How do I view an existing reconciliation report?

Short Answer: On Home, under the Reconciliation card’s Reconciliations list, click the blue "View report" link next to the reconciliation name.

PreRequisites

1. Be signed in to your CleverBalance account.

2. At least one reconciliation exists (Home shows a Reconciliations list).

Steps

1. Open the Home page and locate the Reconciliation card (title "Reconciliation").
   You will see the Reconciliations section with reconciliation names and Last run dates.

2. Find the reconciliation you want to view (example names: Kotak111, HDFC, ICICI).
   Identify the item using its name and Last run date.

3. Click the blue "View report" link to the right of the reconciliation name.
   The reconciliation report page opens.

4. If you need to see more reconciliations, click the "View all" button at the bottom of the card.
   The full list of reconciliations opens.

Troubleshooting

1. There is no "View report" link next to an entry.

   Likely Cause: The page may show "New reconciliation" if none exist yet, or the reconciliation is still processing.

   Action: If you see "New reconciliation", create one; otherwise refresh the page or click "View all" to check the reconciliation status.

2. Clicking "View report" opens a blank page or error.

   Likely Cause: Temporary network/server issue or permission problem.

   Action: Refresh the page, check your internet connection, try again later, and capture a screenshot if the error continues.