DM Batches - Review: How to generate a Posting List Report

How to generate a Posting List Report

This report may be run at any time. It is a helpful tool used to review postings in a batch to ensure accuracy before closing a batch.

This report may be generated from several areas in the program:

  • Select the export button in the batch postings page or from the batch details page.
    export_from_in_the_batch_postings.png
  • Select the export button icon in the grid view of the batch.
    exprt_from_grid_view.png
  • Or select the Export button from the card/grid view of the batch.
    Export_batch_list_for_review.png
    The report will have three tabs and the contributions posting tab will look like this:
    ContributionsList4Review.png

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