PSFS Offering | Lists - Batches: How to get a batch list report (posting list)

  1. To navigate to the Batches page:
    • In the Navigator Bar, select Batches.
      -or-
    • On the Batches card, select Open, Closed, or All.
      Full Batch Process 6.png
  2. Search results can be filtered by use of the Filter Panel and Search button
  3. Batch lists can be exported to Excel or PDF formats with the Export button
  4. Two list export options (Batch List Export; Batch Postings List Export) include the following Excel columns:
  5. Batch List Export
  6. 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

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request