DM Batches - Batch: How to search for a batch

How to search for a batch

Navigate to the Batches page using one of the following methods:

  • From the Navigator Bar, select Batches.
  • From the Batches Card, select Open, Closed, or All.


To search, on the Batches page:

  1. To find a specific batch, enter a keyword in the search bar then click the search bar icon.
  2. To find a set of batches, use the Filter Panel to filter on criteria such as fund, batch status, or open date range, etc., and click the Filter Panel search icon. 
    • The three status options for a batch are Open, Review, Closed.
    • Use the status field to search for your batches that have been flagged for review. These batches must then be closed, for the contributions to be present on reports.
  3. If you'd like to narrow down the results further, you may combine search and filter options.
  • If you navigate to the Batches page through the Navigator Bar, until you click the search icon for the very first time on this pagethe screen will remain empty.
  • Each time you change the Filter Panel selection(s) and or the search keyword, click the corresponding search icon to update the results.


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