> For the complete documentation index, see [llms.txt](https://help-intel.stackdx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help-intel.stackdx.com/dashboards/reports.md).

# Reports

The Reports Dashboard will create custom reports for the user to monitor industry activity. The user can create different reports by Area, Company, Field or Formation for specific time periods (ie. Last 7 days). Each report will display a summary of information including well, companies formations, transfers, etc. for you chosen report criteria that will update with our data.

### Create New Report

Create a new report by Area, Company, Field or Formation for specific time periods (ie. Last 7 days)  in the Reports Dashboard. 

1. Navigate to the Reports Dashboard
2. Click either the **New Report +** or **Create Report** option

<div align="left"><figure><img src="/files/7i5XvpNX00KbfayfwbFR" alt=""><figcaption></figcaption></figure></div>

3. Select Report Type (Area, Company, Field, Formation)&#x20;

<div align="left"><figure><img src="/files/ImGP5fYc7bygZlT7oqja" alt="" width="303"><figcaption></figcaption></figure></div>

4. Select **Report Criteria** and **Period** from the dropdowns

<div align="left"><figure><img src="/files/BoKNHgLL69mtPAehUhYo" alt="" width="304"><figcaption><p>Example: Select Formation from dropdown (ie. Montney)</p></figcaption></figure></div>

<div align="left"><figure><img src="/files/vET6s8KYw72HW8FTA7fT" alt="" width="323"><figcaption><p>Example: Select Period from dropdown (ie. Last 7 days)</p></figcaption></figure></div>

{% hint style="info" %}
Note: Reports with Periods Last 7, 30, 90, or 365 days will update dynamically with our data, while Custom Date Range will not be updated.&#x20;
{% endhint %}

5. Enter **Report Name**

<div align="left"><figure><img src="/files/weUMDK4suGaJsLiIQw1x" alt="" width="301"><figcaption></figcaption></figure></div>

6. Click **Create Report**

{% hint style="info" %}
Tip: Select the **Pin to Menu** option when creating the report to have it display under the Reports Dashboard menu for quick access to the report.&#x20;
{% endhint %}

The report will be generated and display in the Report Dashboard Grid and under the Reports Dashboard menu (if pinned).&#x20;

<div align="left"><figure><img src="/files/B93BhbPDAvKGgOJBB4pU" alt=""><figcaption></figcaption></figure></div>

### View Report Details

The report details are available if you select a report from the Report Dashboard Grid or Report Dashboards menu (if pinned). Depending on your report type the data displayed in the report includes well licences/spuds by formation/company/year, transfers, land activity and recent production data.&#x20;

Click on a report from the Report Dashboard Grid or Report Dashboards menu (if pinned) to view their report details.&#x20;

#### Overview

<figure><img src="/files/Wi0oIArKp5VlZVxOof7n" alt=""><figcaption></figcaption></figure>

1. **Report Detail Tabs** - Select one of the tabs to display the corresponding data

{% hint style="info" %}
Note: Depending on the Report Type (Area, Company, Field, Formation) generated the data availability will vary (ie. Land Activity tab is only available for reports by Area, Recent Production is not available for reports by Area, etc.).
{% endhint %}

2. **Report Details Information** - The available data for each tab displayed in charts and tables
3. **View Detailed Company Data** - Click the company names to view the specific company data. See [Companies](/dashboards/companies.md) section for more details.
4. **View Well Details** - Click the UWIs to view the specific well data in Stack Maps
5. **Add To Map** -  Click to add report section (ie. Licence Activity, Spud Activity, AER Transfers, etc.) as a data tab on the Activity Map

<figure><img src="/files/H7j1OoDtzH2MHa5gdnye" alt=""><figcaption></figcaption></figure>

6. **Report Settings** - Displays the settings for the report (ie. Formation/Area/Company Selected, Period, Current Date Range, etc.)

### Edit Reports

If there are any details you would like to adjust on an existing report (ie. Report Type, Period, Name, etc.) the user can edit the report settings when viewing the report details.&#x20;

1. View the Report Details
2. Click the **Edit** option in the **Report Settings**.&#x20;

<div align="left"><figure><img src="/files/oazrvgEWrIebeOMf3qci" alt=""><figcaption></figcaption></figure></div>

3. Modify the settings and click **Submit Edits**

<div align="left"><figure><img src="/files/tVrpR2HAv8WPnmdSULCM" alt="" width="302"><figcaption></figcaption></figure></div>

### Email Updates

If you would like to receive an email update on specific reports there is the ability for users to opt in to an email update sent every Monday.  This setting can be selected or deselected when viewing the report details.&#x20;

1. View the Report Details
2. Select either **Never** or **Every Monday** from the 'Email Update' dropdown

<div align="left"><figure><img src="/files/xVlaBM8AMtyYFJDrZKLM" alt=""><figcaption></figcaption></figure></div>

The user will receive an email containing the report details with a link to to view it in StackDX Intel.&#x20;

<div align="left"><figure><img src="/files/TgULZIFwkTCJ2YBnhB8w" alt="" width="563"><figcaption><p>Example  Monday Report Email </p></figcaption></figure></div>

### Share Reports

If you would like to share a specific report with another StackDX Intel Enterprise User there is the ability for users to send the report URL to another user for them to view in their Reports Dashboard. This setting can be found when viewing the report details.&#x20;

1. View the Report Details
2. Click the **Copy the URL** link in the Share Report section

<div align="left"><figure><img src="/files/5OQ36OzlMwGWO74zs0Ak" alt=""><figcaption></figcaption></figure></div>

The report URL link will be copied to the clipboard for the user to send to another StackDX Intel Enterprise User to view.&#x20;

{% hint style="info" %}
Note: If you access the report when not logged into an enterprise account the report will be displayed but with limited data. The Enterprise Account would be required to view all the report details. The below message will be displayed:&#x20;

<img src="/files/OuQAe8sMCZqHN1hVTlWZ" alt="" data-size="original">
{% endhint %}

The recipient of the report will be directed to the report details and will be required to save the report for it to be displayed in their Report Dashboard Grid and under the Reports Dashboard menu (if pinned).&#x20;

Save the report by clicking the **Save this report** option that will be displayed when viewing the report details.&#x20;

<div align="left"><figure><img src="/files/rzB1UaQdrrdajbYVJs4f" alt="" width="238"><figcaption></figcaption></figure></div>

### Delete Reports

If you would like to remove a specific report there is an option to delete it when viewing the report details.&#x20;

1. View the Report Details
2. Click the **DELETE THIS REPORT** option

<div align="left"><figure><img src="/files/ws9EYc4I19bOCQ6XoC9e" alt=""><figcaption></figcaption></figure></div>

3. Click **DELETE**

<div align="left"><figure><img src="/files/qHlkc3uBxM2eJmBv3jsJ" alt="" width="471"><figcaption></figcaption></figure></div>

The report will be removed from the Report Dashboard Grid and under the Reports Dashboard menu (if pinned).&#x20;

{% hint style="info" %}
Note: Deleting a report will be permanent as there is no ability to restore the report.&#x20;
{% endhint %}


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