> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Generating reports

> Generate reconciliation summaries, match details, exception views, and audit trails to monitor outcomes and meet compliance needs.

Matcher includes reporting tools to document reconciliation outcomes, monitor exceptions, and preserve audit evidence for compliance.

## Available reports

***

* **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.

<Tip>API Reference: [Dashboard aggregates](/en/reference/matcher/get-dashboard-aggregates) | [Export matched report](/en/reference/matcher/export-matched-report) | [Export unmatched report](/en/reference/matcher/export-unmatched-report)</Tip>

## Dashboard analytics

***

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

### Source breakdown

View reconciliation performance by source — including match rates, transaction counts, and unmatched amounts:

```bash cURL theme={null}
curl -X GET "https://api.matcher.example.com/v1/reports/contexts/{contextId}/dashboard/source-breakdown?date_from=2025-01-01&date_to=2025-01-31" \
 -H "Authorization: Bearer $TOKEN"
```

<Tip>API Reference: [Get source breakdown](/en/reference/matcher/get-source-breakdown)</Tip>

### Cash impact

Assess the total financial exposure from unmatched transactions, broken down by currency and age:

```bash cURL theme={null}
curl -X GET "https://api.matcher.example.com/v1/reports/contexts/{contextId}/dashboard/cash-impact?date_from=2025-01-01&date_to=2025-01-31" \
 -H "Authorization: Bearer $TOKEN"
```

The response includes `byCurrency` and `byAge` breakdowns to help prioritize resolution efforts.

<Tip>API Reference: [Get cash impact](/en/reference/matcher/get-cash-impact)</Tip>

## 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.

## Quick counts

***

Use count endpoints for lightweight status checks without fetching full result sets:

| Endpoint                                                       | Description                           |
| -------------------------------------------------------------- | ------------------------------------- |
| [Count matches](/en/reference/matcher/count-matches)           | Total matched items in a date range   |
| [Count transactions](/en/reference/matcher/count-transactions) | Total transactions in a date range    |
| [Count exceptions](/en/reference/matcher/count-exceptions)     | Total exceptions in a date range      |
| [Count unmatched](/en/reference/matcher/count-unmatched)       | Total unmatched items in a date range |

```bash cURL theme={null}
curl -X GET "https://api.matcher.example.com/v1/reports/contexts/{contextId}/matches/count?date_from=2025-01-01&date_to=2025-01-31" \
 -H "Authorization: Bearer $TOKEN"
```

#### Response

```json theme={null}
{
  "count": 1542
}
```

## Best practices

***

<AccordionGroup>
  <Accordion title="Schedule daily summaries">
    Automate a daily summary report delivered each morning to keep stakeholders aligned.
  </Accordion>

  <Accordion title="Archive exports for compliance">
    Store reports in secure, durable storage. Financial artifacts often require multi-year retention.
  </Accordion>

  <Accordion title="Use filters to stay actionable">
    Generate targeted reports by date, status, severity, or source—avoid exporting everything by default.
  </Accordion>

  <Accordion title="Make exports self-explanatory">
    Include source names, rule names, and key identifiers so the output can stand alone outside Matcher.
  </Accordion>

  <Accordion title="Monitor report jobs">
    Large reports can fail or stall. Track job status and alert on `FAILED` or prolonged `GENERATING`.
  </Accordion>
</AccordionGroup>

## Next steps

***

<CardGroup cols={2}>
  <Card title="Contexts and Sources" icon="database" href="/en/matcher/configuration/matcher-contexts-and-sources">
    Set up reconciliation contexts and data sources.
  </Card>

  <Card title="Security" icon="shield-halved" href="/en/matcher/reference/matcher-security">
    Learn how access control and data protection work in Matcher.
  </Card>
</CardGroup>