LANDPRO REPORTS

Transcription

LANDPRO REPORTS

LANDPRO REPORTS
2005 LandPro Users Group Meeting
The Woodlands, TX
(281) 363-4213
www.landpro.com
Revised 3/19/07
This paper introduces some of the most popular VLP reports.
LandPro 2005 Annual Conference
Page 1
Table of Contents
SNAPSHOT REPORTS
5
HTML REPORTS
6
PRINT ORIGINAL LEASES
7
8
LEASE FORM MS-WORD DOCUMENT field names
LANDPRO “CANNED” REPORTS
9
REPORTS – DATA SHEETS
11
12
13
15
15
16
17
18
19
20
21
21
21
22
23
24
25
Survey - Twn-Rng-Sec Data Sheet
Lease Data Sheet
Owner Data Sheet
Prospect Data Sheet
Prospect Data Sheet
Well Data Sheet
Property Data Sheet
Property Data Sheet
Contract Data Sheet
Data Sheet “STATUS” Reports
Owner Data Sheet “Status Report” example.
Lease Data Sheet “Status” Report Example 1 – “Lease Burdens”
Lease Data Sheet “Status” Report Example 2 – Payment Obligations
Prospect Data Sheet “Status” Report Example
Instrument Data Sheet (Chain of Title)
REPORTS – EXHIBIT A’S
26
26
26
27
27
27
EXHIBIT A (LEASES)
SPREADSHEET STYLE EXHIBIT A (COT X-REF)
SPREADSHEET STYLE EXHIBIT A - NET ACRES (COT X-REF)
PARAGRAPH STYLE Exhibit A (LSE REC INFO)
PARAGRAPH STYLE Exhibit A – COT X-REF
Page 2
SPECIAL PROVISION STATUS REPORT
30
“STATUS REPORTS” FOR LEASES AND TRACTS
31
31
32
32
33
34
LEASE LOCATION STATUS REPORT
LEASE STATUS DETAIL REPORT
LEASE-TRACT STATUS REPORT
LEASE-TRACT STATUS REPORT
TRACT STATUS REPORT
REPORTS – LEASE ACREAGE SUMMARY
35
REPORTS – LEASE ACREAGE DETAIL
36
37
38
39
39
Lease Acreage Detail – by Prospect
Lease Acreage Detail - by Expiration Date
Lease Acreage Detail – By Prospect – SHORT FORM
Lease Acreage Detail – By State+County – SHORT FORM
LEASE ACREAGE DETAIL – “CUSTOM 1”
40
REPORTS – ”LEASE ACREAGE STATUS “
41
REPORTS – SUBTRACT ACREAGE
42
PARTNER POSITION ACREAGE REPORT
43
REPORTS – MINERAL OWNERSHIP TYPE REPORTS
44
46
47
LEASEHOLD SUMMARY – BY TRACT
GLOBAL TRACT OWNERSHIP
REPORTS – PROSPECT NRI SUMMARY
49
Page 3
REPORTS – LEASE NRI STATUS
50
50
50
51
Lease NRI Status Report – by Lease
Lease NRI Status Report – by Owner
REPORTS - WORKING INTEREST STATUS
52
52
53
W.I. Status – by Property
WI Status Report – by Owner
BURDEN STATUS REPORT (ROYALTIES & ORRI)
54
REPORTS - LEASE SCHEDULE BY TRACT
55
56
Lease Schedule – By Tract
REPORTS – RENTAL SUMMARY
57
REPORTS – INQUIRY LETTERS
58
59
60
Rental Inquiry Letter example
Special Obligation Inquiry Letter example
VLP-GIS MAP REPORTS
Lease Acreage Detail Map Report
Payment Obligations Map Report
61
62
62
63
Page 4
SNAPSHOT REPORTS
Right-click on any grid in VLP, select Preview, then Snapshot Report.
SEE ALSO: Export Snapshot to Excel
Page 5
HTML REPORTS
Open the List of Leases. Click the HTML Preview button. Select the appropriate HTML
template. Next, as you move from record to record, you can HIGHLIGHT the contents
of the HTML window, and DRAG & DROP into MS-Word.
