Home Reconciliation How do I download the reconciliation report?

How do I download the reconciliation report?

Last updated on Aug 27, 2026

Short Answer: Click the 'Download report' button in the top-right of the report page to export the reconciliation report.

PreRequisites

  1. You are on the report page and the reconciliation run has completed

Steps

  1. Locate and click 'Download report' in the report header.
    Browser prompts to download the report file.

  2. Save the downloaded file to your device.
    File saved locally for review or sharing.

  3. If a modal e.g., 'Share this report' is open, close it and try 'Download report' again.
    Download proceeds without overlays blocking the UI.

  4. If the downloaded file appears incomplete, ensure the reconciliation run finished and no filters are applied, then download again.
    Downloaded report contains full results.

Troubleshooting

  1. Clicking 'Download report' does nothing.
    LikelyCause: An overlay/modal is blocking the header or a temporary UI issue.
    Action: Close any open modal for example 'Share this report', reload the page and click 'Download report' again.

  2. Downloaded report missing transactions.
    LikelyCause: Reconciliation not completed or filters applied.
    Action: Wait for the run to finish and remove any filters + Add filter before downloading.

Note: Download is available from the report header at any time after results are produced.