FieldTwin Report

With FieldTwin Report you can;

• Make faster decisions with clear, reliable data
• See your entire field from seabed to topside
• Build custom reports in minutes
• Link data from all your tools
• See relationships between systems and assets
• Track field updates as they happen

See the video below for an overview

Release Notes

The latest release notes for version 1.0 released on TBA.

Installation

To enable the FieldTwin Report on your tenant, please contact your FutureOn Customer Success representative.

Navigation

Integration settings - Report integration settings can be found in Admin under the Integrations tab on the grey left-hand panel. Report settings are under Modules.

Template configuration - Report template uploads and configuration are managed in the Report tab found on the grey left-hand panel of the Admin page.

Report build - You can launch the report build window by clicking the Report button on the black panel on the left-hand side of the Dashboard.

Creating Report Templates

Create a Template - In the Report template configuration window, click the Create New Template button on the top right. New templates will be listed in the left-hand panel under Report Templates.

You can rename the template in the Name field. Clone and delete buttons are shown as blue icons at the top of the window.

Report Across Multiple Subprojects - Check the Report Across Multiple Subprojects option if you want to build a report that can query across multiple sub-project. The projects to query are selected at the Report build stage.

Select Spreadsheet Templates - Use the Upload a New Template button to upload an excel spreadsheet template. Only excel format is supported. Spreadsheets can have multiple sheets. Uploaded templates will be listed in the left-hand panel under Spreadsheet Templates.

Previously Uploaded Templates - These can be selected using the Select Template drop down. You can change the selected template during the Report configuration. A pop-up will appear asking if you want to overwrite the existing row configurations. Click No to keep the existing configurations. Click Yes to overwrite and therefore remove all existing configurations (this pop-up will also appear if you upload a new spreadsheet template during the configuration process).

Template Preview - Once a spreadsheet is uploaded or selected, it will show in the preview panel on the right-hand side. You can select different sheets using the tabs at the top to see sheet previews. Sheets can be renamed, deleted or added in the Spreadsheet Configuration panel on the left.

If all reports are deleted that are linked to a certain template, that template will then be deleted and you'll need to re-upload if you want to use it again.

Spreadsheet Configuration

Create a New Report Output - Report calculations and outputs are referred to as row configurations in the Report settings interface. To create a new Configuration, right click in the cell in the template where you want the output to appear in the report.

You can also click the Add Row button in the Spreadsheet Configuration tab which will show as empty row. Then select the edit button to the right. Configurations will be listed here and can be cloned or deleted using the buttons on each row.

Edit Row Configuration

The Edit Row Configuration pop up window provides functionality to configure the reporting function by specifying cell location, labels, data source, selecting processes, applying filters. You can also sort and style outputs.

Row Label Configuration

• Row Number - field allows you to define which row the configuration output should show in the report. The row will be filled in automatically if the row configuration was created by right clicking in a template cell.

• Row Description - You can add an optional row description.

• Labels - you can add a label for your output by checking the Write a Label on this Row option and selected either fixed or dynamic label type in the dropdown to the right.

  • Fixed labels allow text that does not change and can be populated in the Fixed Label field.

  • Dynamic labels provide the option to set the label to an attribute of the data source. Select the attribute from the drop-down list. (Note: dynamic labels can only be defined once the data source is defined).

  This label will show on the same row of the report spreadsheet but in a different column, which can be specified in the Label Column Number field. Default settings will select the left-hand column to the output cell.

Data Source

To set up a process, you first need to define the data source to specify which data type will be queried from your project. Check the Export a Value from the Field Data option and choose the data source from the drop down. The data type will define which data processing configurations are available.

• Built-in - Allows you to query project admin attributes. Use the GET process to see the options dropdown.

• Date - Returns the date the report is run.

• Date time - Returns the date and time the report is run.

• Placeholder - Returns the text 'placeholder' in a cell.

• User email - Returns the account email of the user who ran the report.

• Blank - Returns a blank cell.

• User entries - Allows you to write custom text into a cell at the report build stage under the Additional Input tab. Process will automatically be set to GET value.

• Project - Provides process options to query project settings data using the GET process such as project currency and seabed level.

Subprojects - Use GET process to query subproject data such as name and id.

Connections - Allows you to query project data relating to connections such as total length, number of connections and metadata summary tables. See processes section for more information.

Assets - Provides relevant processes such as ability to query counts per type, co-ordinates, and the ability to check if certain assets exist in the project.

Wells - Allows you to query metadata relevant to wells such as depth.

Layers - Allows you to query metadata relevant to layers such as min, max and average depth.

Workflow tasks - Options to query tasks that are done as well as tags.

Data Processing Configuration

Here you can define which process to apply to your source data to create the report output such as calculating a count of assets or getting connection lengths. You can then apply filters to only query desired object or data types.

Add New Process - Select this button to create a new process. Processes are listed in the left-hand panel. Use the Output Column Number field to specify in which spreadsheet column the output should show.

Process & Option Selection - Select the process from the process dropdown. A description of the process will show under the process field. Once the process is selected, a dropdown will appear where you can select applicable options. For example, for the GET process, you select from the GET Options dropdown which attribute you want to query such as length or date.

You can add multiple processes which will be ran sequentially (e.g. GET then EVAL - see table below for process desciptions). Selected processes will appear on the left-hand side of the panel and can be cloned or deleted here using the icons.

