Home Credit Card Reconciliation How do I share this reconciliation report?

How do I share this reconciliation report?

Last updated on Apr 29, 2026

Short Answer: Click the 'Share' button at the top of the report to open the sharing options.

PreRequisites

  1. Open the reconciliation report

  2. Have permission to share reports

Steps

  1. Locate and click the 'Share' button near the top left of the report.
    A sharing dialog or options open (copy link, invite user, etc.).

  2. Follow the prompts in the sharing dialog to share the report (copy link or send access).
    Report is shared according to the options you chose.

Troubleshooting

  1. No share dialog appears after clicking 'Share'.
    LikelyCause: Browser blocked a pop-up or you lack sharing permission.
    Action: Allow pop-ups for the site and confirm your permissions, then click 'Share' again.

Note: Sharing options are shown after clicking 'Share' — available options depend on your permissions and system settings.