> ## 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. # Reports and exports > Compare reconciliation health across contexts, read the variance, matched, unmatched, and summary reports, and export report files in CSV, JSON, or XML. 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. ## 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**. | Column | Description | | - | - | | **Context** | The context name. Click it to open the context | | **Match rate** | The percentage of the context's transactions that matched in the window | | **Backlog** | The number of unmatched transactions | | **Cash exposure** | The unmatched amount. If a context has amounts in more than one currency, the cell shows the number of currencies. Hover over the cell to see each amount | | **SLA** | The SLA compliance rate of the context's exceptions | | **Overdue** | The number of open exceptions that are past their SLA | 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. ## Reports *** Navigate to **Reporting → Reports**. The page shows the reports for the **Active context** that you select in the Matcher sidebar. ### 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. ### Report types Select a tab to choose the report: | Tab | Content | | - | - | | **Variance** | Fee totals for each source, fee schedule, and currency. Columns: **Source**, **Fee schedule**, **Expected**, **Actual**, **Net variance**, **Adjusted**, **Outstanding**, and **Variance %** | | **Matched** | The matched transactions. Columns: **Transaction**, **Match group**, **Source**, **Amount**, and **Date** | | **Unmatched** | The unmatched transactions. Columns: **Transaction**, **Source**, **Amount**, and **Date** | | **Summary** | Five totals: **Matched records**, **Unmatched records**, **Total amount**, **Matched amount**, and **Unmatched amount** | 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. ## 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**. | Column | Description | | - | - | | **File** | The name of the export file | | **Context** | The context of the job | | **Report type** | **Matched**, **Unmatched**, **Variance**, or **Exceptions** | | **Format** | `CSV`, `JSON`, or `XML` | | **Status** | **Queued**, **Running**, **Succeeded**, **Failed**, **Expired**, or **Canceled**. A failed job also shows the error | | **Records** | The number of records written to the file | | **Created** | The date and time of the job creation | | **Finished at** | When the job ended | | **Actions** | The action for the job status | 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. ### 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: | Field | Description | | - | - | | **Report type** | **Matched**, **Unmatched**, **Variance**, or **Exceptions**. The default is **Matched** | | **Format** | `CSV`, `JSON`, or `XML`. The default is `CSV` | | **Date from** and **Date to** | The window of the export. The default window starts 30 days before today. The dates can be at most 365 days apart | | **Source** | **All sources**, or one source of the context | 3. Click **Create export**. The new job appears in the list with the **Queued** status. ### Job actions | Status | Action | | - | - | | **Succeeded** | Click **Download** to open the file in a new tab. The row then shows the SHA-256 digest of the file. You can copy the digest and compare it with the digest of the downloaded file | | **Queued** or **Running** | Click **Cancel** to stop the job | | **Failed** or **Expired** | Click **Retry** to create a new job with the same report type and format. The new job uses the default 30-day window, not the original dates | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.