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View Interactive 6 AM Report
When to use it
Use this guide when you need to view Interactive 6 AM Report.
Before you start
- Open Reconciliations from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
You can review balances and transactions from 6 AM on the previous day to 6 AM on the selected day in the report.
Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.
Steps
- Open Reports → Reconciliations and find Interactive 6 AM Report.
- Select View & Download and wait for the report to load.
- Check the dates and any filters shown inside the report. Adjust them to the period and records you need.
- Review balances and transactions from 6 AM on the previous day to 6 AM on the selected day. Where the report provides an export option, choose it and check the downloaded file against the filters shown.
Screenshot to add: Reconciliations: view interactive 6 am report. Capture filename: images/view-interactive-6-am-report.png.
Restrictions
Report access depends on your account and the report being available. Export formats and filters depend on the report itself. Do not treat an empty or failed report as proof that no activity occurred.
Troubleshooting
| What you see | What to do |
|---|---|
| The report is empty or will not load | Confirm the title is Interactive 6 AM Report, then check the displayed 6 AM-to-6 AM period and any filters actually shown in the report. Remove unintended selections where offered and reload. An empty or failed report is not proof that no activity occurred; give the administrator its title and error if loading still fails. |
| Figures do not match the records | Compare the report with stock balances and transactions covering that same daily window, using the same scope and units. Ask the record owner to investigate or correct the source through its action guide. Refresh the report afterward and check the same references again. |
| An outdated or incorrectly filtered export was shared | Where export is available, check the current report scope, download a new copy and verify its dates, rows, columns and totals. Replace the earlier copy and tell recipients which version to use; a source correction does not update a saved file. |