Useful HTML reports include the Lease IE6 Preview (aka a “simple” Lease Data Sheet)
and the Lease Acquisition Notice report.
Page 6
PRINT ORIGINAL LEASES
1. Open your List of Leases
2. Find the lease you wish to
print.
3. Click TOOLS button in the
List of Leases window
4. Click “Lease Export to
Word”, then click OK
5. Specify the MS-Word
“Template” document to
be used in generating your
lease.
6. These we custom-program
for you, of a small fee.
7. Click OK
8. Then click FINISH
The lease is now created in MS-Word. You can now edit this document, then SAVE IT
under a DIFFERENT file name.
Always SAVE AS a different file name, otherwise you’ll be overwriting your
lease template and it will no longer work for other leases!
NOTE:
We provide, as consulting service, custom programming for your lease
templates. Simply email us your lease in MS-WORD format, and we can
program our LandPro fields into it.
Page 7
LEASE FORM MS-WORD DOCUMENT field names
The following fields are currently being used in the various LEASE FORM TEMPLATES.
Other LEASE FIELDS are also available: Please see your VLP USERS MANUAL for a
listing of all LEASE FIELDS.
EFF DATE DAY
EFF DATE MONTH
EFF DATE YEAR
LEASE NAME
LESSOR NAME
LESSOR ADDRESS
LESSOR SOC SEC NO.
LESSOR SPOUSE SOC SEC NO
LESSEE NAME
LESSEE ADDRESS
COUNTY NAME
STATE NAME
LEGAL DESCRIPTION
GROSS ACRES
NET ACRES
ROYALTY MEMO
BANK NAME & ADDRESS
BANK NAME ONLY
BANK ADDRESS ONLY
TOT. RENTAL AMT, IN WORDS
TOT. RENTAL AMT, IN NUMBERS
RENTAL PER ACRE, IN NUMBERS
<<%=display_eff_date_day_word()>>
<<%=display_eff_date_month_word()>>
<<%=display_eff_date_year_word()>>
<<lse_namememo>>
<<lessorname>>
<<%=display_lessor_address()>>
<<%=display_lessor_socsec()>>
<<%=display_lessor_spouse_socsec()>>
<<LESSEENAME>>
<<%=display_lessee_address()>>
<<cou_name>>
<<sta_name>>
<<lse_legal>>
<<lse_gacr>>
<<lse_nacr>>
<<lse_roy_memo> >
<<%display_bank_name_address()>>
<<%display_bank_name()>>
<<%display_bank_address()>>
<<%=NUMTODOLLARS(lse_rnt_amt)>>
<<lse_rnt_amt>>
<<lse_rnt_acr>>
The following is the ONLY CROSS-REFERENCE type of fields available at this time
(LANDPRO SPECIAL PROVISION records). The ENTIRE 3 LINES are ONE
BOOKMARK.