If a process queries across multiple subprojects, the report will output a new row of values for each subproject output.

Process Overview

Processes are summarised below. Descriptions for each process are displayed in the Edit Row Configuration window in the Data Processing Configuration panel when a process is selected.

PROCESS	DESCRIPTION
GET	Returns an attribute to be specified in options.
EXISTS	Checks whether an object / data field exists within your project.
COUNT	Outputs a count of objects such as assets, connections or wells.
MIN	Returns the minimum value of numeric attributes such as minimum depth of a surface or the lowest cost object.
MAX	Returns maximum value of numeric attributes.
SUM	Returns the sum of numeric values such as sum of connection lengths.
AVG	Returns the average value of numeric attributes.
DISTINCT	Outputs the distinct set of values in a project, e.g., lists all asset types.
COUNT_DISTINCT	Returns the number of distinct values such as number of connection categories.
MAJORITY	Outputs most common value for a defined attribute. Such as majority of connections are of type x, or the majority of connections cost x.
SUMMARY	Splits attributes into groups and returns the count, count of distinct values or sum of each group. Define the process under the Type field and select the attribute to group by under the Grouping dropdown. SUMMARY example: You can return a count of all asset categories. You have an option to include a text summary into the output cell describing which summary process type was applied. Qty x Category 4 x Manifold 16 x XMT
METADATA_TABLE	Outputs metadata field names and values in columns from left to right. Add and select attributes to output under metadata table options.
BLOCK	Forwards the results (after filtering) to a block and outputs the rows defined in the block.
SPLIT	Allows you to split workflow tasks into buckets.
EVAL	Allows you to apply an Excel formula to numerical outputs. E.g., multiply number of assets by 3 or convert cost output format from '1000000' to '$1M'. Add a process before the EVAL process to get the input value that the EVAL equation will use.

Data Filter Configuration

To apply filtering check the Filter the Data Source option then click the Add Filter button to add a filters with several filtering options. You can apply multiple filters. To define the filter condition, select than attribute from the left-hand dropdown and enter a value in the right-hand field.

Sorting Configuration

Check the Order the Data option to apply sorting and select the attribute to use for ordering from the dropdown.

Row Style Configuration

You can set the font, cell colour fill and text alignment style for each row. Check the Style This Row option and use the Font, Cells and Text Alignment drop downs to select style options.

Click save to apply changes.

Graphic Configuration

Create and download automated pie, doughnut and line graphs using report outputs.

The Graphic Configuration tab can be found in the tab to the right of the Spreadsheet Configuration tab.

Click the Add Chart button or right click in a cell in the template preview to create a new chart. You can also select the 'Add to an existing graphic configuration' to apply a previously made chart. Select the edit icon to configure the chart.

In the Edit Graph Configuration pop-up window you can define a description title, chart type, value inputs and colours.

Run Through Multiple Revisions - Check this option to produce a graph or chart which captures how values change across different report versions. For example, a line chart showing how cost has changed over time in progressive report versions.

Values - You can add multiple values to each graphic.

• Label - Define a label that will show when you hover over the data point on the output graphic.

• Sheet - If the template spreadsheet has multiple sheets, select which one to use as input.

• Cell - Type the report cell which the graphic should use as input.

• Colour - Applies colour fill to doughnut and pie charts and defines the colour of data markers for line charts.

Press save to complete the graph configuration. Below is an example of a graphical output which will be shown once the report is built.

On the right is an example of Run Through Multiple Revisions being applied to give a line chart with the creation date and time of different report versions along the x-axis to show how values change over time.

Building a New Report

To begin building a new report, go to the Report tab and click the Build a New Report button in the top-right corner. This opens the report setup workflow, where you can choose a report template from the folder structure on the left-hand side.

Next, select the subproject to use as input in the Select An Environment panel. If you have checked the Report Across Multiple Subprojects option within report template settings, all subprojects will be used as input. You can change the default report name using the field at the bottom of the screen.

The Build or Build & Run button on the bottom right give you the option to:

Build:

Choosing Build takes you to the Report Details page.

Here, you can:

• Edit the report name and description

• Run the report using the play icon

• View all saved versions of the report in the left-hand panel

• Delete the report using the delete icon

Each time the template is updated, you can re-run the report by clicking the play button again.

Build & Run:

If you select Build & Run, you'll be taken directly into the report generation process (which is the same interface you will see when you press the play icon in the previous step).

A Run a New Report popup will appear with two tabs:

• Items Selection - choose which data to include in the report by selecting available tags from the dropdown menu or checking the only use untagged items or include everything options. from the dropdown menu or using checkboxes to include all items, or only those without tags. Additional input fields may be shown depending on the template's equirements.

• Additional Inputs -- If you have configured a 'User entries GET value' process, this is where you can define the custom value that will appear in the output cell.

Report Preview - After configuring the report run options, a report will be generated, and a report preview will appear. The new report version will appear in the left-hand panel with a date and timestamp of the report version. You can delete individual report versions using the delete icon at the top of the window.

The preview window includes basic report details and two tabs: one for Spreadsheet Preview, and another for Graphic Representation.

The Spreadsheet Preview below gives an example where two sub-projects are compared. Sub-project 1 results are shown in column B and Sub-project 2 results are shown in column C.

Download

To download the report or graphics, click the Download button on the right-hand side. This will export the report in Excel format where you can further format and edit the Report outputs as required.