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Upgrade Your Business Intelligence with Custom Reporting
Stop guessing and start knowing with a system designed specifically for how the oilfield works. The Custom Reporting Module gives your team a connected, powerful, and easy-to-use analytics workflow the entire company will feel immediately.
Built for Oilfield Service Companies
The Custom Reporting Module supports water transfer, flowback, well testing, frac support, hot oil, hydrovac, and all service lines where data-driven decisions separate profitable companies from the rest.
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Why Oilfield Companies Invest
in the Purchase Orders Module
Why Oilfield Companies Invest
in the Purchase Orders Module
Fully Integrated With
Your Entire Operation
The module pulls data directly from Jobs, Tickets, Invoicing, Assets, Personnel, and Safety, eliminating the spreadsheet chaos that wastes time and hides critical insights.
Buy this module if you want to:
- Access real-time data across all business functions
- Build reports specific to your services and KPIs
- Stop exporting data to Excel for basic analysis
- Share automated reports with managers and clients
- Track profitability by customer, service line, or crew
- Build data-driven operational strategies
This is business intelligence that reflects your actual operations — automatically.
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Faster, More Accurate
Decision Making
Replace manual spreadsheets and outdated reports with a digital workflow built for real oilfield speed and precision.
With the module enabled, your team can:
- Create custom reports without IT help
- Drag and drop data fields to build exactly what you need
- Filter by customer, date range, location, service type, or crew
- Schedule reports to run and deliver automatically
- Export to PDF, Excel, or CSV formats
- Save report templates for recurring analysis
- Visualize trends with charts and graphs
Whether analyzing utilization rates, revenue per truck, or safety metrics — every decision is backed by current, accurate data.
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Reduce Blind Spots
& Missed Opportunities
The module includes smart analytics that reveal patterns and problems hiding in your day-to-day operations.
You eliminate:
- Guessing which services or customers are most profitable
- Discovering equipment problems weeks after they occur
- Missing revenue opportunities in existing accounts
- Reacting to trends instead of predicting them
- Wasting time searching for basic operational answers
- Making budget decisions without detailed cost data
Managers gain full oversight with dashboards that highlight key metrics and automated alerts for performance thresholds.
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Real-Time Visibility Across
Every Part of Your Business
Track your entire operation from one centralized reporting hub.
View instantly:
- Revenue and profitability by service line, customer, or location
- Equipment utilization and downtime analysis
- Crew productivity and labor cost tracking
- Job completion rates and on-time performance
- Safety incident trends and compliance status
- Accounts receivable aging and collection metrics
- Year-over-year comparisons and growth trends
Finally — owners, managers, and department heads work from the same verified performance data.
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Clean, Organized
Business Intelligence
The module keeps all reports structured, scheduled, and ready for presentations or strategic planning.
Reporting features include:
- Pre-built report library for common metrics
- Custom report builder with unlimited data combinations
- Scheduled report delivery via email
- Role-based access to sensitive financial data
- Historical data trending and forecasting
- Multi-location and multi-service consolidation
- Client-facing reports with your branding
- Executive dashboards with drill-down capability
- Benchmark reports comparing performance across divisions
This saves hours during board meetings, client reviews, and operational planning sessions.
How the Module Works
1
Select
Choose data fields from jobs, tickets, assets, or any connected module
4
Schedule
Set reports to run daily, weekly, or monthly and deliver automatically
2
Filter
Apply date ranges, customers, services, or locations to focus analysis
5
Act
Use insights to optimize pricing, utilization, costs, and growth
3
Visualize
Add charts, tables, or summary metrics to highlight key insights
1
Select
Choose data fields from jobs, tickets, assets, or any connected module
2
Filter
Apply date ranges, customers, services, or locations to focus analysis
3
Visualize
Add charts, tables, or summary metrics to highlight key insights
4
Schedule
Set reports to run daily, weekly, or monthly and deliver automatically
5
Act
Use insights to optimize pricing, utilization, costs, and growth
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What You Get With
Custom Reporting
- Unlimited custom report creation
- Real-time data from all modules
- Drag-and-drop report builder
- Automated report scheduling
- Visual dashboards and charts
- Export to multiple formats
- Pre-built report templates
- Role-based access controls
- Historical trending analysis
- Client and regulatory reports
Results You
Can Expect
- 80–90% reduction in time spent building reports
- Same-day access to critical business metrics
- Improved profitability through data-driven decisions
- Better equipment utilization and cost control
- Faster identification of underperforming services
- Enhanced client reporting and transparency
- Complete visibility into all aspects of operations
Let’s connect
Reach out anytime!
Need assistance? Reach out to our customer support line.
Have a question? Fill out the form or reach out to our customer support email.
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