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.
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If you manage several organizations, select the desired organization from the Organization list.
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Click Batches to display the Batch Management page:
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Do one of the following:
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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.
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If you want to export a list of all of your organization's batches, make sure that all of the column filters are cleared.
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Click this toolbar button:
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Follow the prompts to save or open the file.
The exported file contains these columns of information:
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Status: Open or Closed.
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Batch: Name of the batch.
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Cash: Total cash amount in the batch.
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Pledge: Total pledge amount in the batch.
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Count: Number of entries (includes contributions and pledges) in the batch.
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Fund: Name of the fund the batch was submitted to.
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