Account Reconciliation Manager Views

You can use List views or the Dashboard view to present records for on screen viewing and to provide drill-down capabilities to record details.

• Profile List View—For Administrators and Power Users. Lists profiles and provides drilldown to the Profile dialog box.

• Reconciliation List View—Lists Contains reconciliations and enables drill-down to the Reconciliation dialog box.

• Transaction List View—Lists transactions and provides drill-down to the Reconciliation dialog box, with the focus on the Transaction Detail tab.

List views provide these reporting features:

• You can add, remove, and reorder columns.

• You can apply filters to limit the number of records in the list.

• You can print and export list views to Excel for ad-hoc reporting.

  Note: If exporting transactions from a list view, there is a max limit of 65534 export rows. For performance reasons, use custom reports if you want to download more data than this at once.