Home Reconciliation How do I filter the Reconciliations list by reconciliation type, period, or user?

How do I filter the Reconciliations list by reconciliation type, period, or user?

Last updated on Aug 27, 2026

Short Answer: Use the 'Reconciliation', 'Period', and 'Run by' dropdowns above the table to narrow results; click 'Reset' to clear filters.

PreRequisites

  1. On the Reconciliations page

Steps

  1. Open the 'Reconciliation' dropdown and select the reconciliation type you want.
    The table updates to show only matching reconciliations.

  2. Open the 'Period' dropdown and choose the desired period.
    The table narrows to reconciliations from that period.

  3. Open the 'Run by' dropdown and select a user to filter by who ran the reconciliation.
    Rows show only reconciliations run by that user.

  4. To remove filters, click 'Reset'.
    All filters clear and the full list or empty state displays.

Troubleshooting

  1. Filters return zero results and show 'No reconciliations found'.
    LikelyCause: Filters are too narrow or exclude existing data.
    Action: Click 'Reset' to clear filters or widen your filter selections.

  2. A filter dropdown doesn't open.
    LikelyCause: Temporary UI issue or page load incomplete.
    Action: Refresh the page and try again.

Note: Filter controls are the three dropdowns labeled 'Reconciliation', 'Period', and 'Run by' with a 'Reset' button to the right.