Viewing DSP/Sales Reports
Overview
Within the Finance section, you can view newly ingested or uploaded sale reports in a consolidated table. Alongside standard features—like date filtering, source grouping, and revenue sorting—Revelator now provides advanced options to handle unmatched lines. Unmatched lines occur when a sales report references a track, release, or metadata entry that does not directly match what’s in your catalog. These lines can be:
Approved (when you’ve verified the data is correct).
Matched to the correct items in your catalog if the metadata differs slightly.
Reprocessed if additional data (like track, artist, or release info) has just been updated and you want Revelator to try matching again.
By managing unmatched lines efficiently, you ensure accurate reporting and timely payouts to payees.
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: Verify incoming DSP reports and ensure all track-level data aligns with your catalog.
Artists & Independents: Keep your revenue clean and organized without losing earnings due to metadata errors.
Accounting & Admin Teams: Reconcile monthly or quarterly statements quickly, fixing data mismatches to maintain accurate financial records.
Key Benefits
Improved Data Integrity: Prevent incomplete or incorrect reporting caused by mismatched or missing metadata.
Streamlined Workflows: Quickly approve legitimate lines, match them to existing items, and reprocess lines that remain unresolved.
Accurate Royalty Distribution: Ensure that each track’s earnings are reported and paid out accurately to the correct payees.
Centralized Management: Handle all these tasks directly in the Finance area, removing the need for external spreadsheets or separate reconciliation processes.
How It Works: Step by Step Guides
1. Viewing Sale Reports
Go to the Finance section in the left-hand menu.
Choose a Date Range (e.g., Last Month, This Quarter) from the dropdown to filter the reports.
At the top of the page, select the time period you want to view (Last Month, This Quarter, Last Quarter, This Year, Last Year, or a custom date range).
Select the Sales Reports tab (as shown in the new interface screenshots).
You’ll see a table listing reports, including columns for Source, Date, Total Revenue, and Unmatched Lines.
Use the Group by dropdown (e.g., Source, Date, or Store) to organize how the reports are displayed.
Optionally, use Filters at the top to narrow results by Report Type, Territory, or Service.
2. Approving Reports
When a new report is ingested or uploaded, you can verify its details.
If everything checks out (no unmatched lines or issues), select Approve from the actions menu at the top or next to the report name.
Approving moves the report into a finalized state, helping you keep track of which statements are confirmed accurate.
3. Managing Unmatched Lines
If a report has unmatched lines, you’ll see an indicator or count (e.g., “5 unmatched lines”).
Click the report row or View Details to see the unmatched line items.
For each unmatched line:
Match: If the line partially matches a track in your catalog but needs a manual link (e.g., a slight difference in the track name or an alternate spelling), select the correct track from your catalog.
Approve as New: If the line legitimately refers to a new track or release that isn’t in your catalog, you can add it or approve it as a distinct entry.
Reprocess: If you recently updated your catalog (e.g., corrected metadata or added new tracks) and want Revelator to automatically attempt matching again, click Reprocess.
4. Reprocessing Lines
After updating your catalog with missing or corrected metadata, return to the report that contains unmatched lines.
Select Reprocess for the problematic lines. Revelator will scan your updated catalog and try to resolve the lines automatically.
If successful, the line status changes from “Unmatched” to “Matched.” If still unmatched, you may need to manually link or approve it as new.
5. Finalizing & Distributing
Once all lines in a report are matched or approved, you can finalize the report by clicking Approve at the report or line item level.
Finalized reports provide a solid foundation for generating royalties or next-level statements for payees.
Frequently Asked Questions
What if I see duplicates when trying to match a track? Verify your catalog entries. If duplicates exist, consolidate them to avoid confusion and reprocess lines again.
Do unmatched lines impact my total revenue calculation? Unmatched lines still count toward total revenue but remain flagged until properly associated with a track or marked as new. Addressing them ensures accurate splits or payouts.
Can I bulk-approve unmatched lines? Yes, if you’re confident the lines are correct or if they share the same new metadata. However, confirm that bulk actions won’t inadvertently mis-match lines.
Is there a way to undo an approval or match? In most cases, you can re-open a report and modify line statuses if you catch an error. Consult the “Troubleshooting” section or contact support if you need to roll back extensive changes.
Additional Resources
Catalog Management Guide – Learn how to properly structure your metadata for automatic matching.
Revenue Splits and Payouts – Discover how matched lines flow into your payees’ distributions.
Detailed Import Formats & DSP Integrations – Check which DSPs require manual uploads and what formats are supported.
Next Steps and Future Releases
Enhanced Matching Algorithms: Revelator is continually refining matching logic to minimize manual line approvals.
Multi-file Import: Upcoming improvements may allow batch uploads of multiple DSP reports.
Stay Informed: Watch for release notes and newsletters, as the line matching and reprocessing features will keep evolving to improve accuracy and speed.
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