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How can I download a PDF of a batch?

Describes how to download a PDF of the transactions on a deposit batch.

You will need the Limited Write Contributions permission to download a batch's reports. To open a batch someone else created, you also need Unrestricted Batches or Full Read Contributions, and the batch must be at a campus you have access to.

To locate the batch, go to Contributions > Batches in the left-hand menu. Click the name of the desired batch and go to the Actions menu in the top right. There are two reports to choose from. The report will automatically download when one is chosen.

The batch Actions menu with the two PDF report options.

Overview

This report will give summary information on the batch without showing the individual transactions. See below for an example of this report.

An example batch Overview PDF report.

Transaction Details

This report contains a listing of all the transactions entered in the batch. See below for an example of this report.

An example batch Transaction Details PDF report.

Tip: Both reports cover every transaction in the batch, including gifts placed at campuses you cannot otherwise see on the Contributions list. A batch lists everything it holds once you can open it.

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