Home Vendor Reconciliation How do I download, share, copy or delete the reconciliation report?

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

Last updated on Sep 08, 2026

Short Answer: Use the 'Download report' button to export; click the three-dot menu to 'Share', 'Copy reconciliation', 'Delete records' or 'Delete report'.

PreRequisites

  1. Open the Vendor Reconciliation report

  2. Have required permissions for share/copy/delete actions

Steps

  1. Open the Vendor Reconciliation report.
    Report header and action buttons are visible.

  2. To download the report click 'Download report'.
    A report file is generated for download.

  3. To access other actions click the three-dot menu and choose 'Share', 'Copy reconciliation', 'Delete records' or 'Delete report'.
    The chosen action executes or opens a confirmation as required.

Troubleshooting

  1. I can't delete or copy the report.
    LikelyCause: You lack the required permissions to modify or delete the report.
    Action: Contact your administrator or report owner to get the needed access.

  2. Download doesn't start or file is corrupt.
    LikelyCause: Browser download settings or network interruption.
    Action: Check browser download settings, try another browser, or retry the download.

Note: The three-dot menu lists: 'Share', 'Copy reconciliation', 'Delete records' and 'Delete report'. 'Delete report' is shown in red.