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What You’ll Need
Your tract is fully set up and KPIs have been run. Reports are generated from the tract or portfolio view.
The platform lets you generate formal reports on your mineral interests — documents you can share with a financial advisor, an estate attorney, a potential buyer, or anyone else who needs a clear picture of what you own and what it is worth.
Generating a Report
You will find the reporting tools in the sidebar or from your tract or portfolio view. When you initiate a report, you will be asked which tracts to include, what time period to cover, and what type of output you need.
At a minimum, most reports include your Pecan Estimate, the breakdown of your value by component (PDP, non-producing, and upside), and a summary of your producing wells and their estimated revenue. Depending on the report type, you may also see production history, engineering detail, or a well-by-well breakdown of your interests.
Once you make your selections, the platform generates the report. Depending on the type and portfolio size, this may complete immediately or take a short time to process.
When Reports Are Most Useful
If you have received an offer on your minerals and want to know whether it is fair, a report gives you a formal, structured view of your valuation to share with an advisor or reference in the conversation.
If you are doing estate planning or working with an attorney on mineral rights documentation, a report provides a professional summary of your holdings and their estimated value.
If you are tracking your portfolio over time, running a report periodically gives you a snapshot to save and compare year over year.
Custom and Appraisal-Grade Reports
If you need something beyond the standard self-serve reports — a more detailed engineering analysis, a customized format for a specific transaction, or an appraisal-grade document — our team offers that as a separate service. You will find an option to request it from within the platform.
Getting Help
If you run into anything as you work through the platform, our support team is here. You will find a support link in the Help section, and you can reach us at support@pecantreeog.com.
