Using the Lease Operating Statement (LOS)

How to run and interact with the main LOS view: choose View Mode (Activity / Accounting), set filters and dates, open collapsible groups, and drill into account-level transactions via the modal.

Key Controls

• View toggle — Activity or Accounting (top left of toolbar).
  • Activity (default): values aligned to activity/production dates.
  • Accounting: values posted to accounting period.
• Property / Field filters — narrow the report by Property and Field (if included in the data set)
• Start / End date pickers — set the month range to display in the report.
• Create Report — Opens the Chart Builder where you can select a saved report, or create a new one to visualize the data.
• Export — Offers options to export the current data set as Excel, CSV, or (pretty) PDF.
• Rows / Months counters — top-right shows Rows: and Months: in the currently selected data set.
• Show empty rows toggle — show/hide empty line items.

Reading the table

• The table is built from your LOS Layout (Categories & Groups). Top-level categories are expandable.
• Expand a category to see groups, then expand groups to see accounts and detail rows.
• Scroll to the right to see more columns.
• Numeric cells are per-month columns; Scroll all the way to the right to see Rolling Totals and Rolling Averages
• Click an individual account’s cell and you’ll see a drilldown of everything that went into that account. More on that below.

Drilldown to transactions

1. Click the arrow on a category, and then a group to expand and find the line item you want.
2. Click the line item
3. A Drilldown Modal opens showing the underlying transactions (date, vendor, description, amount).

Row Count & Groups

• Rows: total number of data rows visible. If you see a mismatch:
  • Expand groups to reveal leaf rows (the count may show top-level groups vs leaf rows).
  • If your table is paginated, the Rows number might display the page count; use Export to see the complete dataset.

Tips

• Toggle Show empty rows to surface categories that have no values but are present in the layout.
• Use the “Collapsed?” checkbox in LOS Layout builder to adjust the LOS rendering if you’re frequently expanding the same sections.

Troubleshooting

• Blank report: confirm los_enabled feature flag and your permissions.
• Drilldown has no invoices: the underlying transactions may not include linked documents; check the import job metadata to verify source docs were uploaded.
• Drilldown failed to load: Hit refresh and make sure your login has timed-out. If it has, log back in and try again.