Approving Sales Reports
Overview
In addition to viewing and managing sales reports, Revelator’s Finance section provides powerful workflow tools:
Batch Approving Reports: Approve multiple new or pending reports at once.
Foreign Currency & Adjustments: Handle cross-border revenues by setting up or applying currency conversions and making manual adjustments.
Exporting: Export your consolidated or filtered reports for external analysis or archival.
Detaching Unmatched Reports: Separate unmatched lines or entire reports that need further verification to keep your main list clean and focused.
Prerequisites
Access to Finance: You must have the appropriate user permissions to view and manage the Finance section.
Supported File Formats: Ensure your report is in a format Revelator can parse. For example, CSV, or TXT from recognized DSPs or distributors.
Catalog Management: Ideally, you have a clean catalog with accurate metadata (ISRC codes, track titles, etc.), to minimize unmatched lines upon import.
Who Is It For?
Label Managers / Accountants who process a high volume of DSP statements and want efficient approval flows.
International Teams handling cross-currency revenues and manual adjustments.
Admin / Financial Controllers who require exports of financial data for auditing or external reporting.
Key Benefits
Time Savings: Batch approving eliminates repetitive single-report confirmation, speeding up large workflows.
Accurate Cross-Currency Management: Add or adjust foreign currency rates, ensuring final payouts reflect current exchange rates.
Streamlined Data Hand-offs: Exporting allows quick sharing of statements or summaries with stakeholders outside Revelator.
Clean Data & Organization: Detaching unmatched lines (or entire reports) for separate review prevents clutter and ensures only verified data is processed further.
How It Works: Step by Step Guides
1. Batch Approving Reports
Navigate to Finance: In the left-hand menu, click Finance to open the list of sales reports.
Select Reports: Use the checkboxes in the first column (or a multi-select option) to choose the reports you want to approve in bulk.
Click “Approve”: Locate the Approve action button (often in a toolbar above the report table) and confirm your choice.
Result: All selected reports move to an Approved state, eliminating the need to individually confirm each one.
3. Exporting Reports
Filter & Group: Before exporting, apply any desired filters (e.g., date range, DSP, or unmatched lines only) to capture the precise dataset you need.
Select Export Format: In the Export dropdown, choose a format (CSV, XLSX, or any supported format).
Download: Click Export to prompt a file download. Save the file locally for accounting, auditing, or sharing with external collaborators.
Verify Data: Open the exported file in your spreadsheet or financial software to ensure the correct columns and filters were applied.
4. Detaching Unmatched Reports or Lines
Locate Unmatched Reports: Within the Finance list, look for a report flagged as “Unmatched” or containing unmatched lines.
Open Report Details: Expand the report to see the unmatched lines.
Detach Unmatched Items:
Detach Entire Report: If a report is significantly incomplete or has widespread mismatches, select Detach or Move to Unmatched from the action menu.
Detach Specific Lines: If only certain lines are problematic, select them individually and choose Detach or Separate for Review.
Review Later: Detached reports or lines typically move to a separate Unmatched or “Pending Review” section, ensuring the main Finance list contains only active, finalized, or approved items.
Frequently Asked Questions
Can I undo a batch approval if I made a mistake? Yes, you can reopen an approved report if you notice errors. However, if the system has already allocated payouts, additional steps may be required to reverse the distribution.
Do manual currency adjustments override automatic rates? Yes. When you enter a manual rate, it typically overrides the auto-fetched rate. Make sure to document why you changed the rate for future reference or auditing.
How do I export only unmatched lines for further analysis? Use filters to show only unmatched lines or reports, then click Export. The downloaded file will reflect your filtered view.
What happens if I detach a report and never reattach it? It remains in a “detached” or “pending” state, not affecting official earnings calculations. You or another team member can revisit it later to match lines or confirm data.
Additional Resources
Finance Overview & Unmatched Lines Guide
Currency Conversions & Best Practices
Bulk Metadata Matching & Imports
Next Steps and Future Releases
Enhanced Batch Tools: Future updates may provide partial batch-approval, allowing you to skip certain lines or segments.
Auto-Currency Updates: Additional integrations with currency-rate APIs to further automate conversions.
Audit Log Improvements: More detailed history of who approved, detached, or adjusted lines for transparent financial reporting.
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