Home Reconciliation How do I open a reconciliation's report?

How do I open a reconciliation's report?

Last updated on Aug 27, 2026

Short Answer: Find the reconciliation row and click 'View report' in the Actions column to open that reconciliation's report.

PreRequisites

  1. Be signed in

  2. At least one reconciliation exists in the list

Steps

  1. On the Reconciliations page locate the reconciliation you want use Recon ID, Reconciliation, Period, Run by to identify it.
    The desired reconciliation row is visible.

  2. In the same row, click 'View report' under the Actions column.
    The report for that reconciliation opens report screen not shown here.

  3. If you can't find the row, use the filters 'Reconciliation', 'Period', 'Run by' or pagination to locate it.
    You locate the reconciliation and can open its report.

Troubleshooting

  1. 'View report' is not visible for a row.
    LikelyCause: The reconciliation may not have produced a report yet or you lack permission to view it.
    Action: Check the 'Status' column for progress; if it is 'Completed' and you still can't view it, contact your admin.

  2. Clicking 'View report' does not open anything.
    LikelyCause: Temporary UI or network error.
    Action: Refresh the page and try again; check browser pop-up blockers if the report opens in a new window.

Note: The 'View report' action is shown in the Actions column as 'View report >'.