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How to Set Up the California Monthly Operations Report
How to Set Up the California Monthly Operations Report

A walkthrough of setting up your California Monthly Operations Report

Marlee Rose avatar
Written by Marlee Rose
Updated over a week ago

For GreaseBook to create the forms for your California Department of Conservation Oil & Gas Forms OG110 & OG110B, your Batteries must first be set up as California Leases in the GreaseBook.

To do so, simply go to Settings (left nav bar) > Batteries (top nav bar) > select any Battery and simply click the small pencil beside the name:

On the 'Manage Battery' modal that presents itself, simply select 'CA – California' underneath the State dropdown then click 'Save':

Now, simply rinse and repeat for all California-based Leases! πŸ„
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Once you have all your California-based Leases marked as such, it's time to add a new filing Operator in the GreaseBook.

To do so, go to Reports (left tab) > State & Government Reports (top tab) > and select 'Open & Run' on the report that reads 'California Monthly Operations Report'.

You'll be prompted with a message that says "To use the California PR Form filer tool in your operations, please set up a new filing Operator to begin!"

Simply click the green button that reads "Create a new filing Operator" and add your credentials:

  • Official Operator Name

  • Operator Number

  • check box next to all Leases associated with this Operator

Side Note: Many Operating Companies have several operating names and numbers with which they use to file with. GreaseBook permits you to add as many Operators as you'd like by simply 'Creating New Operator Group'. If this applies to you, please note that each Lease can only be assigned to one Operator. That said, if you select to add a Lease that's already been assigned to another Operator group it will be assigned to your new group and removed from the other πŸ’β€β™€οΈ

Now that your Operator Name and Number have been created in the GreaseBook, it's time to move forward with adding all Lease information required by the state of California to the system.

And, while this can take a bit of time, imagine the hours we'll gain each month once we're all set up! 😌

Now that we have the required Lease info, we must add the official Lease Name, Oil Lease Number / Gas ID, and Field Name to each Lease exactly as they appear in your state reporting system.

To enter the required Lease data for filing, select the Filing Operator Group you want to work out of then fill in all of the pertinent data! If you entered this data at the Settings > Batteries > Edit Battery page, data will auto-populate for you! Anything you need to fill out will be highlighted in RED!

If you need to edit, update or change anything at the Battery level, simply go to Settings (left nav bar) > Batteries (top nav bar) > select any Battery and simply click the small green pencil beside the name to manage the battery details.

Finally, any Commingled Permits that are associated with this Lease should be added here, too.

To add Commingled Permits, in Commingled Leases section simply click the 'Add' button.

From here, you'll be able to add:

  • Lease Name (exactly as it appears on the Department of Conservation's proration schedule!)

  • Oil Lease Number / Gas ID

  • Percentage of lease total to apply to specific Commingle Permit Number

Finally, while the GreaseBook PR Form filer tool will autofill many of the elements of each Lease for you during set up from your Manage Battery window you will have to fill in any remaining data fields which are highlighted in RED.


Once each element is filled out for the Battery, simply hit 'Save' in the upper right hand corner of the tool:

Once you've made all the necessary changes and have all the required data fields complete, simply click download and you and file the report!

Happy Reporting! πŸ“Ž


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