How To Use The Transactions Page

The transaction list page provides several tools to help you explore your data. 

Columns

Use the columns select to choose which fields to display in the list view. Columns with arrow icons in the header are sortable. Some notable fields that may be useful:

Field Description
Transaction The transaction id, also links to the transaction detail page.
Paid Timestamp Date when the transaction was paid to you, used in calculating royalties.
Timestamp Date when the transaction occurred, can often be before the paid timestamp
Type One of income, expense, or transfer
Artist The artist of the item the transaction belongs to
Item The item the transaction belongs to
Contract The contract for the transaction as calculated via the release, track, item, and transaction itself.
Total The total of the transaction in the currency it was received in
Category Used to group transactions. Income, expenses, and transfers all have their own categories. This field can be useful when trying to track down specific kinds of income or expenses 
Release The release of the item the transaction belongs to
Track The track of the item the transaction belongs to
Retailer The service or store that sold the music, e.g. Spotify
Source The service that provided the transaction to IC, often a distributor or manual to indicate an additional.
Period The period comprising the royalty round the transaction falls into according to its paid timestamp.
Created At The date the transaction was created.
Memo Notes attached to the transaction, often used for additionals to provide detail.

Other available fields: Conversion Rate, Converted Currency, Converted Total, Currency, External ID, Importer Source, Region, Item, Ledger, Payee, Period, Published, Release, Retailer, Source, Track, and Updated At.

Filters

Click "Add Filter" on the upper toolbar to filter down the transactions in the list view. These filters will be used for any visualizations or exports you generate in the list view. Most of the transaction fields described above are filterable. 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. Saved filters can be modified or deleted by clicking the badge describing the saved filter.

If you're viewing a transaction list within another page, for example a release detail page, the transactions will already be filtered to only show those relevant to the page you're viewing. Use the primary transactions page, accessible via Royalties -> Transactions to look at all your transactions. 

Visualizations

Use "Add Visualization" to group the transactions using various fields and show their aggregated totals in pie chart or table form.

 Timestamp and paid timestamp provide a bar chart with income, expense, and transfers by month. Visualizations provide a quick and easy way to see how large numbers of transactions are distributed.

Exports

If the various filters and visualizations aren't enough for your particular needs, you can always export the transactions you're viewing as a CSV. Selecting "Export" in the upper toolbar will prepare and email a CSV of the transactions you're viewing with whatever filters you're using at the time.

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