Run a project report
After a project has been calculated, you can run a report against it. For information about reporting on a multiple-project level, see Run a Result Set report. Reports run against a single project are called scratchpad reports. Once a report is generated, you can save it. To run a scratchpad report:
- Calculate the project, then click on
on the Palantir tab on the ribbon.
- The Generate Scratchpad Reports window will be displayed. All fields are explained in the table below.
- To select a template for your report, click on the Add button, and the Report Templates dialog will be displayed. Check the boxes next to the names of report templates that you want to use and click OK. You will be taken back to the Generate Scratchpad Reports window and the selected templates will appear in the Selected Templates box. To remove a template, select it and click on the Remove button.
- Specify reporting options and click Run Report. An Excel file with the report will be displayed.
- If you check the Use Report Run Date Time format from Report File Options, then the date when the report is run will be added to the report name. The format of the date will be taken from Result Set reports (see The Path Settings tab).
- The generated report is not automatically saved. You can save it by using the Save As option from the File menu in Excel.
- If you check the Run reports after calculation box, then the selected reports will be automatically run each time you calculate the project.
Note: For reporting on Net values, make sure that Net Reporting Partners are selected and calculated in the Working Interest dialog (see Add working interest shares for partners and groups).
Option | Description |
---|---|
Currency | Currency to be used in the scratchpad report. |
Currency Scenario | Currency scenario to be used in the report. |
Periodicity | Periodicity to be used in the report: Mixed, Monthly, Quarterly, Semiannually or Annually. |
Unit System | Unit system to be used in the report. |
Inflation Date | This option is only used when you want to view real numbers in the report since values are converted to nominal during calculation. It determines the starting point of inflation calculation; inflation rates will be applied to the period following the specified date. For information about calculations, see Inflation and escalation. |
Start Options | Determines the first year to appear in the report. |
End Options |
Determines the last year to appear in the report. Note: The Project Economic Limit option will show values up to the economic limit plus any delayed payments such as abandonment or deferred tax. |