How to get a batch list report (posting list)
To navigate to the Batches page:
In the Navigator Bar, select Batches.
-or-
On the Batches card, select Open, Closed, or All.
On the Batches page:
- Search results can be filtered by use of the Filter Panel and Search button
- Batch lists can be exported to Excel or PDF formats with the Export button
Two list export options (Batch List Export; Batch Postings List Export) include the following Excel columns:
Batch List Export
Batch List Export (Excel Columns A-M) include:
Column A Batch ID
Column B Batch Description
Column C Batch Status
Column D Revenue Account
Column E Fund Name
Column F Organization ID
Column G Organization Name
Column H Date Opened
Column I Date Closed
Column J Pledge Count
Column K Pledge Total
Column L Contribution Count
Column M Contribution Total
Column N Giving Source
Updated