IO Batches - Review: How to export contribution and pledge records from the Batch Postings page

How to export contribution and pledge records from the Batch Postings page

  1. If you are already in the batch, go to the next step, (#2). Otherwise, search for the batch
  2. If you are on the Batch Details page, click the postings button in the upper right corner. If you are on the Batches page, click the Postings button at the bottom left of the card.
    select_Batch_Postings_from_details_or_batches_card.png
  3. Once you are on the Postings page, click the export button on the top right corner of the page. 
    Export_Batch_Postings.png
  4. Choose your export option: Excel or PDF. 

    Batch Postings List Export - Excel: Note three tabs (Summary, Pledges, Contributions)
    batch_postings_list_export_excel.png

    Batch Postings List Export - PDF: Note three sections (Pledges/Summary, Contributions/Summary, Batch Summary)
    Batch_Postings_List_Export.png
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