# Perform reconciliation > Perform reconciliation using either reports or the dashboard. You can perform reconciliation in two ways: - [Reconcile using reports](#bQZkg) - [Reconcile using the dashboard](#eGvPL) # Reports This section explains how to obtain reconciliation reports and how to use the reports for reconciliation. ## Obtain reports You can obtain reconciliation reports in the following two ways: - [Download from the SFTP server](#LYsyS): The reconciliation reports downloaded from the SFTP server can be customized according to your requirements. The configured content in the SFTP server cannot be automatically updated when the reconciliation report capability is updated unless otherwise requested. - [Download from Antom Dashboard](#jfNCL): The reconciliation reports downloaded from the dashboard cannot be customized according to your requirements. The reconciliation reports in the dashboard will change when the reconciliation report capability is updated. ### SFTP You can download reconciliation reports from a specific directory in the SFTP server. Antom encodes all the reports in UTF-8 and uploads them to the SFTP server. Reports downloaded from the SFTP server include .csv and .xlsx formats. #### Server login Complete the following steps first before you obtain reconciliation reports from the SFTP server: 1. Contact Antom Merchant Service technical support ([TechnicalService@antom.com](mailto:TechnicalService@antom.com)) to obtain SFTP login credentials and submit the public IP address to access the SFTP server. 2. Log in to the SFTP server using the following information: - Port: 22 - Hostname: isftp.alipay.com - Username and password > **Notes:** > > - SFTP accounts that are not used for 90 days will be disabled. > - Reconciliation reports older than 7 days on the SFTP server might be deleted. If the reconciliation reports are deleted, you can download them from [Antom Dashboard](#jfNCL). > - In the case of no transaction, you can contact Antom Merchant Service technical support ([TechnicalService@antom.com](mailto:TechnicalService@antom.com)) to configure whether to generate reconciliation reports. For the specific download path of the report, see the following report download path section. #### Report download path The download path for all reconciliation reports is report directory + report name. For example, the download path for a settlement details report: `/v1/settlements/102*************234/20221024/settlementItems_USD_202*************234_000.csv`。 ##### Report directory The formats and examples of the download directories for different report types are as follows: | **Report type** | **Report directory format** | **Example** | | --- | --- | --- | | Transaction details report | `/v1/settlements///` | `/v1/settlements/102*************234/20181225` | | Settlement details report | `/v1/settlements///` | `/v1/settlements/102*************234/20181227` | | Settlement summary report | `/v1/settlements///` | `/v1/settlements/102*************234/20181227` | Table 1. Download directories for different reports The concepts in the report directory format are explained as follows: - **merchantIdByAcquirer**: the identity assigned by Antom for merchants - **transactionDate**: the date of the transaction - **settlementDate**: the day when Antom settles with merchants ##### Report name The default report names and formats for different reports are as follows. You can also contact Antom Merchant Service technical support ([TechnicalService@antom.com](mailto:TechnicalService@antom.com)) to customize the report name. | **Report type** | **Default report name format** | **Example** | | --- | --- | --- | | Transaction details report | `transactionItems__000.csv` | `transactionItems_20181225_000.csv` | | Settlement details report | `settlementItems___000.csv` | `settlementItems_USD_202*************234_000.csv` | | Settlement summary report | `settlementSummary___000.csv` | `settlementSummary_USD_202*************234_000.csv` | Table 2. Default report names for different reports The concepts in the report name format are explained as follows: - **transactionDate**: the date of the transaction. - **settlementCurrency**: the settlement currency specified in the contract. The currency is the same as the settlement currency in the settlement report. - **settlementBatchId**: the settlement batch ID that corresponds to the settlement batch ID in the reports. ### Antom Dashboard To obtain real-time reconciliation reports or reconciliation reports for specific batches through [Antom Dashboard](https://dashboard.alipay.com/global-payments/account/login?goto=https%3A%2F%2Fdashboard.alipay.com%2Fglobal-payments%2Fhome), complete the following steps: 1. Log in to Antom Dashboard and find the Transaction module. For specific operations, see [Transaction](https://docs.antom.com/ac/merchant_service/transactions.md). 2. Download different types of reports: - [Transaction details reports](https://docs.antom.com/ac/merchant_service/transactions.md#MS62k) - [Settlement reports](https://docs.antom.com/ac/merchant_service/settlements.md#WeUoP) ## Reconcile using reports You can use the following three financial reports to perform different reconciliation tasks: | **Report type** | **Task** | | --- | --- | | Transaction details report | - Compare successful transactions displayed in the report with those recorded by you to ensure consistency. - Check transaction details for each transaction day, including all payment and refund records, and confirm payment and refund funds. | | Settlement summary report | - View all settlement summary data for each settlement batch. - Reconcile with the settlement details report to compare for any issues or discrepancies. | | Settlement details report | - View specific settlement details for each transaction within a settlement batch. - Calculate the total settlement amount based on each specific transaction and reconcile the funds with the settlement summary report. | Table 3. Reports and tasks # Dashboard In addition to downloading reconciliation reports through [Antom Dashboard](https://dashboard.alipay.com/global-payments/account/login?goto=https%3A%2F%2Fdashboard.alipay.com%2Fglobal-payments%2Fhome), you can also use the following functions in the **Billing** module of the dashboard to assist you with reconciliation: - Search for real-time transaction and settlement information - Viewing your settlement contract information and settlement calendar - View the balance information - Download service fee invoices For more operation details about the Transaction module in the dashboard, see [Transaction](https://docs.antom.com/ac/merchant_service/transactions.md).