Short Answer: 'Include all records' toggled ON means every row is included; if OFF, only rows that meet the defined conditions are included and others appear as 'Excluded by rule'.
PreRequisites
- Open the report's 'Expected data format' modal
Steps
-
Open 'View format' for the report.
'Expected data format' modal opens. -
Scroll to the 'Records to include' section in the right panel and read the description.
You see: 'Only records that meet these conditions will be included in reconciliation. Others will appear in Skipped as "Excluded by rule"'. -
Toggle 'Include all records' ON to include every row or OFF to limit rows to matching conditions.
Toggle state changes to include or exclude records. -
Close the modal when done.
Your selection is applied to reconciliation.
Troubleshooting
- Some rows expected in reconciliation are missing.
LikelyCause: 'Include all records' is turned OFF or exclusion conditions are filtering them.
Action: Open 'View format' and turn ON 'Include all records' or review the conditions that exclude rows.
Note: The exact explanatory text is shown in the modal as quoted above.