How can I share, copy, or delete a reconciliation or delete records?

Short Answer: Open the report, click the overflow menu and choose 'Share', 'Copy reconciliation', 'Delete records' or the red 'Delete report' option; confirm any destructive action.

PreRequisites

1. Reconciliation report open

2. You have permission to perform the chosen action

Steps

1. Open the reconciliation report Amazon MTR Report vs Disbursement Report.
   Report header and action buttons visible.

2. Click the overflow menu to reveal options. The menu shows 'Share', 'Copy reconciliation', 'Delete records', 'Delete report'.
   Menu with those actions is displayed.

3. Select the action you need: 'Share' to share, 'Copy reconciliation' to duplicate, 'Delete records' to remove rows, or 'Delete report' to remove the report.
   The selected action triggers the app flow share dialog, copy, or a confirmation.

4. If prompted, confirm the action in the confirmation dialog.
   Action completes or is canceled based on confirmation.

Troubleshooting

1. I can't see the 'Delete report' or other options.
   LikelyCause: Your account lacks the required permission.
   Action: Contact an account admin to perform the action or to grant you permission.

Note: 'Delete report' is shown in red—ensure you want to delete before confirming.