How To Create Reports
With the Reports feature you can export your sales data in a customised or fixed format .
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Choose your Report Type
To create a new report, please go to Data > Reports and hit the +Create button at the top right of the screen. Then you'd need to select creating a Custom or a Fixed Report ✪
Our Custom Report would be applicable if are you looking to export your data in customised format, by selecting relevant data fields, applying filters, adjusting date ranges. Think of it as your pivot table in the sky, where you can slice and interrogate your revenue data.
Our Fixed Reports ✪ would be most suitable if you are looking to export your data in a standardised format designed by Curve. Currently two fixed reports are available:
- Unreported Sales Report. This report provides greater detail on Unreported Income per Contract. Using our Fixed Reports for Unreported Sales, you will be able to review any unreported sales lines per Contract within a period, even if that same sales line was successfully reported to at least one other Contract.
- Audit Report: This Report allows users to export all updates captured within the History Tab, in a CSV format. Using our Audit Fixed Report you will be able to review any changes made on your Curve Platform within a given date range, in a standardised format designed by Curve.
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Name Your Report - Choose a Dataset & Format
Here you give your report a name and select which Dataset to use as a source for your report. You can either export your Costs or Sales data, and in both instances, either before or after royalty calculations have been applied.
Additionally, you can select which format your CSV should be exported in: Do you prefer this report in a Decimal Comma format (€123,00) or Decimal Point format ($/£123.00)?
Essentially this means that the UK/US CSV format uses a comma delimiter, while in numbering values the decimal point (.) is used as the decimal separator, and the comma (,) as the thousand separator (think of $/£123.00 and $/£1,234 respectively). In the EU CSV format, on the other hand, comma (,) is used as the decimal separator, and decimal point (.) as the thousand separator in any numbering value (think of €123,00 and €1.234 respectively); therefore commas are no longer used to separate columns and so semicolons (;) are used instead .
Sales Input: This is data from the sales statements, including statements that have not been processed for royalties.
Sales Output: This draws data from the table of sales data created when royalties calculations have been applied. It will only include lines that contribute to the Net Payable value of a contract’s Closing Balance. If a royalty calculation has not run against a Sales line, it will not have created a line in this table. So any incomplete or unreported lines are not available here.
Costs Input: This is data from the costs files entered or uploaded, including costs not yet processed for royalties.
Costs Output: This draws data from the table of costs data created after royalties calculations have run. Any costs not yet included in a royalty run will not be available here.
Please note that in a Sales Output report, each sales line will be displayed per time that it was reported in a statement. Imagine we have $100 worth of revenue for a Track on which Artist A has earned a 20% royalty and Artist B has earned a 30% royalty. In a Sales Output report, this line will be displayed twice, once as part of Artist A's royalty and once as part of Artist B's royalty. It is therefore important that, in a Sales Output report, you don't look at the totals of the Gross Amount, Net Amount or Units field as this may include duplicate sales lines. In our below example, we should not take the assumption that there was a total Net Amount of $200. Instead, if you wish to look at your total Gross Amount, Net Amount or Units; you should select a Sales Input report instead.
Artist | Net Amount | Royalty Rate | Net Payable |
Artist A | $100 | 20% | $20 |
Artist B | $100 | 30% | $30 |
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Filter Which Data Segment You Would Like to Report
The filter area allows you to select which segments of data you would like to generate a report for. If you leave the filter area blank, Curve will automatically report all sales data currently on your database.
AND Filters
When using an AND filter, only those sales lines that match all the conditions will be displayed in your Report. In the below example, only Premium Streams in Italy will be displayed.
OR Filters
When using an OR filter, all the sales that match at least one of the conditions will be displayed in your Report. In the below example, sales that are either a Premium Stream or a sale in Italy will be displayed. So in contrast with our AND filter in the example above, also Premium Streams in Greece or Downloads in Italy will be displayed.
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Select Which Fields to Display in Your Report
Once you have selected your dataset and filters, you can select the fields to pull data from. Each field you select here will represent a column in your Report export. Looking for a breakdown of your Net Amount per Release? Select fields for Net Amount, Cat No and Release Title. Looking for a breakdown of your number of Units per Territory? Select fields for Units and Territory. You can add as many fields as you like and you can give the fields your own custom name by amending the entry in the Header line. You can reorganize the columns of your Report by dragging and dropping your fields in a different order.
Once you have selected your preferred fields, you can hit the Display button to view your data. You can hit the Export button to download your data in an Excel format.