Statement Tools
General
Statement Tools is an analytical overview of publishing statement data. Use it to quickly review financial completeness and key metrics across multiple Partners and periods without opening individual Statements.
This view is particularly useful for period-end reconciliation — quickly spot Partners where financial data is incomplete before Statements are dispatched.
Filters
Filter the view by Year, Term, and Partner to narrow the data set.
Data Columns
| Column | Description |
|---|---|
| Year / Term | Accounting period |
| Partner | Publishing Partner |
| Status | Sent date, Locked flag |
| Previous Period Balance | Carried-over balance from the prior period |
| Total | Gross royalty income |
| Balance | Total after deductions |
| Payout | Amount due to the Partner |
| Carry Over | Amount rolled into the next period |
| Performance / Mechanical / Sync / Other | Income breakdown by rights type |
| Recoupments | Advance recoupment amounts |
| VAT | VAT applied |
| Financial Data Completed | Flag confirming all data has been entered |
| PDF / XLSX / ZIP size | File availability indicators |