<<Xref Source=SpecialProvisions Order=Provision>>
<<Provision>> <<ProvNotes>>
<</Xref>>
Page 8
LANDPRO “CANNED” REPORTS
REPORT NAME
Applied Payments Status Report
Burden Status Report
Code Status Report
Data Sheet - Leases
Data Sheet - Leases - No WI Notes
Data Sheet - Contracts
Data Sheet - Instruments
Data Sheet - Mines
Data Sheet - Owners
Data Sheet - Properties
Data Sheet - Prospects
Data Sheet - Tracts
Data Sheet - Tracts Min. Ownership
Data Sheet - Twn-Rng-Sec
Data Sheet - Units
Data Sheet - Wells
Delay Rental Checks
DOI Deck Status
DOI Exhibit
Exhibit "A" (for LEASES)
Expense Detail Report
Expense Summary Report
Formation Acreage Detail Report
GL Chart of Accounts Status Report
Lease Acreage Detail
Lease Acreage Status
Lease Acreage Summary
Lease Audit Rept (Data Sheet)
Lease Loc. Status Report
Lease NRI Status Report
Lease Schedule by Tract
Lease Status Detail Report
Lease/Tract Status Report
Mining Checks
Mining Payables Status - Current
Mining Payables Status - History
Mining Prod. Status - Current
Mining Prod. Status - History
Partner Position Acreage Report
PAPER LANDSC. CATEGORY
legal
TRUE
Payments
legal
TRUE
Others
legal
FALSE
Others
legal
FALSE
Properties
legal
FALSE
Properties
legal
FALSE
Properties
legal
FALSE
Titles
legal
FALSE
Properties
legal
FALSE
Businesses
legal
FALSE
Properties
legal
FALSE
Properties
legal
FALSE
Properties
legal
FALSE
Properties
legal
FALSE
Lands
legal
FALSE
Properties
legal
FALSE
Properties
letter
FALSE
Payments
legal
TRUE
DOIs
legal
FALSE
DOIs
legal
TRUE
Properties
legal
TRUE
Payments
legal
FALSE
Payments
legal
TRUE
Lands
legal
FALSE
Others
legal
TRUE
Properties
legal
TRUE
Properties
legal
TRUE
Properties
legal
FALSE
Properties
legal
TRUE
Properties
legal
TRUE
Others
legal
TRUE
Properties
legal
TRUE
Properties
legal
TRUE
Properties
letter
FALSE
Payments
legal
TRUE
Options
legal
TRUE
Options
legal
TRUE
Options
legal
TRUE
Options
legal
TRUE
Businesses
VLP CONTROLLER
Cpmtapplycontroller
CBurdencontroller
Ccodemastercontroller
CLeaseController
CLeaseController
CContractController
CchaintitController
CWellController
COwnerController
CPropertyController
CprospectController
CTractController
CTractController
CtwnrngsecController
CunitController
CWellController
Cpmtapplycontroller
Cdoideckcontroller
Cdoideckcontroller
Cleasecontroller
Ccheckcontroller
Ccheckcontroller
Cformationcontroller
Cglchartcontroller
Cleasecontroller
Cleasecontroller
Cleasecontroller
CLeaseController
Cleasecontroller
CDeckIntcontroller
Ctractcontroller
Cleasecontroller
Cleasecontroller
Cprodpayacontroller
Cprodpayacontroller
Cprodpayhcontroller
cprodmocontroller
cprodmohcontroller
cownercontroller
Page 9
Payment Obligations Report
Production Royalty Receipts
Properties Acreage Detail
Properties Exhibit "A"
Prospect NRI Summary Rept
Record Count Report - by State
Recoupable Report
Rental Inquiry Letters
Rental Receipts
Rental Summary
Revenue Annual Summary
Revenue Status Report
Special Obligations Inquiry Letters
Special Obligations Report
State Status Report
Status Report - Banks
Status Report - Owners
Sub-Tract Acreage Report
Sub-Tract Status Report
Tract Acreage Detail Rept
Tract Leasehold Summary
Tract Min. Ownership Status
Tract Status Report
Twn-Rng-Sec Acreage Detail Report
TX Crude-Style Exhibit "A"
Well Exhibit "A"
WI Status Report
legal
letter
legal
legal
legal
legal
legal
letter
letter
letter
legal
legal
letter
legal
legal
legal
legal
legal
legal
legal
legal
legal
legal
legal
legal
legal
legal
TRUE
FALSE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
Payments
Payments
Properties
Properties
Properties
Properties
Options
Payments
Payments
Payments
Others
Others
Others
Others
Lands
Businesses
Businesses
Properties
Properties
Properties
Properties
Properties
Properties
Lands
Properties
Properties
Others
cobligationcontroller
cprodpayacontroller
cPropertyController
cPropertyController
cprospectcontroller
cCountyController
cprodreccontroller
cpmtapplycontroller
cRevdetcontroller
cRevdetcontroller
cstatecontroller
cbankcontroller
cownercontroller
ctractsubcontroller
ctractsubcontroller
ctractcontroller
ctractowncontroller
ctractowncontroller
ctractcontroller
ctwnrngseccontroller
cleasecontroller
cwellcontroller
cDeckIntcontroller
Page 10
REPORTS – DATA SHEETS
Data Sheets are the most comprehensive reports in VLP. They are the most commonly
run report by our clients.
