The Reports Page (How Can I View My Royalty Analytics?)
Introducing the Reports page! Navigating to Royalties -> Reports within your catalog will bring you to one of our latest & greatest features, the all-new Reports page! From this page, you can create, save, and share reports within your catalog - and these reports now load asynchronously as you create them, alerting you when your reporting is ready to view. Follow the instructions below to start creating reports and viewing helpful analytics in your catalog!
Infinite Catalog statements provide a detailed breakdown of royalties for each reporting period - and our Reports give IC users a powerful tool to get even more granular with the analytics of their royalty data.
By creating a Report from the Reports page of your account (Royalties -> Reports), you can *infinitely* slice & dice your data in order to isolate data sets and create detailed breakdowns of your royalties - grouped by a multitude of different values (i.e. Retailer, Region, Track, Release) and viewed over time by Total or Quantity in a chart and/or table view.
Reports break values down by month when viewing by Timestamp, Paid Timestamp, or Created At - or leave the View by month using field empty to view lifetime totals. Change the Group by field to see your transactions grouped by different values. Select Total or Quantity in the Field value to see cumulative royalty totals or sales quantities in the report. Hover over each chart value to see totals, and click on the values to the right of the chart to hide or unhide certain values from the chart display.
By default, this report is run on every transaction in your account. Using the Add Filter function on this report, you can create a custom report by narrowing down the transactions in the report view to isolate transactions by many different fields. These filters will be used for any visualizations, actions, or exports you generate in the list view. The Operator select lets you choose how you want to filter the field, while the Value select is used to choose the value you'd like to use in the filter. You can filter using multiple fields, operators, and values.
How to Build a Report
Building a Report from the Reports page is simple - all you need to do is specify the report parameters to your desired view and use Filters to isolate the transactional data sets you would like to run your reporting upon. For example - if you wanted to view all of your Spotify and Apple/iTunes royalty totals from Q3 2022, you'll want to begin building your report by isolating by Retailer and Paid Timestamp (date range). To start, you can Add Filter with Retailer - in - Spotify & Apple/iTunes to isolate all transactions from Spotify and Apple/iTunes.
You could then add another filter for Paid Timestamp - Start 07/01/2022 - End 09/30/2022 which would further narrow the transactions to view only Spotify & Apple/iTunes transactions with a Paid Timestamp (date range) in Q3 2022.
You can then adjust the report parameters at the top of the page to your desired view and click "Run Report" to generate a detailed report from the filtered transactions, grouped by the value you select.
Reports in IC are run asynchronously, meaning that you can continue to work within your catalog as the report loads. Once your report has loaded, you will be notified by an alert banner within the platform. Reports can also be saved on the Reports page of your catalog by clicking Save to Reports at the top of the report page once your reporting has been loaded, making it easy to return to the reports you need as often as you'd like!
Saved filters can be modified or deleted by clicking Edit on the report and clicking on the badge describing the saved filter. From this Edit page, the Report parameters can also be updated to your preferences.
Please note! Reports are run on the transactions you have specified with Filters in your reporting, based on the snapshot of the data at the time that the report was created. These snapshots last for 24 hours, at which point our system will re-load the report the next time it is accessed to ensure the report is being run on up to date data within your catalog. If you make changes during this snapshot period and would like to re-run the report, simply click Re-generate this report with fresh data at the bottom of the page.
These reports provide specific and detailed analytics, and are an invaluable tool to help you better understand your royalties!