PSFS Offering - Batches: How to export a batch list to an excel file

How to Export a Batch List to an Excel File

With a few simple steps you can export your batch list to a .csv or spreadsheet file. After you export the file, you can save it locally on your computer and, if desired, print it the file.

To export a batch list, you must have View and Add/Edit access rights for Contributions assigned to your login credentials. Access rights are assigned in the Administration module. Access to this module is restricted to organization administrators only.

  1. If you manage several organizations, select the desired organization from the Organization list.

  2. Click Batches to display the Batch Management page:

  1. Do one of the following:

    • If you want to export a list of consisting of specific batches, select one or more of the column filters to create the desired group.  Or, individually select the desired batches from the list.

    • If you want to export a list of all of your organization's batches, make sure that all of the column filters are cleared.

  1. Click this toolbar button:.

  1. Follow the prompts to save or open the file.

The exported file contains these columns of information:

  • Status: Open or Closed.

  • Batch: Name of the batch.

  • Cash: Total cash amount in the batch.

  • Pledge: Total pledge amount in the batch.

  • Count: Number of entries (includes contributions and pledges) in the batch.

  • Fund: Name of the fund the batch was submitted to.


Related Topics

About the Batch Management Page

How to export a contribution list to an excel file

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