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Overview

The Calendar provides a visual overview of your statement coverage across entities and years. It helps you identify missing statements, track reporting completeness, and audit your royalty data against contract expectations.

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How It Works

The Calendar displays: Click any year card to see detailed statement information and audit status.
Years that fall before an entity’s first contracted year appear dimmed and aren’t clickable. The exception is any year that already has statements — those cards stay fully active and openable, so you never lose access to data you’ve uploaded.

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Which Entities Appear

Entities shown in the Calendar come from your uploaded royalty contracts where:
  1. You are the assignor — your project entity (or one of its aliases) assigned rights to the other party
  2. The contract includes royalty obligations — the assignee (label, distributor, collecting society, etc.) is obligated to pay you royalties or profit shares
This ensures the Calendar only tracks entities that should be sending you statements, based on your contractual relationships.

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Switching Asset Types

Use the dropdown in the header to switch between:

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Year Navigation

Navigate through years using the arrow buttons in the header. The calendar shows 5 years at a time, centered around the current year by default.

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Loading Entities

The Calendar loads entities as you scroll down. If your project has many entities, additional rows appear automatically.

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Entity Sidebar

The sidebar shows each entity with:
  • Entity name — click to open the entity in CRM
  • Contract count — number of royalty contracts linked
  • Asset count — recordings or compositions covered

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Linked Contracts & Assets

Each entity row has a chevron button (▾) on the right. Click it to open a dropdown listing the specific contracts and assets behind that entity’s counts:
  • Contracts — every royalty contract linked to the entity. Click one to open the contract details in a new tab.
  • Recordings or Compositions — the assets covered, matching the asset type selected in the header. Click one to open the asset details in a new tab.
The dropdown only appears when the entity has at least one linked contract or asset. Use it to jump straight from a coverage gap to the underlying contract or catalog item.
The sidebar displays up to 50 entities at a time. If you have more, a Load more button appears at the bottom of the list. Click it to load the next batch. Use the search bar to quickly find a specific entity.

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Statement Details

Click any year card to open a sheet with two tabs. The sheet header summarises how many statements were found alongside the entity’s full contract and asset totals — the same totals shown on the entity’s sidebar card.

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Statements Tab

Shows all statements for that entity/year, grouped by accounting interval: Each statement card displays:
  • Processing status (uploading, processing, ready, warnings, errors)
  • Accounting period (e.g., Q2 2024)
  • Statement type (recording/publishing)
  • File name
  • Content types detected

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Audit Tab

Checks whether you received the expected statements based on your royalty contracts: The audit compares:
  • Expected — what your contracts say you should receive (based on accounting period settings)
  • Received — distinct statements uploaded for each interval

Files

View and manage all uploaded statement files.

Advanced Insights

Analyze revenue across periods.