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.
- 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
- Add one field under the Query Conditions:
- Contributions : Batch DUID : is equal to : ______________
- 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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