diff --git a/jobs/notebook-report/config.py b/jobs/notebook-report/config.py
index 4ed8a3483..63236af41 100644
--- a/jobs/notebook-report/config.py
+++ b/jobs/notebook-report/config.py
@@ -35,6 +35,8 @@ class Config(object):
     NOTEBOOK_SERVICE_ACCOUNT_ID = os.getenv("NOTEBOOK_SERVICE_ACCOUNT_ID", "")
     NOTEBOOK_SERVICE_ACCOUNT_SECRET = os.getenv("NOTEBOOK_SERVICE_ACCOUNT_SECRET", "")
     JWT_OIDC_ISSUER = os.getenv("JWT_OIDC_ISSUER", "")
+    # Used for local dev runs.
+    DISABLE_EMAIL = os.getenv("DISABLE_EMAIL", 'false').lower() == 'true'
 
     PAY_USER = os.getenv("PAY_USER", "")
     PAY_PASSWORD = os.getenv("PAY_PASSWORD", "")
diff --git a/jobs/notebook-report/monthly/reconciliation_summary.ipynb b/jobs/notebook-report/monthly/reconciliation_summary.ipynb
index a482b57ec..98cec2a59 100644
--- a/jobs/notebook-report/monthly/reconciliation_summary.ipynb
+++ b/jobs/notebook-report/monthly/reconciliation_summary.ipynb
@@ -200,20 +200,26 @@
    "source": [
     "%%sql monthly_reconciliation_summary  <<\n",
     "SELECT\n",
-    "    id as transaction_id,\n",
+    "    i.id as transaction_id,\n",
     "    (created_on AT TIME ZONE 'UTC' AT TIME ZONE 'America/Vancouver')::date AS created_date_pacific,\n",
+    "    created_name,\n",
+    "    created_by,\n",
+    "    pa.auth_account_id as account_number,\n",
+    "    pa.name as account_name,\n",
     "    total,\n",
     "    service_fees,\n",
     "    total - service_fees as subtotal,\n",
     "    payment_method_code,\n",
     "    corp_type_code,\n",
-    "    created_by,\n",
     "    payment_date,\n",
     "    refund_date,\n",
     "    invoice_status_code,\n",
-    "    (select string_agg(quantity || 'x ' || description || ' $' || pli.total , ',') from payment_line_items pli where invoice_id = i.id) as payment_line_items\n",
+    "    folio_number,\n",
+    "    (select string_agg(quantity || 'x - ' || filing_type_code || ' - ' || description || ' - $' || pli.total, ',') from payment_line_items pli JOIN fee_schedules fs on fs.fee_schedule_id = pli.fee_schedule_id where invoice_id = i.id) as payment_line_items\n",
     "FROM\n",
     "    invoices i\n",
+    "LEFT JOIN\n",
+    "    payment_accounts pa ON i.payment_account_id = pa.id\n",
     "WHERE\n",
     "    corp_type_code = :partner_code\n",
     "    AND total > 0\n",
@@ -293,8 +299,30 @@
     "if partner_code in partners_for_disbursement_summary:\n",
     "    print(f\"Partner code {partner_code} found in the list, executing SQL query.\")\n",
     "    query = f\"\"\"\n",
-    "    SELECT id as transaction_id, disbursement_date::date as disbursement_date_pacific, disbursement_reversal_date::date disbursement_reversal_date_pacific, total, service_fees, total - service_fees as subtotal, payment_method_code, corp_type_code, created_by, disbursement_status_code\n",
-    "    FROM invoices\n",
+    "    SELECT \n",
+    "        i.id as transaction_id,\n",
+    "        (created_on AT TIME ZONE 'UTC' AT TIME ZONE 'America/Vancouver')::date AS created_date_pacific,\n",
+    "        created_name,\n",
+    "        created_by,\n",
+    "        pa.auth_account_id as account_number,\n",
+    "        pa.name as account_name,\n",
+    "        total,\n",
+    "        service_fees,\n",
+    "        total - service_fees as disbursed_amount,\n",
+    "        payment_method_code,\n",
+    "        corp_type_code,\n",
+    "        payment_date,\n",
+    "        refund_date,\n",
+    "        invoice_status_code,\n",
+    "        folio_number,\n",
+    "        disbursement_date::date as disbursement_date_pacific,\n",
+    "        disbursement_reversal_date::date disbursement_reversal_date_pacific,\n",
+    "        disbursement_status_code,\n",
+    "        (select string_agg(quantity || 'x - ' || filing_type_code || ' - ' || description || ' - $' || pli.total , ',') from payment_line_items pli join fee_schedules fs on fs.fee_schedule_id = pli.fee_schedule_id where invoice_id = i.id) as payment_line_items\n",
+    "    FROM \n",
+    "        invoices i\n",
+    "    LEFT JOIN\n",
+    "        payment_accounts pa ON i.payment_account_id = pa.id\n",
     "    WHERE corp_type_code = :partner_code\n",
     "    AND invoice_status_code = 'PAID'\n",
     "    AND payment_method_code in ('PAD','EJV', 'EFT', 'DIRECT_PAY')\n",
diff --git a/jobs/notebook-report/notebookreport.py b/jobs/notebook-report/notebookreport.py
index 5e242ce28..d0d60c655 100644
--- a/jobs/notebook-report/notebookreport.py
+++ b/jobs/notebook-report/notebookreport.py
@@ -83,6 +83,8 @@ def send_email(file_processing, emailtype, errormessage, partner_code=None):
     message.attach(MIMEText("Please see the attachment(s).", "plain"))
     process_email_attachments(filenames, message)
 
+    if Config.DISABLE_EMAIL is True:
+        return
     message["Subject"] = subject
     server = smtplib.SMTP(Config.EMAIL_SMTP)
     email_list = recipients.strip("][").split(", ")