DS are available for Leases, Tracts, Prospects, Wells, Units, Contracts, Twn-Rng-Sec /
Surveys, Owners, Chain of Title Instruments, Properties, and more!
The MINERAL OWNERSHIP REPORT is also considered a Data Sheet.
You can specify:
1. DATA BANDS to be included, and
2. RELATIVE POSITION of each band
DS done with just one or two data bands, and WITHOUT ejecting a page before a new
record prints, is what we refer to as “Data Sheet Status Reports”.
1. e.g., a report listing all Special Provisions for leases in 1 prospect.
2. A report listing all Special Obligations only, for all leases in 1 prospect.
Printing / Previewing Data Sheets can be very slow, depending on the number of leases
you want to print. We recommend running these either one at the time, or a few at the
time
This image lists some
of the various data
sheets available in
VLP.
Mention:
LDS – No WI Notes
Lease Audit Report
Page 11
Regular Data Sheets are available for
•
•
•
•
•
•
•
•
•
•
•
•
Tracts
Leases
Wells
Units
Properties
Contracts
Prospects
Owners
Twn-Rng-Sec / Survey
Instruments
Mineral Ownership Report
Lease Data Audit Report
\
Survey - Twn-Rng-Sec Data Sheet
Page 12
Lease Data Sheet
Page 13
Page 14
Owner Data Sheet
Page 15
Prospect Data Sheet
Page 16
Well Data Sheet
Page 17
Well Data sheet (Continued)
Page 18
Property Data Sheet
Page 19
Contract Data Sheet
Page 20
Data Sheet “STATUS” Reports
Check only one or two data bands. Uncheck the “Start each lease on a new page?”
checkbox.
Owner Data Sheet “Status Report” example.
In this case, we ran this report to show Owner Names and Tract Ownership Information.
Page 21
Page 22
Lease Data Sheet “Status” Report Example 2 – Payment Obligations
Page 23
Prospect Data Sheet “Status” Report Example
Page 24
Instrument Data Sheet (Chain of Title)
Page 25
REPORTS – EXHIBIT A’S
EXHIBIT A (LEASES)
Where does the RECORDING INFORMATION COME FROM?
Recording Information Source
Chain of Title X-Ref
Lease Recording Information
Exhibit A Report
SPREADSHEET STYLE
SPREADSHEET STYLE W/ NET ACRES
PARAGRAPH STYLE – W/ LSE REC INFO
PARAGRAPH STYLE – W/ COT INFO
FORM STYLE w/ REC INFO
FORM STYLE w/ LEGAL
SPREADSHEET – PORTRAIT
SPREADSHEET STYLE EXHIBIT A (COT X-REF)
Page 26
SPREADSHEET STYLE EXHIBIT A - NET ACRES (COT X-REF)
PARAGRAPH STYLE Exhibit A (LSE REC INFO)
PARAGRAPH STYLE Exhibit A – COT X-REF
Page 27
FORM STYLE EXHIBIT “A” – (LSE REC INFO)
FORM STYLE EXHIBIT “A” – WITH LEGAL DESC. (LSE REC. INFO)
Page 28
SPREADSHEET STYLE – “PORTRAIT” (COT X-REF)
TEXAS CRUDE STYLE EXHIBIT “A” (w/ Lease Rec. Info)
(This is actually a SEPARATE REPORT, but similar type of data content)
Page 29
SPECIAL PROVISION STATUS REPORT
Print the Special Provision Status Report by clicking File / Print Preview / Other / Special
Provision Status Report.
You can specify the provision “code”, or even the property type / id number that you wish to
include in this report. VLP will then display each provision along with a list of properties crossreferenced to the provision.
