Files Overview

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What are Files?

The Files section is your central repository for all uploaded royalty statements. Here you can view, organize, and manage statement files along with their processing status and metadata.

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List View

The files list displays: You can switch between Table View (default) and Card View from the toolbar. Use filters, sorts, and bulk actions to organize and act on your statements.

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Processing Status

When a statement has Errors or Failed status and error details are available, the status badge is clickable. Click it to open a popover showing each error with the processing step where it occurred and a description of the issue. This helps you understand what went wrong before deciding whether to reprocess the statement.

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Confidence Scores

For processed statements, the Status column shows a confidence score (0–100%) that indicates how well the extraction matched your statement. Use it to spot statements that may need a closer look. Click the score badge to open a breakdown by section (Revenues, Summary, Summary Lines, Costs, Currency, Accounting Period). Each section has its own score and optional notes, so you can see exactly where extraction was confident and where it wasn’t. The Detail Lines section (Revenues) also shows individual sub-scores:

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Content Types

Each statement shows which kinds of data were detected. These appear as badges in the Content column and can be used to filter the list: A statement can contain one or more of these types. Use the File Contents filter to show only statements that include a specific type.

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Individual File Actions

Reprocessing (Retry) and viewing column mappings are available from the statement detail page.

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Related Documentation