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Create a reconciliation report

Reconciliation reports can be scheduled monthly and generated manually, but only once per month. If both options are used, two reports will be available each month: one scheduled and one manual.

Important

Import target system data to be used as entitlement(s) and Add, edit, or remove a system before starting to create reconciliation reports.

Schedule a report
  1. Click the provisioning.png Provisioning icon to go to the Provisioning dashboard.

  2. Go to Business > Reconciliation.

  3. Open the Configuration tab.

  4. Enable the Schedule monthly report setting.

    Recon_Configuration_System_Configuration.png

The first monthly report is generated one month after the setting is enabled.

A time cannot be set. On the day the report is scheduled you will be able to see the time it is set to run.

Important

If generating the scheduled report fails for any reason, it will automatically be retried three times.

Manually generate a report
  1. Click the provisioning.png Provisioning icon to go to the Provisioning dashboard.

  2. Go to Business > Reconciliation.

  3. Click the Create report button.