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How To Export or Share Financial Reports In Triad Music

Learn how to navigate the Triad Music dashboard to filter and export detailed venue, show, and commission reports. This guide provides step-by-step instructions for generating customized data files in both Excel and PDF formats.

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Written by Support


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2. Open any client card.

3. Open the Reports section.

4. Click Shows for a shows report

Shows Report

5. Open the Shows report.

6. Open the Date Range field.

7. Select date range

8. Open the Entity field.

9. Select Entity

10. Open the Venue field.

11. Open the Venue options select one or all venues

12. Open the Status field.

13. Select show statuses you want included

14. Open the Export menu.

15. Click "Export to" whatever format you want

Venues Report

16. Click Venues.

17. Open the Date Range field.

18. Select date range

19. Open the Export menu.

20. Export to whatever format you want

Apportionment Report

21. Click Apportionment.

22. Select Accounting Type (Accrual, Cash, Projection)

23. Open the Show Date Range field and select range

24. Open the Entity field and select entity

25. Open the Contract Status field.

26. Select contract statuses you want included

27. Export the apportionment report to Excel.

28. Note: Sharable commissions report links and export functions are found on the commissions tab in the shows area, and not in the reports area.


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