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splitverde

Troubleshooting · 4 min read

Saved report or CSV export cannot be found

Locate saved reports and understand export and history behavior.

Find the report

Open Reports. Use All reports, Needs review, or filename search. History shows up to 100 recent entries; older saved reports may not appear in that list.

Check that you are in the correct agency workspace and that the reconciliation was actually saved. A calculated preview alone is not a saved report.

Download the right export

From the reconciliation view, use Export discrepancies CSV or Download discrepancies CSV. For a saved report, open it and select Download saved discrepancies CSV.

Discrepancy exports omit Matched rows. If there are no discrepancies, the export may not contain policy rows.

If a report was deleted

Deletion is permanent. Do not assume a deleted report can be restored from SplitVerde. Retain required accounting and compliance records separately.

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