Getting Started – Upstream+

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Getting Started

Getting Started with Upstream+

Upstream+ helps oil and gas teams import, organize, analyze, and report Lease Operating Statement data. It turns accounting and production data into usable reports, dashboards, summaries, and drilldowns so your […]

Logging In

There are two ways to login to your account. If your organization has setup Single Sign-On (SSO), you can login using your Google or Microsoft accounts. If not, you can […]

Change Your Password

After first logging in with a temporary password, you can change your existing password from anywhere in the application by clicking your name/avatar in the upper right corner and then […]

LOS Settings

Use LOS Settings to configure how Upstream+ organizes, imports, labels, and reports your Lease Operating Statement data. These settings control important assumptions behind the LOS Statement, Import LOS Data page, […]

Import LOS Data

Use the Import LOS Data page to upload accounting and production data into Upstream+. This page walks you through downloading the correct import template, uploading your completed file, previewing the […]

Setting Up the LOS Layout

The LOS Layout builder lets you visually arrange how the Lease Operating Statement is rendered: create Categories, add Groups inside Categories, and drag Account/Line Items into groups. Remember to Save […]

Using the Lease Operating Statement (LOS)

Use the LOS Statement page to review Lease Operating Statement data across properties, fields, entities, accounts, categories, and reporting periods. This is the main reporting view for imported LOS data. […]

Budget vs Actual (Summary View)

Use the Budget vs Actual page to compare estimated AFE amounts against actual costs. This view helps you monitor whether work is tracking above, below, or in line with budget […]

Budget vs Actual (Detail View)

Use the Budget vs Actual Detail page to review the account-level detail behind a selected AFE. While the Budget vs Actual summary page helps you compare AFEs at a higher […]

Chart Report Builder

Visualize your Lease Operating Statement in any way you want with Upstream+’s Report Builder. Where to find it Related but different: Save Chart Widget on the main LOS toolbar saves […]

Edit My Profile

The “My Profile” page displays your user information within the application. Your profile contains general information such as your name, email address, mobile phone, etc. and also includes system information […]

Roles, Seats and Permissions

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.