Home Customer Reconciliation How do I share this reconciliation report with someone?

How do I share this reconciliation report with someone?

Last updated on Apr 23, 2026

Short Answer: Click the ‘Share’ button in the report header and follow the sharing options.

PreRequisites

  1. Be signed in to CleverBalance

  2. Be on the Customer reconciliation report page

Steps

  1. Click ‘Share’.
    Locate the ‘Share’ button in the report header and click it.

  2. Choose sharing options.
    A dialog or menu will appear—select recipients or configure access as needed.

  3. Complete the sharing action.
    Follow the on-screen prompts to finalize sharing.

Troubleshooting

  1. Clicking ‘Share’ does nothing
    Likely Cause: Browser popup blocker or temporary UI issue
    Action: Enable popups, refresh the page, and try again

Note: The exact sharing options may vary—follow the prompts shown after clicking ‘Share’.