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

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

PreRequisites

1. You are on the reconciliation results page Customer reconciliation.

Steps

1. To download the report, click 'Download report' top right.
   The report download starts or a save dialog appears.

2. To see more actions, click the three-dot menu in the top-right area of the page.
   The menu opens showing options such as 'Share', 'Copy reconciliation', 'Delete records', and 'Delete report'.

3. Choose the action you need: 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report'.
   The chosen action executes or a related dialog opens.

4. If performing a destructive action e.g., 'Delete report' or 'Delete records', confirm you intend to proceed before selecting the option.
   You avoid accidental deletion of data.

Troubleshooting

1. 'Download report' does not start.
   LikelyCause: Browser pop-up/download blocked or slow network.
   Action: Check browser download/pop-up settings, allow downloads for the site, refresh and try 'Download report' again.

2. Menu options not visible after clicking the three-dot menu.
   LikelyCause: UI overlay issue or focus lost.
   Action: Click again or refresh the page; try a different browser if the issue persists.

Note: 'Delete report' is shown in red in the menu to indicate a destructive action.