How to Export PDF or Excel Versions of Statements

To download an individual statement in Excel (.xlsx) format, click on Royalties —> Statements on the navigation bar.

Click on the Download button next to the file you want to export/download. The file will be automatically saved in Excel (.xlsx) format.

To save the file in PDF format (.pdf), click on the name of the statement you want to save. The app will take you to the individual statement. On the black navigation bar at the top of the statement, click Print.

A popup window will be displayed. On the popup window, below Print, Destination will show the option to Save as PDF. Click Save. The statement should be saved to your computer as a PDF file.

To bulk download multiple statements in Excel (.xlsx), navigate to Royalties —> Statements on the top navigation bar. On the Search bar to the right of the screen, type the Name, Period, or Payee Name you want to download in bulk. For example, "H2" (the second half of the year), "Q2 2024," "Amy Edwards," etc.

Click on the teal Download button, under Statements, on the black navigation bar. This will prompt a popup screen that reads "Do you want to download all statements selected by current filters?". Click OK. The files will be saved as a .zip archive.