Home Reconciliation How do I add a new report to Side A or Side B?

How do I add a new report to Side A or Side B?

Last updated on Sep 10, 2026

Short Answer: Click '+ Add report' at the bottom of the Side A or Side B column, then name the report and add files using the '+ Add more files' link.

PreRequisites

  1. Open the 'Copy reconciliation' page.

  2. Permission to modify reports.

Steps

  1. Scroll to the bottom of the side column where you want to add the report Side A or Side B.
    You can see the '+ Add report' control.

  2. Click '+ Add report'.
    A new report card appears in that side.

  3. Enter the report name in the report card's name field similar to the 'Amazon' or 'Books' field shown.
    The new report card displays the entered name.

  4. Click '+ Add more files to [Report name]' to attach files to the new report.
    Files are attached to the new report card.

Troubleshooting

  1. Cannot see '+ Add report'.
    LikelyCause: You may not have permissions or the page is scrolled elsewhere.
    Action: Scroll to the bottom of the side column, refresh the page, or check your permissions with an admin.

Note: After adding a report, confirm its files are correct before clicking 'Run reconciliation'.