Home Intercompany Reconciliation How do I download, share, copy, or delete a reconciliation report?

How do I download, share, copy, or delete a reconciliation report?

Last updated on Sep 08, 2026

Short Answer: Use the top-right buttons: click 'Download report' to download; open the three-dot menu to 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report'.

PreRequisites

  1. Reconciliation report page open

  2. Appropriate permissions to perform report actions

Steps

  1. Open the reconciliation report e.g., 'X Company recon'.
    Report header and action buttons are visible.

  2. To download the report, click 'Download report' green button, top-right.
    Report is downloaded to your device.

  3. To access other actions, click the three-dot menu to reveal 'Share', 'Copy reconciliation', 'Delete records', 'Delete report'.
    Dropdown menu with these options appears.

  4. Select the desired action from the menu 'Share', 'Copy reconciliation', 'Delete records', 'Delete report'.
    Selected action executes subject to permissions.

Troubleshooting

  1. An action download/share/delete is not available or fails.
    LikelyCause: Insufficient permissions or the report is locked.
    Action: Confirm your permissions and try again or contact your admin to perform the action.

Note: The screens do not show subsequent confirmation dialogs for delete/share; follow on-screen prompts if they appear.