Automating Artist Royalty Reports with NetSuite Customization

Problem Statement

The client approached us with the requirement to generate royalty reports for their artists. These reports were to be based on a predefined format for certain periods. The report had to be flexible enough to handle individual artist reports, batch reports for multiple artists, quarterly reports with monthly totals, and summary reports. Additionally, these reports needed to be saved as PDFs, stored in NetSuite’s file cabinet and sent as a batch email to the corresponding artists’ email addresses, which are maintained on their contact cards.

What We Suggested

To fulfill the needs of the client, we designed an integrated solution using NetSuite’s customization capabilities. The proposed solution involved creating a user interface (UI) that would allow users to select an artist, define the time frame required, and generate the reports accordingly. Some major points of the proposed solution are as under:  

User Interface (UI) for Report Generation:  

Design a UI where users could select an artist of choice and define the period for the royalty report that needs to be generated. The system will allow the generation of single or multiple artist reports as well as have an option for generating a single report of multiple artists.  

A ‘Download Report’ button will generate the report. The user can save the report in PDF format in the NetSuite file cabinet with the ‘Save to file cabinet’ option.  

Quarterly and Summary Reports:  

Options for quarterly reports showing monthly totals, and summary reports listing artist names and corresponding costs. By applying filters such as the name of the artist and date, and clicking the ‘Summary report’ button, the users will be able to generate the Artist’s Summary Report. The monthly report will include the product details of one particular artist while the quarterly report will show the product details of all the artists within the concerned time period.  

Batch Email Functionality:  

After the reports are generated and saved into the file cabinet, users will then have the option to send them out through batch email to different artists using the stored email addresses.  

Challenges

The key challenges faced during the customization included:  

• Ensuring accurate total was reflected for the quarterly and summary report data while generating separate monthly reports. 

• Automating the process to ensure seamless generation, saving, and emailing of reports to multiple artists.  

Customer Success

By implementing our solution, the client achieved several improvements in their business process including: 

• Easy Report Generation: Using our system, the client can now freely make royalty reports for one artist or multiple artists over any time span.  

• Automated Batch Email Functionality: Reports can automatically be sent out through batch email with minimum human interference.  

• Customizable Reporting Options: Users can easily generate different reports such as monthly, quarterly, and summary reports, providing flexibility and saving time.  

• Ability to generate PDF reports for selected artists or multiple artists within the specified period. 
• Automated the generation of quarterly and summary reports. 
• Smooth batch emailing to forward the reports to the artists. 
• Easily saving the generated reports into the NetSuite file cabinet. 

Way Forward

Our customization solution has greatly improved the processes of reporting and artist royalty management. By automating report generation, storage, and email delivery, the client can now handle their artist details with ease. This solution can be adapted and scaled to grow with the ever-expanding business needs as more artists are onboarded.  

Want to streamline your company’s reporting process? Consult with Jobin & Jismi and get proper guidance on how you can implement NetSuite solutions for your specific business needs. Call us now to know more.