Home 3-way Reconciliation How do I edit or delete a report I've already added?

How do I edit or delete a report I've already added?

Last updated on Aug 31, 2026

Short Answer: Click the pencil icon on the report tile to edit its configuration or the trash icon to delete the report from the side.

PreRequisites

  1. Report already appears as a tile under a side on the 'Copy reconciliation' page

Steps

  1. Locate the report tile under the desired side. The tile shows a document icon and sample row count.
    You clearly see the report tile with edit pencil and delete trash icons.

  2. To edit, click the pencil icon to open 'Configure file' and update Header row, Amount, Reference / Identifier, etc.
    'Configure file' modal opens for editing mappings.

  3. To delete the report, click the trash icon on the tile and confirm the removal if prompted.
    Report tile is removed from the side.

Troubleshooting

  1. Can't find the pencil or trash icon on the tile.
    LikelyCause: You may not have hover or edit state — icons can be less visible until hovered.
    Action: Hover over the report tile and look for the pencil and trash icons in the tile's top-right corner.

Note: Editing opens the same 'Configure file' modal used when first adding a report.