{"id":21066,"date":"2026-03-26T17:05:14","date_gmt":"2026-03-26T22:05:14","guid":{"rendered":"https:\/\/upstreamreporting.app\/support\/?p=21066"},"modified":"2026-04-01T12:05:32","modified_gmt":"2026-04-01T17:05:32","slug":"using-the-lease-operating-statement-los","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=21066","title":{"rendered":"Using the Lease Operating Statement (LOS)"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"186\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-controls.png\" alt=\"\" class=\"wp-image-21071\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-controls.png 971w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-controls-300x57.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-controls-768x147.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-controls-954x183.png 954w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Key Controls<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View toggle<\/strong> \u2014 <em>Activity<\/em> or <em>Accounting<\/em> (top left of toolbar).\n<ul class=\"wp-block-list\">\n<li><strong>Activity<\/strong> (default): values aligned to activity\/production dates.<\/li>\n\n\n\n<li><strong>Accounting<\/strong>: values posted to accounting period.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Property \/ Field filters<\/strong> \u2014 narrow the report by Property and Field (if included in the data set)<\/li>\n\n\n\n<li><strong>Start \/ End<\/strong> date pickers \u2014 set the month range to display in the report.<\/li>\n\n\n\n<li><strong>Create Report<\/strong> \u2014 Opens the Chart Builder where you can select a saved report, or create a new one to visualize the data.<\/li>\n\n\n\n<li><strong>Export<\/strong> \u2014 Offers options to export the current data set as Excel, CSV, or (pretty) PDF.<\/li>\n\n\n\n<li><strong>Rows \/ Months counters<\/strong> \u2014 top-right shows <code>Rows:<\/code> and <code>Months:<\/code> in the currently selected data set.<\/li>\n\n\n\n<li><strong>Show empty rows<\/strong> toggle \u2014 show\/hide empty line items.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Reading the table<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The table is built from your <strong><a href=\"https:\/\/upstreamreporting.app\/support\/?p=21062\" data-type=\"post\" data-id=\"21062\">LOS Layout<\/a><\/strong> (Categories &amp; Groups). Top-level categories are expandable.<\/li>\n\n\n\n<li>Expand a category to see groups, then expand groups to see accounts and detail rows.<\/li>\n\n\n\n<li>Scroll to the right to see more columns.<\/li>\n\n\n\n<li>Numeric cells are per-month columns; Scroll all the way to the right to see Rolling Totals and Rolling Averages<\/li>\n\n\n\n<li>Click an individual account&#8217;s cell and you&#8217;ll see a drilldown of everything that went into that account.  More on that below.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"966\" height=\"658\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell.png\" alt=\"\" class=\"wp-image-21073\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell.png 966w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell-300x204.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell-768x523.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell-637x434.png 637w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell-756x515.png 756w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/los-expanded-to-cell-593x404.png 593w\" sizes=\"auto, (max-width: 966px) 100vw, 966px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Drilldown to transactions<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the arrow on a category, and then a group to expand and find the line item you want.<\/li>\n\n\n\n<li>Click the line item<\/li>\n\n\n\n<li>A <strong>Drilldown Modal<\/strong> opens showing the underlying transactions (date, vendor, description, amount).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"695\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/LOS-Drilldown.gif\" alt=\"Upstream Lease Operating Statement Drilldown into Account\" class=\"wp-image-21074\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Row Count &amp; Groups<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Rows:<\/strong> total number of data rows visible. If you see a mismatch:\n<ul class=\"wp-block-list\">\n<li>Expand groups to reveal leaf rows (the count may show top-level groups vs leaf rows).<\/li>\n\n\n\n<li>If your table is paginated, the <code>Rows<\/code> number might display the page count; use Export to see the complete dataset.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Tips<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Toggle <strong>Show empty rows<\/strong> to surface categories that have no values but are present in the layout.<\/li>\n\n\n\n<li>Use the &#8220;Collapsed?&#8221; checkbox in <a href=\"https:\/\/upstreamreporting.app\/support\/?p=21062\" data-type=\"post\" data-id=\"21062\">LOS Layout builder<\/a> to adjust the LOS rendering if you\u2019re frequently expanding the same sections.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-1024x470.png\" alt=\"\" class=\"wp-image-21075\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-1024x470.png 1024w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-300x138.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-768x352.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-946x434.png 946w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category-980x449.png 980w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/collapsed-category.png 1459w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blank report<\/strong>: confirm <code>los_enabled<\/code> feature flag and <a href=\"https:\/\/upstreamreporting.app\/support\/?p=10605\" data-type=\"post\" data-id=\"10605\">your permissions<\/a>.<\/li>\n\n\n\n<li><strong>Drilldown has no invoices<\/strong>: the underlying transactions may not include linked documents; check the import job metadata to verify source docs were uploaded.<\/li>\n\n\n\n<li><strong>Drilldown failed to load:<\/strong> Hit refresh and make sure your login has timed-out. If it has, log back in and try again.<\/li>\n<\/ul>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-stacked daexthefu-alignment-center\"\r\n\t\t\t\tdata-post-id=\"21066\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<div class=\"daexthefu-buttons-container\">\r\n\t\t\t\t\t\t<div class=\"daexthefu-buttons\">\r\n\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-yes daexthefu-button daexthefu-button-type-icon\" data-value=\"1\">\r\n\t\t\t\t\r\n                <svg>\r\n                    <defs>\r\n                        <style>.thumb-up-cls-1{fill:#c9c9c9;}.thumb-up-cls-2{fill:#e1e1e1;}.thumb-up-cls-3{fill:#676767;}<\/style>\r\n                    <\/defs>\r\n                    <g id=\"thumb_up\">\r\n                        <path class=\"thumb-up-cls-2 daexthefu-icon-circle\" 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[&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21077,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[70],"tags":[],"class_list":["post-21066","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-started"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21066"}],"version-history":[{"count":2,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21066\/revisions"}],"predecessor-version":[{"id":21076,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21066\/revisions\/21076"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/media\/21077"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}