To create a lifecount reconciliation, do the following:

• Open the Plan Document: if the Plan Document is not already opened, select File and then select Open - Plan Document to open the Plan Document for which you want to run the snapshot.
• Open the Lifecount Reconcliation Screen: select Lifecount Recon from the Valuation Tab to open the Lifecount Reconciliation screen.
• Create the Reconcliation Report: select the Start Date and Stop Date as the two valuations between which you are reconciling and the press OK. Note that to also view the results in Excel, you should check the box View Results in Excel.
• Review/Print the Report: review the lifecount reconciliation report and if the results look correct, print the results for additional checking.