Add a Pie Chart Widget

The first report we will create is a pie chart to show the number of wells you have for a given year. We will add a filter to the report to allow the user to choose the well status to see at a given moment in time to see producing wells for each year, or wells that were plugged and abandoned for those years.

  • Click the Add widget blue button

  • Go to advance configuration (bottom left) and choose the Pie chart option from the top right corner of the next screen.
  • On the left side, choose the categories and values as follows:
    1. Click the plus sign to add a category. If we want to see the production data by year, type in ‘production’ in the search box and then choose the ‘production_effective_date’ field. You will see after the field name that it will display All Items (Years).


  • Next, we will add values to our chart.
    1. Add a count of properties – this will show how many properties each year.












  • Add a title to your chart at the top.

  • Then you could add a filter for properties or well status. Click the Plus sign for Widget Filters and choose Well Status. Feel free to add other filters you would want to use.
  • Click Apply



Add a Table Widget

Let’s add a new table widget to the dashboard. This widget will show the cash flow in total dollars for each property over time.

  • Click Add Widget

  • Click on advance configuration

  • Choose a pivot table – we want to show the leases and the dollars associated with those leases by year. We can even add a sub-row for account type to show where the dollars were posted.
  • Rows: Click the plus sign and choose Lease_Number – rename to Lease and add another row value for Account_type.
  • Values – we want to show a sum of the dollars posted. Click the plus sign and use the function key and choose sum and the amount field. Remember that revenue dollars show as negative numbers, so if you want to reverse the sign, you can multiply the formula by -1.


  • We want the columns to show the years. Click the plus sign and type in years – and select Production_effective_date from the list.



  • Change the title of the widget at the top of the screen:


  • And finally, let’s add some filters  - well status, lease number, account type.

  • Click apply


Add a Simple Dollar Widget

This set of instructions will show you how to add a widget showing a total gross cash flow dollar amount.


  • New widget
  • Click on the + Select data button
  • Choose function button:
  • Find the Sum function and choose “Amount” from the data browser. If you want to see a positive number (remember revenue is entered into Pak with a negative number), then multiply the function by a -1 to flip the sign.

  • Rename the values title to Gross Cash Flow

  • Set title at the top of the screen if needed.
  • Set up filters that you would want to look at:
    1. State, legal operator name, county, lease full description, category name, client, any filter you want
  • Click apply




Note: My blue numbers in this case will not drill down yet, because there are other pages that need to be created before that will work (that is why it is helpful to copy an existing template first).


Add a Pie Chart Separating Revenue from Expense Dollars

  • Add widget
  • Click on Advanced configuration
  • Choose the Pie chart option (top left)
  • Categories will include account type; but filter to just the O/G Billing and O/G Revenue account types (these will pull the gross amounts in the 9000-9999 accounts)


  • Next, in values, choose the sum function and the ‘Amount’ field under data browser and multiple by -1 (remember Revenue dollars are posted as a negative number). Do this only if you want to reverse the sign for presentation purposes.

  • Add any filters you want on the data (you will notice that adding filters on the categories in the left pane will also put the filters on the account_type in the filters pane).


Add a Column Chart Widget

  • Add a new widget.
  • Advanced configuration and choose column chart.
  • Categories will be what you see on the x axis – so in this case we want to break it up by quarter. Add a category and type in quarters, then search for the production_effective_date option.
  • Add values. Using the ABS function you will be able to display the absolute value. This is helpful in a column chart to see the revenue/expenses next to each other.


  • We want to break that number up between billing dollars and revenue dollars so we will add a break at account type
    1. filter it for just O/G Billing and O/G Revenue


  • Adjust the design of the column chart by adding value labels:


  • Apply and change the name of the widget if you like: