Supplemental Courses

PakEnergy Financial Reporting Course

For advanced users with prior PakEnergy experience

PakEnergy offers a financial reporting course on a quarterly basis at our Abilene, TX campus. The course is also available in our online learning portal. This is a specialized class for advanced users with prior PakEnergy experience.

Financial Report Writing – Online and Classroom Options Available

Ready to do more than import and print financial reports? We’ll show you how to customize basis report definitions and implement group in your financials.

This is a hands-on class, covering the basic record types used and how to turn your blank screen into a customized balance sheet, income statement or spreadsheet reporting, formula calculation and budget set up. You’ll learn the advanced aspects of financial reporting design, including exporting reports in formats such as PDF and Excel, and how to use higher-level record types in more advanced reporting.

You’ll learn the advanced aspects of financial reporting design to add more impact to your financial reports. We’ll teach you how to create and print ratios, percentages and computations on statements, plus automatic summary level reporting for easier analysis.

Discover the power and flexibility of automated groups and how they dynamically change as your business changes. You’ll learn to put together custom groups for pumpers, selling of a group of wells, determining the most and least profitable, and more.

Please check the class schedule for dates and related costs. These classes have limited seating, so please submit a registration form to confirm your place in the class and before making travel arrangements. **NEW ** Financial reporting is now available as part of our online Learning Management System. Register for either option.

Prerequisites for this course: PakEnergy Overview & Fundamentals (Basic Class) and prior working experience with PakEnergy.

Class Schedule

Quarterly Supplemental Classes

The following class selections are offered on a quarterly basis and are considered “advanced” additional classes and are not a part of the complimentary core class offerings for new users. These classes require a good working knowledge of PakEnergy. All classes are held in the PakEnergy training center, located in the main offices at 2901 South 1st, Abilene, TX. Customers that are on maintenance may deduct ½ of the stated price for the class.

Upcoming Schedule: Subject to change due to COVID-19.

Financial Reporting
Day 1

8:30 a.m. – 5:00 p.m.


Financial Reporting
Day 2

8:30 a.m. – Noon

Please note: The class schedule is subject to change! Before making travel arrangements please call our office to confirm your placement in our classes if you haven’t received written confirmation!

Course Description

Financial Reporting

Go beyond how to import and print financial reports, learn how to setup basic report definitions from scratch and how to implement groups in your financials. This hands- on design class will teach the basic record types used and how to turn a blank canvas into a custom designed Balance Sheet or Income Statement.

Learn the more advanced features of financial reporting design with an emphasis on spreadsheet reporting, calculating formulas and setting up budgets. Learn how to export reports in various formats including PDF and Excel. Learn the higher level record types and how they are used in more advanced reporting needs.

Non-Customer: $700
Customer: $350
CPE Hours: 12

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