Page 30
“STATUS REPORTS” FOR LEASES AND TRACTS
LEASE LOCATION STATUS
REPORT
Page 31
LEASE STATUS DETAIL REPORT
BY EXPIRATION DATE
BY LEASE
Page 32
LEASE-TRACT STATUS
REPORT
Shows Individual Leases, and all Tracts
covered by each lease
Page 33
TRACT STATUS REPORT
A list of all tracts
Page 34
REPORTS – LEASE ACREAGE SUMMARY
Subtotals by State + County + Prospect
2 options only for this report:
• With ENTITY SHARE
• Without ENTITY SHARE
Example: with Entity Share
Example: Without ENTITY SHARE
Page 35
REPORTS – LEASE ACREAGE DETAIL
Specify filter based on LEASE FILTER logic
Specify whether to include ENTITY SHARE of acreage.
Specify printing order (“DATA GROUPING”)
Specify whether to print only subtotals (“SUMMARY”)
Available Grouping Options
• Prospect
• State + County
• Operator
• District
• Region
• Lessee
• Lessor
• Expiration Date
• “Custom 1”
• “Custom 2”
• Prospect – SHORT STYLE
• State+County – SHORT STYLE
• District – SHORT STYLE
• Region – SHORT STYLE
DEFINITIVELY WORTH LOOKING AT THESE
Lease Acreage Detail Report
By Prospect
By Expiration Date
CUSTOM 1
(Lease Expiration Acreage #1)
By Prospect – SHORT STYLE
By State + County / SHORT STYLE
Page 36
Lease Acreage Detail – by Prospect
Note that all of these reports can
be run with/without Entity Share of
Acreage, and in “Summary” mode
(where it would only show the
subtotals for each lease)
Page 37
Lease Acreage Detail - by Expiration Date
Page 38
Lease Acreage Detail – By Prospect – SHORT FORM
Lease Acreage Detail – By State+County – SHORT FORM
Page 39
Lease Acreage Detail – “CUSTOM 1”
The title of this
report is actually
“Lease Expiration
Acreage Report #1
– with Entity
Share”.
Page 40
REPORTS –
”LEASE ACREAGE STATUS “
For LEASES not associated with Tracts.
Not much of an acreage report…
Leases should ALWAYS be linked to one or more
tracts. You should NOT run this report. Run the
LEASE ACREAGE DETAIL or SUMMARY reports
instead.
Page 41
REPORTS – SUBTRACT ACREAGE
Example of Subtract Acreage
Report – by Prospect.
Note the acreage information
broker down in 3 categories:
1. Leased by Us
2. Leased by Others
3. Unleased
This report also can print with data
grouped by WELL or by UNIT.
Page 42
PARTNER POSITION ACREAGE REPORT
This report is grouped
by OWNER ID. You set
the filter specific to an
owner.
It will show you the total
acreage, and the
owner’s share of
acreage.
Page 43
REPORTS – MINERAL OWNERSHIP TYPE REPORTS
Can be generated in a just a few seconds.
Includes Tract Legal description and general location / acreage information, then a list
of Mineral and Surface owners.
9. Setup your tract using the Tract Add Wizard
10. If you have taken one or more leases on this tract, go ahead and set them up
using the Lease Wizard by Tract
11. Print the Mineral Ownership Report (Print/Preview / Data Sheet – Tract Min.
Ownership)
Note how in the report above the LEASEHOLD INFO for the 2nd record is blank. This is when
the record is setup as OPEN/UNLEASED.
Page 44
If – on the other hand – this record is
in fact LEASED – but leased to
another party, you should go ahead
and enter that information if you do
have it available, and change the
STATUS OF THE LEASE flag in
the MINERAL OWNERSHIP
ENTRY WINDOW to “LEASED
BY OTHERS”
Example of MINERAL OWNERSHIP REPORT with an ownership record “LEASED BY
OTHERS”
Page 45
LEASEHOLD SUMMARY – BY TRACT
Page 46
GLOBAL TRACT OWNERSHIP
Shows you ALL OWNERSHIP records in one
place.
Use FILTERS to narrow down the records you
want to see.
