Summary by Check

Revenue by Property, Check Number, and Interest Type. NOTE: If using this report for tax reporting, it is necessary to know that it will include "Exempt" owners.

Widely used to see owner’s check detail with Production Date, Paid Date, and 1099 info for 1099 reconciliation and can be used to research monies sent to the State for Unclaimed Property.

Summary by Distribution

Revenue by Property, Run Date, Revenue Percentage, Quantity, and Average Dollar. The report runs by property first and then the run data for the check date range selected.

Widely used to see owner’s check detail with Production Date, Paid Date, and 1099 info for 1099 reconciliation and can be used to research monies sent to the State for Unclaimed Property.

Multiple Owner Check Summary

Shows Revenue Detail for multiple owners. Filter by Property, Run Date, Revenue Percentage, Quantity, and Average Dollar.

Cash Flow by Owner

Used to give Working Interest Owners 1099 info and expenses for accounting detail

Revenue and Billing by Billing Category. This report only includes the amounts that have been paid and/or billed to the owner(s). It does not include the amounts that have not been billed (Held) or suspended amounts (either petty or legal). It DOES include amounts paid out of suspense that could have been distributed in prior months or years. There is an option to "Group Properties for each owner by the Group Partnership Code." If this option is unchecked, the report will bypass the partnership coding.This report can be saved as a CSV, XLS, or XLSX file. NOTE: Owner Social Security Numbers/Tax ID's will not show on the report.

Settlement Summary for Owner

This report provides the ability to generate a summary report of all statements received by a particular owner for a specified date range.

Owner Trend Report

This is an Owner Level Trend report that draws from the owner level Revenue/Billing History, by Effective Date or Production Date, but uses the functions of Financial Reporting Definitions. Can run by one or more owners, selected properties or Financial Groups.

Payout Maintenance/List

Used for Participating or Non-Consent Owners - allows setup for non-consent owners to track payout recovery. Keeps track of all revenue and expenses by project. Can be used with AFE's to calculate penalties on actual costs incurred or manually entered cost amounts. Creates current owner statements that can be printed or emailed. Non-Consent Interest

Note: No need for Owner to be on current DOI to use Payout Statements.

Historical Statements

Quick and easy way to access those PDFs created and automatically saved from running a Rev/Bill cycle.

Previous Cycle Settlement Statements and Detail in a PDF format, can print by owner for a given date range or by Cycle. There is an additional option to email the resulting statement to the owner if the owner has an e-mail address set up on their owner statement option in Owner Maintenance.

Duplicate Tax ID Report

Will compare owners with the same TAX ID  and create a list of owners with the same tax-id for possible clean up.  The report will list each owner's Name/address/phone#s and DOI & Suspense amounts.

Upload Statements to Portal

Oil & Gas Platform Self-Serve Portal Integration

WolfePak Analytics

Also see Analytics.

Owner Warrant Balances Report

It includes options to specify an owner range, State, a property range and Warrants range. Run the report without the Detail button checked to get general information about the
warrant. See Warrants for setup and use.

Tax Warrant Payments Report

You can filter this report by owner, state, tax entities, tax warrants, and payment dates. The option to sort by State, Owner, Warrant or Tax Entity also is available. See Warrants for setup and use