PSFS IQ - Query: How to create an IQ Batch Detail Report for a specified batch sorted by last name

How to create an IQ Batch Detail Report for a specified batch sorted by the last name

This IQ query can be used for any batch by swapping out the "Batch ID" number in the query conditions. 

  1. First, set up the query in the IQ module with the following in the Result Columns:
    • Families: Last Name
    • Families: Envelope Number
    • Contributions: Payment Amount
    • Contributions: Payment Date
    • Funds: Description
  2. Add one field under the Query Conditions:
    • Contributions : Batch DUID : is equal to : ______________  
  3. To sort the results, click the sort icon next to "Families: Last Name" in the Results Columns and choose "Ascending."

 

How to find the Batch ID

To obtain the Batch ID, go to the Batch Management page (Offering → Batches):

 

Once you execute the query, you can export the results to CSV and that is your Batch Detail report in alphabetical order.

 

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