How do I include or exclude records from reconciliation?

Short Answer: Open the report's 'View format' modal and use 'Records to include' > toggle 'Include all records' to include every row or apply conditions to include only some rows.

PreRequisites

1. Open 'View format' for the report you want to control

Steps

1. On the New reconciliation page click 'View format' for the target report.
   'Expected data format' modal opens.

2. Scroll to the 'Records to include' section on the right.
   You see the toggle 'Include all records' and explanatory text.

3. Turn the 'Include all records' toggle On to include every row or Off to apply conditions.
   The selection is set and will be used when you run reconciliation.

Troubleshooting

1. Some expected rows are missing from reconciliation results.
   LikelyCause: 'Include all records' is turned Off or the inclusion conditions exclude rows.
   Action: Open 'View format', turn 'Include all records' On if appropriate, verify header row and mappings, then re-run reconciliation.

Note: 'Include all records' is useful when you want every row in the file considered for matching; when Off only rows meeting the conditions appear.