Cost Summary Generator is a new reporting tool in CorePlan. It lets you group and filter drilling cost data and generate reports fast, without switching tools or stitching spreadsheets together. You choose the hierarchy and drag the grouping levels to match how you bill or report, so the output lines up with your invoice or management report from the start. Save your favourite format and reuse it next time.

For drilling contractors: invoicing finally matches how you bill

A contractor's admin team pulls up the cost summary at month end. It covers the whole rig for the whole month, but the client has two separate cost contracts running on it. Now it's an afternoon in Excel splitting the numbers apart before an invoice can go out.

If you're running admin or accounts for a drilling business, this new feature gives you that afternoon back. Cost Summary Generator lets you group costs by project, rig, hole, client, drill type, or cost contract, in whatever order matches your invoice. Instead of opening two separate reports and splitting a rig's costs by hand, the report comes out split by contract already.

That means invoicing that matches your billing structure without the Excel workaround, and fewer reconciliation errors between what you send and what the client sees in their own CorePlan view. The result is less admin and faster payment.

For mining teams: program-level visibility without the spreadsheet stitching

A few hundred kilometres away, a senior geologist needs to tell management what the RC program has spent this month, across three rigs and two contractors. The only views available are per rig. So the numbers get exported, combined, and tagged by hand, again.

If you're an exploration manager or geologist tracking spend across a multi-rig program, the question you get asked most often is some version of "how are we tracking against budget?" Until now, answering it meant exporting per-rig reports and building the program-level view yourself, then doing it again next week.

Cost Summary Generator in CorePlan lets you set your hierarchy to program, project, or contractor and drill down to rig or hole when something needs a closer look. That gives you better visibility over drilling spend directly in CorePlan, and the ability to assess actuals against budget as you go rather than after the month closes. When management asks how a program's tracking, you've got a faster, more confident answer.

What you can actually do with it

1 - Group and filter costs however you work

Build your hierarchy from project, rig, hole, client, contractor, drill type, or cost contract, in any combination and order. The structure reflects your invoice or your report, not a fixed template.

2 - Drill down when something needs attention

Start at the program or project level, then drop down to rig or hole to investigate a number that looks off, without leaving the view or rebuilding it from scratch.

3 - See cost, metres, hours, and cost per metre at every level

Each grouping level shows the same core metrics, so you can compare a program's overall cost per metre against the rig or hole driving it.

4 - Save your layout and reuse it

Set the hierarchy and filters up once, then reload the same view next billing cycle or next management update instead of rebuilding it.

It fits straight into the reporting you're already doing

The data is already in CorePlan from your Plods, so there's nothing new to log and nothing new for drillers to learn. Access is limited to users with cost viewing permissions, so the right people see it without changing anyone else's workflow

Part of a bigger picture

Cost Summary Generator sits alongside Plod workflows and cost contracts in CorePlan, turning data that's already being captured on site into the report your accounts team or your management review actually needs, without a parallel spreadsheet to maintain.

Want to see it in action? Book a demo or reach out to your account manager.

Frequently asked questions

What is Cost Summary Generator in CorePlan?

Cost Summary Generator is a reporting tool that lets you build a low-code, Excel-formula free custom cost view by grouping and filtering drilling cost data by project, rig, hole, client, contractor, drill type, or cost contract, in any hierarchy you choose, instead of being limited to a fixed per-rig or per-hole report.

Who can build a cost summary?

Technical skill wise, it's so easy to use. You don't need code, PowerBI, spreadsheets formula. Just play around with the filters until you see a cost view that you are looking for.

Do I need to set anything up to use it?

You don't need to set anything up. It appears as a new tab in your global dashboard, and pulls from data already captured in your Plods.

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How CorePlan's Cost Summary Generator lets you build cost reports your way

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