Licensor Help

How Do I Create a Custom Report?

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You can create custom reports to view and filter sales by Licensor, Agreement, Property, Category, Territory, Distribution Method, Retailer and/or SKU for any specified date range. You can run these reports for single use, or save them for reuse.  

1. Select Reports from your top navigation bar, and then 2. select Analyze Royalties

Use the summary options to set your report data

  1. Use the drop-down to select the start date of the reporting period you want to view. NOTE: Selecting January 1, 2013 will return results of sales REPORTED beginning January 1, 2013
  2. Use the drop-down to select the end date
  3. Check this box instead of selecting an end date if you want to be able to rerun this report, showing sales through the current date (example: if this box is checked and you run the report on April 1, 2014, it will show sales reported between the start date and April 1, 2014)
  4. Select your first summary item.  NOTE: If you select "All Transactions" this will show all transactions and their details for the period selected. Do not summarize further
  5. Select additional summary item(s) to further analyze your sales data. Select as few or as many as necessary
  6. Name your report
  7. Check this box if you have a master account with sub-accounts and want to see sales for all sub-accounts. NOTE: Only use this option at the master level
  8. Select Save

This selection

Will return sales totaled by agreement for the specified timeframe

This selection

Will return sales for each property, category, territory, distribution method and retailer combination for the specified timeframe

Your saved reports will live on your Reports tab

  1. Report name
  2. Created by and date
  3. Run the report
  4. Edit the report to change the report parameters
  5. Delete the report
  6. Clone the report to create a new report with similar parameters; edit the cloned report to change the parameters

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