Short Answer: On the reconciliation results page click 'Download report' to download. Use the three-dot menu to 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report'.
PreRequisites
- Be on the reconciliation results page
Steps
-
On the results page click the 'Download report' button near the top-right.
A reconciliation report file is downloaded. -
Click the three-dot menu kebab next to 'Download report' and choose 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report' as needed.
The chosen action share, copy, or delete is performed or a confirmation appears.
Troubleshooting
- Menu items not visible.
LikelyCause: Your account role may not have permission to perform that action.
Action: Check with your admin or use available actions such as 'Download report'; if you need access to other actions request permissions.
Note: The 'Delete report' option is shown in red — confirm before using it.