Exporting Well Completion Reports to Excel: A Practical Guide
Well completion reports contain the technical and commercial details needed to understand how a drilled well was finished, stimulated, tested, and brought into production. Exporting that information to Excel makes it easier to compare wells, prepare valuation models, check operator activity, and share findings with colleagues who do not work inside a mapping platform every day.
For Australian users assessing United States shale opportunities, a reliable spreadsheet workflow is especially useful. The terminology may feel familiar to anyone who has worked around coal seam gas in Queensland or conventional fields in Western Australia, but American well records, county names, lease data, and production reporting conventions require careful handling before the figures are used in an investment or engineering review.
Start With The Right Well Set
Begin by defining the wells that belong in the report. A broad export covering an entire shale play can become unwieldy, while a narrow search may omit nearby wells that provide important context. Use the map to filter by basin, county, operator, well status, completion date, or a selected area of interest.
The relevant period depends on the purpose of the analysis. A landman reviewing recent activity may focus on the last 12 to 24 months, while an investor comparing development patterns may need several years of completion history. For an Australian team working from Sydney or Perth, remember that US records use American local dates and may reflect updates made at different times by state regulators.
You can begin the search through the Shale Navigator platform, then inspect the available well and property layers before exporting. Reviewing the map first helps prevent a common mistake: treating every well inside a lease boundary as if it had the same completion design or commercial significance.
Check Filters Before Exporting
Filters should reflect the question the spreadsheet is meant to answer. If the aim is to compare completion intensity, include lateral length, stage count, perforation intervals, fluid volumes, and proppant where available. If the focus is land and mineral-rights due diligence, retain location, operator, lease, ownership, permit, and well status fields alongside the completion data.
Pay attention to status labels. A permitted well is not the same as a drilled well, and a drilled well is not automatically completed or producing. Terms such as “completed,” “plugged,” “recompleted,” and “inactive” can have different implications for a development schedule. Keep the original status value in the export rather than replacing it with a simplified category too early.
Before downloading, record the filters in a worksheet or a short notes section. Include the selected play, counties, operator, date range, well type, and retrieval date. This creates an audit trail, which is valuable when a spreadsheet is revisited months later or reviewed by an attorney, engineer, or investment committee.
Build A Repeatable Export Workflow
After selecting the well set, export the report in a format that preserves one well per row wherever possible. A flat structure is easier to sort and pivot than a report that combines several completion events, permits, and ownership records in a single cell. If the system provides separate files for wells, permits, leases, or production, save them with clear filenames and keep the original downloads unchanged.
Use a consistent naming pattern such as EagleFord_Completions_2024-01-01_to_2024-12-31.xlsx. Store the export date and source details in a separate control sheet. Do not overwrite the source file while cleaning it; create a working copy instead. This distinction matters when an Australian consultancy needs to demonstrate where a figure came from during a transaction review or an ASX-related internal process.
Excel is most useful when the data is treated as a structured table. Convert the main range into an Excel Table, freeze the header row, apply filters, and use consistent date and number formats. Keep well identifiers as text, since leading zeroes or special characters can be lost if Excel interprets them as numbers.
Fields Worth Keeping In Your Workbook
A completion report can contain more columns than a decision-maker needs. Retain the original fields in a raw-data sheet, then create a cleaner analysis sheet with the columns used for comparison. This preserves traceability without forcing every user to work through a crowded worksheet.
Useful fields commonly include:
- API or state-assigned well identifier
- Well name, operator, county, and state
- Surface and bottom-hole coordinates
- Target formation or shale play
- Spud, completion, and first-production dates
- Vertical depth, measured depth, and lateral length
- Completion status and well type
- Stage count, perforated interval, and treatment details
- Water, fluid, sand, or proppant volumes where reported
- Permit, lease, mineral-rights, or property references
Field availability will vary by state and source. Some records may provide a detailed stimulation summary, while others offer only completion dates and basic well characteristics. Avoid filling missing values with zero unless zero is explicitly reported. Use blank cells or a standard “not reported” code, because zero stages or zero proppant means something very different from unavailable information.
Australian readers should also watch units closely. US reports often use feet, barrels, pounds, and acres, whereas Australian technical work commonly uses metres, cubic metres, tonnes, and hectares. Add converted columns rather than changing the original values. A conversion formula can be checked later, while an overwritten source value cannot.
Clean And Analyse The Spreadsheet
Data cleaning should begin with identifiers and dates. Remove accidental spaces, check for duplicate API numbers, and standardise operator names without deleting the original name. Convert date fields into genuine Excel dates so that sorting, filtering, and elapsed-time calculations work correctly. Use a separate column for the source date if the report includes both filing and completion dates.
Next, look for inconsistent units, missing values, and improbable measurements. A lateral length that is unusually short may indicate a vertical well, a partial record, or a data-entry issue. A completion date earlier than a spud date deserves investigation rather than automatic correction. Conditional formatting can highlight blanks, duplicate identifiers, and values outside the expected range.
Helpful Excel tools include:
- PivotTables for comparing operators, counties, and completion years
- XLOOKUP or Power Query for joining well and permit datasets
- Data validation lists for standardising status categories
- Conditional formatting for missing dates and unusual measurements
- Charts showing completion activity by month, play, or operator
Keep calculations separate from imported data. For example, create calculated columns for lateral length in kilometres, proppant per metre, or days from spud to completion, while retaining the original US units beside them. This is particularly helpful when a Brisbane-based technical team and a Houston-based operator use the same workbook but prefer different measurement systems.
Validate Results Before Sharing
Validation is the step that turns an attractive spreadsheet into a dependable report. Select several wells at random and compare the exported rows with their map records or source reports. Check that the well name, location, operator, completion date, and status match. If the export includes coordinates, plot a sample to confirm that latitude and longitude have not been reversed.
Look for geographic anomalies as well. A well assigned to the wrong county may distort an area-based analysis, while a surface location outside the expected lease may indicate a directional well or a mapping issue. This matters when comparing US shale development with Australian projects in the Surat Basin, where surface access, tenement boundaries, and infrastructure corridors can shape commercial decisions.
When the workbook is ready, add a short methodology note covering the source, filters, date retrieved, unit conversions, excluded records, and assumptions. If the data will support mineral-rights screening, document whether ownership and lease information was current at the time of export. Subscription options may provide additional data access for teams that need broader coverage or more detailed reporting.
A polished workbook should contain a raw export, cleaned dataset, calculations, summary analysis, and methodology sheet. Protect formula cells where appropriate, use restrained formatting, and give each tab a descriptive name. Save a PDF snapshot only when a fixed presentation is required; keep the Excel file as the working record so users can inspect filters and calculations.
Use a disciplined process each time: define the question, filter the wells, preserve the original export, clean without hiding uncertainty, convert units transparently, validate representative records, and document the result. That approach makes completion data easier to compare across operators and plays, while giving Australian analysts a practical basis for evaluating US shale activity from the office or the field. Start with a clearly defined well set and build the Excel workbook around decisions it needs to support.