Upstream insights

Repeatable analysis & review methods.

Build accepted definitions, useful training and repeatable analysis workflows with clear sources, owners, periods and follow up actions.

Find an operating question

Reporting Practice · Oct 8, 2026

Your quarter-over-quarter comparison needs a population bridge

Separate acquisitions, dispositions and coverage changes from continuing asset performance when comparing operating results across quarters.

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Reporting Practice · Sep 7, 2026

Summary to detail: what a trustworthy drill down should preserve

A drill down should preserve property scope, dates, basis and measure definitions so the detail explains the number that prompted the investigation.

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Reporting Practice · Aug 17, 2026

Teach the reporting question before teaching the software clicks

Build practical reporting training around a real operating question, accepted definitions and a repeatable investigation, not a tour of every feature.

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Reporting Practice · Aug 3, 2026

When a spreadsheet stops being a useful reporting process

Recognize when recurring spreadsheet reconstruction creates reporting risk, and define a focused transition without discarding useful analysis.

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Reporting Practice · Jul 27, 2026

Saved views are reporting definitions, not just convenience buttons

Make saved reporting views reproducible by naming their scope, basis, filters and intended question. Review snapshots and definitions separately.

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Reporting Practice · Jul 20, 2026

Blank, zero and missing: three different reporting states

Distinguish a measured zero from an unavailable record or missing period. Prevent empty months from becoming misleading trends and dashboard comparisons.

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Reporting Practice · Jul 13, 2026

What to prepare before your first oil and gas reporting import

Prepare a first reporting import with a defined question, source inventory, property cross reference, period coverage and a practical acceptance slice.

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Reporting Practice · May 18, 2026

Gross and net reporting: agree on ownership before comparing wells

Gross and ownership adjusted views answer different questions. Establish working interest and revenue definitions before comparing production or cost.

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