How do I view a reconciliation's report and run details?

Short Answer: In the Reconciliations list, find the run and click View report in the Actions column.

PreRequisites

1. You are signed in.

2. You have access to the Reconciliations list.

Steps

1. Open the Reconciliations page and locate the run row you want to inspect.
   Use identifiers like Recon ID, Reconciliation type, or Reconciliation for to find it.

2. In the same row, look at the Actions column and click View report.
   The reconciliation report page opens.

3. Review the report details, including:
   • Matched transactions
   • Unmatched transactions
   • Skipped records
   • Any errors or issues

4. Use the report insights to take action if needed:
   • Identify data issues
   • Fix source files
   • Or run a new reconciliation

Troubleshooting

1. 'View report' is missing or the report does not open.

   Likely Cause:

   • The run is still 'In progress'.
   • Browser pop-ups are blocked.
   • You do not have permission to view reports.

   Action:

   • Wait until the Status changes from 'In progress' to completed.
   • Enable pop-ups for the site.
   • Contact your admin to verify access permissions.

Note: The Actions column in the Reconciliations list contains the View report link for each run.