The Orchard
Heads up! The Orchard has a new report formatting, reported in the new Accounting app, which can be found in the drop-down account menu in the navigation bar or by navigating to https://accounting.theorchard.com. As of July 2025, the Orchard provides revenue data in the new revenue_details.csv format and expense data in the new Expenses_MM-YYYY.csv format and this new reporting can be ingested with our new Orchard importers by following the instructions detailed below.
How to retrieve the data in the new Accounting app (July 2025)
Distribution Income:
- Log in to The Orchard Accounting
- Navigate to Statements and click the statement period you wish to import. Please note - months with "Open" next to them have not yet been closed and are incomplete, and due to this, we recommend only accounting for months without this designation (i.e. months that have been closed).
- A window will pop up. Under recommended documents, click Generate.
- Navigate to the Documents page. The requested document should appear here.
- Click on Generate Report and select Revenue - Detail.
- A csv in the new revenue_details.csv format will be delivered to you.
Expenses:
- Log in to The Orchard Accounting
- Navigate to Expenses
- Select the Statement Period from the top of the screen. Please note - months with "Open" next to them have not yet been closed and are incomplete, and due to this, we recommend only accounting for months without this designation (i.e. months that have been closed).
- For a single month, select "Single", choose the month you would like to account for, and click "Apply" to isolate expense detail for that month
- Click the "Export" button in the top right corner and a Expenses_MM-YYYY.csv will be delivered to you
Importing into IC:
- In IC, navigate to Royalties -> Data Imports
- To Import:
- Distribution income, select the Orchard importer from the dropdown menu
- Expenses, select the Orchard (Expense) importer from the dropdown menu
- For Paid Timestamp - as the Orchard has a two-month pay lag, enter a Paid Timestamp date two months from the reporting date. For example, a May 2025 Orchard report would have a Paid Timestamp in July 2025. We suggest using date in the middle of the month, the 15th, to ensure the transactions fall within the middle of that month.
- Choose the desired file and click "Import"
Legacy Orchard Data
How to retrieve Legacy data in the Workstation
Orchard data in the legacy formatting is still provided by the Orchard and can be retrieved from the main Workstation portal by following the instructions below. As this Legacy formatted data may be deprecated by the Orchard at any time, we recommend accounting for the new Revenue - Detail report formatting as soon as it is available for your account by following the instructions above. If it is unavailable, please follow the instructions below to account for reporting in legacy formatting.
Distribution Income:
- Log in to The Orchard
- Navigate to Accounting -> Statements and click Request Report for the desired period. Be sure to leave the default settings as shown below - Report Type: Full Report, File Type: Download in .xls format, Number Format: Download in US format.
- The Orchard will send a notification email when your statement(s) are ready to view. Navigate back to Statements and click View Requested
- Download the .Zip
Publishing Income:
- Log in to The Orchard
- Navigate to Accounting -> Statements and click View for the desired period
- Click Get download link then Download next to the file name 'publishing_statement_[MONTH]_[YYYY]
- Statements should download in .xlxs format
Expenses:
Expense transactions aren't included in reports available from the Statements tab in the Orchard Workstation. To export expense reporting from the Workstation, do the following:
- Navigate to Accounting -> View and select the date range for the desired period
- Scroll to the bottom of the page to the Expenses Breakdown module
- Choose View By Expense as shown below:
- Click Export View and choose Download.xls
Orchard data is on a two month pay lag; e.g. if you're looking for paid timestamp in February, download December data.
In instances where The Orchard is handling third-party publishing deductions on your behalf - these publishing deductions are included in your monthly statements and brought in by our importer as separate transactions.
Importing Legacy data into IC:
- In IC, navigate to Royalties -> Data Imports.
- To Import:
- Distribution income, select the Orchard (Zip) importer from the dropdown menu
- Publishing income, select the Orchard Publishing importer from the dropdown menu
- Expenses, select the Orchard (Expenses) (Legacy - pre-July 2025) importer from the dropdown menu
- Choose the desired file and click "Import"
Please note - if you are importing Orchard data in EU format (example: 10.000,50 USD), European Formatting must be enabled by clicking the checkbox in the Importer Settings (Royalties -> Data Imports -> Importers -> (Orchard Importer) -> Settings) as shown below: