of 6 digits ‐ alpha and numeric ‐ provides unlimited detailed Group Codes.

Now…you will see, as part of the dialog screen when adding the detailed Codes, the list of all high-level Well Groups added above ‐ Production Status, Operator, Pumper, and so forth, with little white boxes. The little boxes determine what detailed Group Code is applicable to what (high-level) Well Group.

Let's go back to our examples above. You've got 5 major groups ‐ Production Status, Operator, Pumper, Acquisition, and Disposition. When you add a (detailed) Group Code DRILLIN (for drilling) - to what high level code is DRILLI applicable? Operator? No ‐ you don't want to see DRILLIN when you look up codes for Operator. DRILLI isn't an operator. But DRILLIN is applicable to the Production Status code. So…checkmark the Production Status box! See?

Are some Group codes applicable to more than one high-level Well Group? That's OK! More than one high-level Well Group can be selected for a detailed Group code. But don't choose what's not applicable to a Group code. It muddies up your choices for those specific high-level Groups. Under the Pumper Well Group you don't want a bunch of Production Status codes showing up.

Now the fun part starts. Once Well Groups and Group codes added, attach the appropriate codes to each well master.

WM02 ‐ Well Maintenance
Pull up the well. See the Groups button at the bottom of the screen? Click it. The high- level Well Groups are in the left column ‐ then fields for the detailed Group code in the middle. In the Group code field enter the applicable Well Group code. Use the Inquiry button (at the bottom of the screen) to pick and choose. It has all choices applicable for that high-level well group. If it's done right ‐ for Production Status you'll only see choices for…well…DUHH…. Production Status! And by the way…there's also an optional informational column for date. A good example? When did the well go from Completion to Producing, or Producing to Dry Hole? When did the Operator change?

Required Groups - an especially cool thing. When adding a new well, a specific group (or groups) can be set as a required Well Group. Which means that when adding a new well it auto-pops over to the Groups screen and forces an entry to any Well Group(s) set as required. Consider this option in terms of the Production Status Group discussed above. All new wells have some kind of Production Status, so make the Production Status group required. Every new well added will require a Production Status Group. And what about Operator? All wells have an operator ‐ even if it's you, and is especially helpful if you've got operated and non-op wells.

Required Groups help keep the Well Groups maintained and current. It's all up to you to determine if, what, and how many Well Groups will be required.

Setting one or more required Well Groups is done in the WM02 ‐ Company Maintenance record. Check out SSI's On-line Help under WM02 ‐ Company Maintenance ‐ Required Groups for good, detailed instructions.

Another cool thing for Well Groups!! Especially if embracing Well Groups for the first time, rather than going into EVERY. SINGLE. WELL and adding groups, use an Excel template. All it takes is the well number, the appropriate group(s), and upload. Great time saver and a quick way to get Well Groups up and going.
Where's the Import for WM02 ‐ Well Groups? From your main SSI menu screen, under the Excel tab (from the menu tab at the top of the screen), select Startup Import Templates and see the vast list of imports available. Find WM02 ‐ Groups Template ‐ that's the one you want.

Oh!! and ONE MORE THING! The SSI Oil and Gas Accounting Software Well Dashboard makes good use of Well Groups. Since, after all, the Well Dashboard is an on-screen, graph-oriented version of Well History reporting, we've integrated the Well Groups into the Well Dashboard product. Utilizing Well Groups for the Well Dashboard facilitates ease of drill down preferences.

We do it all for you! To make YOUR job EZier!

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