Custom Report - Reconciliation Status
Summary:
We’re customizing our reconciliation status report and want it to include additional transaction metrics. The current report pulls columns like Account ID, Name, Match Type ID, Match Type Name, Unmatched Transactions, Supported Transactions, and Open Adjustments.
We’d like to add three new columns:
- Matched Transactions (count)
- Total Transactions (count)
- Match Percentage (Matched transactions to total transactions)
The current query references the TM_MASTER_STATISTIC_MMP
table and filters with STATUS = 1
to get unmatched transactions.
Has anyone worked with this table or the reconciliation status query and can suggest how to reliably pull counts for matched transactions and total transactions?
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