Short Answer: Click the three-dot menu near 'Download report' to open options: 'Share', 'Copy reconciliation', 'Delete records' and 'Delete report'. 'Delete report' is shown in red.
PreRequisites
- Be on the reconciliation results page
Steps
-
On the results page locate and click the three-dot menu ellipsis near 'Download report'.
Menu expands showing options. -
Select the desired action: 'Share', 'Copy reconciliation', 'Delete records' or 'Delete report'.
The chosen action executes or a follow-up prompt appears. -
If selecting 'Delete report', note the red styling and follow any confirmation prompts shown.
Deletion proceeds after confirmation if required.
Troubleshooting
- Menu actions fail to run or are missing.
LikelyCause: You may lack the required privileges to perform that action.
Action: Verify your account permissions and try again, or ask the account admin for access if needed.
Note: The presence and effect of each action share/copy/delete may depend on your account permissions or system behavior not shown in the screenshots.