PSFS Offering - Contribution List: How to get the contribution totals for a single batch organized by fund

How to get the contribution totals for a single batch organized by fund

 

  1. Go to Offering → Contribution List 
  2. Enter the Posting Date Range for the Batch and select View Contributions.

 

  1. Go to the Batch field and enter the name of the batch as it appears in Batch Management.  Ex. "Contribution Import 111317_1458", or in this case "2017-04-06 Sunday Collection".

 

  1. Go to Quick Reports button and choose the option for View Date Range Postings.


 

You should now have a list of all the contributions in the batch organized by Fund, with Fund specific Totals.  You may Print, Edit, or Save Report as needed at this point.

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