Use Reconciliation Reports

This topic outlines the process of accessing reconciliation reports within the SourceConnect Management Console. The reports analyze data fetched from the staging area.

1. To access the reconciliation reports, select the icon in the navigation pane and then select Reports. This section displays four reconciliation reports under the Master Data tab.

   

2. Select the report you want to view.
3. If there are multiple staging areas, select the appropriate one from the drop-down menu. If there is only one staging area, the application will use it by default.

   

4. Use the filter icon on the top-right corner of the screen to filter by source system. Click Apply.

   

5. To customize the display and review the required details, you can drag and drop column headers to group by those columns.

   

   

6. To export the data grid:
   1. (Optional) To export specific rows, select the checkboxes next to the rows you want to export.
   2. Select the Export icon.
   3. Select one of the following options:
      • Export all data to Excel - Exports all exception records to Excel format.
      • Export selected rows to Excel - Exports only the rows you selected to Excel format.
      • Export all data to CSV - Exports all exception records to CSV format.
      • Export selected rows to CSV - Exports only the rows you selected to CSV format.

      

7. To copy an existing report, select the ellipses on the report card and select Copy. Enter a name and description for the new report and select Create.

   

   

8. To delete a copied report, select the ellipses on the report card and select Delete. Select Delete in the subsequent confirmation prompt.