Short Answer: Choose 'Use reconciliation data', pick a completed recon with 'Select a completed recon' using 'Search period, recon no, or name', select a 'Data report', then click 'Add data' to load sample rows.
PreRequisites
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Be signed in to Cointab.
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Have at least one completed reconciliation available.
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The completed recon should contain the matching item you want to report on.
Steps
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On the New report page click '+ Add data'.
The 'Add data' modal opens. -
Select 'Use reconciliation data'.
The 'Use reconciliation data' picker opens. -
Click 'Select a completed recon' and use 'Search period, recon no, or name' to find the recon.
A list of completed recons appears for selection, with example rows like 'test 01 · Recon 166 · 2 files · 9 Oct 2026'. -
Choose the recon and then pick a 'Data report' from the 'Select a report' dropdown on the right.
A data report is selected for the matching item. -
Click 'Add data'.
Sample table 'Sample data · first 25 valid rows' loads in the report preview.
Troubleshooting
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No completed recon appears in the list.
LikelyCause: You have no completed reconciliations or the selected recon is not completed.
Action: Complete a reconciliation first, or adjust your search using 'Search period, recon no, or name'. -
'Select a report' is empty after selecting a recon.
LikelyCause: There may be no data report associated with that matching item.
Action: Try choosing a different completed recon or use another data source like 'Upload new data' or 'Use output from another report'. -
Sample shows fewer rows than expected.
LikelyCause: Only valid rows from this completed recon and matching item are shown in preview.
Action: Open the original recon to verify which rows are valid, or run the report to get complete calculations.
Note: The sample table shows the first 25 valid rows. 'Only valid rows from this completed recon and matching item will be used, including Matching Status and Match ID.'