Use the various SORTING capabilities
• By Owner
• By Tract
• By Lease
• Etc…
Do SNAPSHOT REPORT
Do EXPORT TO EXCEL reports
Page 47
Example of GLOBAL TRACT OWNERSHIP LIST window
Data can be quickly exported to EXCEL for
further data manipulation and reporting.
Page 48
REPORTS – PROSPECT NRI SUMMARY
This report will list all leases and
their corresponding tracts and
subtracts.
For each record, both ACREAGE
and LEASE BURDENS are taken
under consideration in order to
calculate, on a per-lease basis,
the LEASE NRI amount.
The LEASE NRI amount is then
included in the calculation of the
PROSPECT NRI amount, based
on the net acres weighted
average of each lease’s NRI.
Page 49
REPORTS – LEASE NRI STATUS
This report calculates the Lease NET REVENUE Interest decks. It creates a deck
based on different variables, such as Payout Code, Substance, Tracts, and Subtracts.
Although you will normally have as few as ONE Working Interest deck in a lease, you
will notice that multiple NRI decks will usually be listed in this report for the same lease.
For example, if a lease covers 4 tracts, but has only ONE W.I. deck setup at the lease
level, there will be FOUR NRI decks in this report – one for each tract associated with
your lease.
Lease NRI Status Report – by Lease
Page 50
Page 51
REPORTS - WORKING INTEREST STATUS
The Working Interest
Status Report displays
actual Working Interest
decks for any type of
property (Lease, Tract,
Contracts, etc.).
These are WI DECK
linked directly to these
properties.
Two sorting options are
available:
1. By Propery
2. By Owner
W.I. Status – by
Property
Page 52
WI Status Report –
by Owner
Page 53
Burden Status Report (Royalties & ORRI)
This report can be sorted by
Property (shown) and by Owner.
Page 54
REPORTS - LEASE SCHEDULE BY TRACT
Grouped by Prospect
Sorted by Tract.
Includes all Mineral Owners, and associated lease information.
12. Setup your tract using the Tract Add Wizard
13. If you have taken one or more leases on this tract, go ahead and set them up
using the Lease Wizard by Tract
14. Print the Lease Schedule by Tract
BASIC STEPS
Print/Preview
Properties Tab
Lease Schedule by Tract
Page 55
Lease Schedule – By
Tract
Page 56
REPORTS – RENTAL SUMMARY
The RENTAL SUMMARY REPORT
displays all payment obligations in a
selected date range, along with their
corresponding allocation to the
various Working Interest participants.
Page 57
REPORTS – INQUIRY LETTERS
Inquiry letters are letters specific to Working Interest owners.
2 requirements
1. Owner must have a Working Interest in a property (Leases, Tract, Well, etc…)
2. Owner have the “Send Reports” checkbox checked in its WI Detail record.
VLP can generate 2 types of “Inquiry Letters”. Each type, in turn, has its own different
format for whether it is addressed to the “OPERATOR” or to the “WI PARTICIPANTS”.
I.
PAYMENT OBLIGATION inquiry letters (aka RENTAL Inq. Letter)
II.
SPECIAL OBLIGATION inquiry letters
Page 58
Rental Inquiry Letter example
Page 59
Special Obligation Inquiry Letter example
File / Preview / Other
Sp. Obligation Inquiry Letter
Page 60
VLP-GIS MAP REPORTS
LandPro’s new “MAP REPORTS” concept is the generation of MAPS alongside to many of its
corresponding REPORTS. The MAP REPORT will have a number (left-most column) on each
line items, so that you may quickly reference it back to the map which is automatically created.
.
Page 61
Lease Acreage Detail Map Report
Page 62
Generate a map and a payment obligation type report
STEP 1 - Specify your payment obligation filter criteria.
Page 63
STEP 2
Ability to exclude specific
records, if need be…
STEP 3
Specify the style of report
you want to generate
Page 64
STEP 4
View your map!
STEP 5
View your report. Notice the corresponding line item numbers, referencing back to your map.
END OF DOCUMENT
Page 65

LANDPRO REPORTS

Transcription

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