There are two key reports that can be downloaded from the system that will allow you to review the data for each Royalty Run that you create in the system. These reports can be downloaded even if the Royalty Period has not yet been closed.
The two reports list Summarised Payments by Payee and Details of each statement.
To access these reports, you will need to browse to the relevant Royalty Run by following the steps listed below.
1. Navigate to the Sales and Royalties Module from the menu on the left-hand side.
2. Select the Sub Menu item Royalties Reports
3. Select Pay Run.
(If you pay Royalties for some of your titles at different times, you will then be asked to select the appropriate configuration.)
You will then see a list of Royalty runs available to you as per the diagram below:
Click on the word Statements under the column Get Reports for the Royalty period that you are looking to download the reports for.
This will take you to the Statement view for this run, as below:
In the top right hand corner, you will see options to download two reports. if the Royalty Period has been closed and the Statement PDFs have been generated, there will be a third button allowing you to download the statements.
To download the summarised Payments by Payee report, click on the button labelled Summary. To download the detailed statement information click on the button labelled Details. The icon to the left of the two reports will allow you to change the output format. You can select either XSLX, CSV, or HTML.
You need to choose the format before clicking on the button.
The report will automatically download to your machine once clicked and you will find it in the default download directory. Open from there and you can begin to review and manipulate the information.