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Reports turn a reconciliation run into something you can act on and hand to auditors: how much matched, what’s still open, how much money is exposed, and who did what. Operations teams use them to work the day’s queue; finance and compliance use them to close the books and prove control.

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Available reports

Each report answers a different question:
  • Reconciliation summary: A high-level snapshot of match rates, exception volume, and total variances.
  • Match detail report: A complete list of matches, including transaction details, confidence scores, and variance breakdowns.
  • Exception report: A focused view of unresolved exceptions with aging, severity, and resolution status.
  • Audit trail report: A chronological record of reconciliation activity for investigation and compliance.
Use the reporting dashboard endpoints to access reconciliation metrics and export data.
API Reference:

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Dashboard analytics

The reporting dashboard provides real-time reconciliation metrics for any context and date range.

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Dashboard aggregates

Use the combined dashboard aggregates endpoint for a single call that returns volume, match-rate, and SLA statistics for a context:
cURL
GET /v1/reports/contexts/{contextId}/dashboard accepts date_from, date_to, and an optional source_id filter, and returns a DashboardAggregatesResponse: More granular dashboard slices are available under /v1/reports/contexts/{contextId}/dashboard/* (for example metrics, match-rate, sla, volume, source-breakdown, and cash-impact).
There is no bare GET /v1/reports/contexts/{contextId} endpoint. Report data is served through the typed sub-paths under /v1/reports/contexts/{contextId}/... — for example dashboard, summary, matched, unmatched, and variance (each with an /export variant).
API Reference: Get dashboard aggregates

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Source breakdown

View reconciliation performance by source — including match rates, transaction counts, and unmatched amounts:
cURL
API Reference: Get source breakdown

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Cash impact

Assess the total financial exposure from unmatched transactions, broken down by currency and age:
cURL
The response includes byCurrency and byAge breakdowns to help prioritize resolution efforts.
API Reference: Get cash impact

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Pagination

The matched, unmatched, and variance report endpoints use cursor-based pagination. Pass the cursor value from a previous response to retrieve the next page of results. If an invalid cursor value is provided, the API returns a 400 Bad Request error with a message indicating the pagination parameters are invalid. Previous versions returned a 500 error in this case.

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Quick counts

Use count endpoints for lightweight status checks without fetching full result sets:
cURL
Each count endpoint returns a single count value — ideal for lightweight dashboards or health checks that don’t need the full result set.

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Best practices

Automate a daily summary report delivered each morning to keep stakeholders aligned.
Store reports in secure, durable storage. Financial artifacts often require multi-year retention.
Generate targeted reports by date, status, severity, or source—avoid exporting everything by default.
Include source names, rule names, and key identifiers so the output can stand alone outside Matcher.
Large reports can fail or stall. Track job status and alert on FAILED or prolonged GENERATING.

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Next steps

Contexts and Sources

Set up reconciliation contexts and data sources.

Security

Learn how access control and data protection work in Matcher.