How to Create Reports
With the Reports feature you can export your income data in a customised format. Think of it as your pivot table in the sky, where you can slice and interrogate your revenue data.
To create a new report, please go to Data > Reports and hit the +Create button at the top right of the screen.
Name Your Report & Choose a Dataset
Here you give your report a name and select which Dataset to use as a source for your report. You can either export your Income Data or the Royalties you reported to your songwriters.
Income Data: This is data from the income files, including files that have not been processed for royalties.
Royalties: This draws data from the table of income data created when royalty 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 royalty line, it will not have created a line in this table. So any incomplete or unreported lines are not available here.
|Artist||Net Amount||Royalty Rate||Net Payable|
Filter Which Data Segment You Would Like to Report
When using an AND filter, only those income lines that match all the conditions will be displayed in your Report. In the below example, only Premium Streams in Italy will be displayed.
When using an OR filter, all the income that match at least one of the conditions will be displayed in your Report. In the below example, income that are either a Premium Stream or income 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.
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 Work? Select fields for Net Amount, Identifier and Work 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.