PSFS Offering - Reports: How to create a batch detail report

How to create a batch detail report

There are several ways to create a batch detail report depending on the type of batch.

Detail Entry Batches (and Committed Quick Entry Batches)

You can create a Batch Detail Report from either Batch Management or the Reports section of the Offering Module.

From Batches

  1. Check the box next to the Batch you wish to view.
  2. Go to "Quick Reports" and select "Batch Detail Report"

From Reports

  1. Go to Category "Batches."
  2. Select Report "Detail."
  3. Click the circle next to the batch you would like the report for.
  4. Check or uncheck the option to include $0 donations.
  5. Click "View Report."

 

Quick Entry Batches (Not-Committed)

 

From Quick Entry Posting

  1. Choose the batch you want to run the report for.
  2. Click "Quick Reports."
  3. Click "View Quick Entry Batch Report."

 


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