# Report generation

Source: https://developer.avalara.com/transaction-reconciliation/eag7708295416147/

# Report generation

Example AI-generated reconciliation report for Q3, including key metrics, discrepancies, tax impact, and download options.

This example demonstrates how the AI assistant generates a structured reconciliation report with downloadable formats for review and recordkeeping.

## Scenario: Generating a reconciliation report

**User:**

```
 "Generate a reconciliation report for Q3 that I can download"
```

**AI Response:**

I'll generate a comprehensive Q3 2025 reconciliation report.

Processing...

-   July 2025: 4,892 transactions analyzed

-   August 2025: 5,234 transactions analyzed

-   September 2025: 5,102 transactions analyzed

**Analysis complete.**

Q3 2025 Reconciliation summary:

Metric

Value

Total ERP Transactions

15,228

Total AvaTax Transactions

15,241

Fully Matched

15,189 (99.7%)

**Discrepancies by category**

Category

Count

Missing from AvaTax

23

Missing from ERP

36

Amount Mismatches

14

Marketplace Duplicates

8

Return Mismatches

6

**Estimated Tax Impact**:

-   Underreported (missing from AvaTax): $1,247.50

-   Overreported (missing from ERP): $892.30

-   Marketplace duplicates: $412.38

-   Net Variance: -$57.18

**Download options**:

-   \[Summary Report (PDF)\] - Executive overview with charts

-   \[Detailed Report (Excel)\] - All discrepancies with transaction details

-   \[Exception List (CSV)\] - Just the mismatched transactions for import