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What batch reports are available?
What batch reports are available?

Explains what the available batch reports are and how to run them.

Updated over 8 months ago

You will need the Full Read Contributions permission to run these reports.

Click on the "Reports" button on the batch listing screen in the top right corner. This will open a pop up where you will be able to run the available batch reports.

Batch Summary

This report shows overview information on batches and the funds within. The report is split between two sections: Batch Summary and Designation Detail Listing.

The following report parameters are available.

  • Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.

  • Status - the statuses of the batches you are interested in including in the report.

  • Payment Methods - the list of payment methods to report on. Defaults to All.

  • Orientation - choose Portrait or Landscape.

  • Type - select Both Auto and Manual Batches; Only auto batches; Only manual batches.

  • Merchants - Choose which fund designations should be chosen.

  • Date Range - either All or Custom. The default is All. If All, all batches will be returned. If Custom, only those within the specific date range (inclusive) will be returned. There are helper buttons that auto-populate the start and end date with this week's or last week's (starting on Monday). The default is this week's date range.

Here is a preview of the results of this report (PDF format is shown).

Fund Detail Listing

This report shows contributions to a fund within a date range. The following report parameters are available.

  • Format - the report output. You can choose between PDF, CSV, and HTML. The default is PDF.

  • Fund - the fund to report on.

  • Date Range - the start and end date (inclusive)

  • Orientation - choose Portrait or Landscape.

Here is a preview of the results of this report (PDF format is shown).

Tips

  • In addition, if the above is not what you are looking for, you can run ad-hoc reporting using the Contribution Query Builder found under “Reporting > Query Builder > Contributions” in the left-hand navigation menu. You have more control over what data you want to report on from the query builder.

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