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Three screens in the Reporting group of the Matcher module in Lerian Console show reconciliation figures. The Portfolio screen compares all your contexts. The Reports screen shows the reports for one context. The Exports screen writes a report to a file that you can download.

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Portfolio

Navigate to Reporting → Portfolio. The page shows reconciliation health for all contexts in one table, with one row for each context. This page does not use the Active context. Use Last 7 days, Last 30 days, or Last 90 days to set the window. The default is Last 90 days. Click a column header to sort the table. The table opens sorted by Backlog, with the highest value first. A row of totals above the table shows the number of contexts, Match rate, Backlog, Overdue, and the Unmatched amount for each currency. The totals include only the contexts that loaded. If a context does not load, its row shows Failed and a Retry button. Click Retry failed to load all failed contexts again.

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Reports

Navigate to Reporting → Reports. The page shows the reports for the Active context that you select in the Matcher sidebar.

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Report window

Set Date from and Date to, then click Apply filters. The default window starts 30 days before today (UTC) and ends today. The window can include at most 90 days. The Window chip shows the dates that the reports use.

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Report types

Select a tab to choose the report: The Variance report columns have these meanings:
  • Expected: the fee total that the fee schedule calculates.
  • Actual: the fee total that Matcher found.
  • Net variance: Actual minus Expected.
  • Adjusted: the adjustments recorded against the fee variances of the row.
  • Outstanding: the part of the variance that no adjustment explains.
The Variance, Matched, and Unmatched reports show 25 rows on each page. Use Previous and Next to move between pages.

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Exports

Navigate to Reporting → Exports. The page lists all export jobs. An export job writes a report to a file in the background. Use the Context filter to show the jobs of one context. The default is All contexts. While a job is Queued or Running, the list refreshes every two seconds and shows a Live badge. After five minutes, the automatic refresh stops. Click Recheck status to start it again. The jobs continue to run in the background.

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Creating an export

  1. Click New export. The Create export job sheet opens for the context in the Context filter. If the filter shows All contexts, the sheet uses the Active context.
  2. Fill in the fields:
  3. Click Create export. The new job appears in the list with the Queued status.

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Job actions