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

Short Answer: Open the report's three-dot menu and choose 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report' from the menu.

PreRequisites

1. Open the specific Bank Reconciliation report page.

Steps

1. On the Bank Reconciliation report page click the three-dot ellipsis menu in the top-right area.
   A drop-down menu appears.

2. From the menu choose 'Share', 'Copy reconciliation', 'Delete records', or 'Delete report' as needed.
   The selected action starts share/copy/delete.

3. For copy, click 'Copy reconciliation' to duplicate the report. For delete, click 'Delete report' shown in red to remove the report.
   Copy creates a duplicate; delete begins removal of the report. Confirm dialogs may appear.

4. If a confirmation dialog appears, follow prompts to confirm or cancel the action.
   Action completes or is cancelled as requested.

Troubleshooting

1. Menu actions are not present or grayed out.
   LikelyCause: You may not have permission to perform that action or you are not on the full report page.
   Action: Verify you are viewing the report; if actions still missing contact your account admin.

Note: The menu shows 'Delete report' in red to indicate a destructive action. Confirm before deleting.