Home Customer Reconciliation How do I filter reconciliations by the person who ran them (Run by)?

How do I filter reconciliations by the person who ran them (Run by)?

Last updated on Apr 23, 2026

Short Answer: Open the ‘Run by’ dropdown and select a user to view reconciliations run by them.

PreRequisites

  1. Be on the Reconciliations page

  2. Be signed in to CleverBalance

Steps

  1. Locate the filter.
    Find the ‘Run by’ dropdown in the filter section.

  2. Open the dropdown.
    Click on ‘Run by’ to view the list of users.

  3. Select a user.
    Choose the person whose reconciliations you want to see.
    The page will update to show matching results.

Troubleshooting

  1. Expected user is not visible in the dropdown
    Likely Cause: Limited visibility based on roles or team access
    Action: Try setting ‘Reconciliation for’ to ‘All reconciliations’ or contact your admin

  2. No results after selecting a user
    Likely Cause: No reconciliations match the selected user and current filters
    Action: Clear or adjust other filters and try again

Note: Filters work together—adjust multiple filters like Reconciliation type or Reconciliation for to refine or broaden results.