How do I download the bank reconciliation report?

Short Answer: Open the reconciliation report and click the Download report button to download the file to your browser.

PreRequisites

1. You can view the reconciliation report page (look for Recon ID in the top-right).

2. If the report is Private, you must have access or be signed in.

Steps

1. Open the reconciliation report page.
   You will see the report title (e.g., Bank reconciliation report) and the top action bar.

2. Click the Download report button in the top action bar.
   Your browser begins downloading the reconciliation report file.

3. If you are using a public link, click Download report on the public report page.
   The download starts without requiring sign-in for public reports.

4. If the download does not start, check the report access settings or ensure you are signed in (if required).
   You can verify this from the Share dialog.

Troubleshooting

1. Clicking 'Download report' does nothing or no file is downloaded.

   Likely Cause:

   • You do not have access because the report is Private.
   • The reconciliation is still processing.

   Action:

   • Open the Share dialog and check Report access.
   • Sign in if required.
   • Wait until processing messages (e.g., 'Books file processed (X transactions)') are complete, then try again.

2. Recipients cannot open or use a downloaded public report link.

   Likely Cause:

   • The report is set to Private, not Public.

   Action:

   • Open 'Share this report' and set Report access to Public, or ask an Owner/Admin to do so.
   • Use Copy link to share the correct public link.

Note: In the Share dialog, Public reports display 'Anyone with the link can view. No login required.'.