The Merge Queue lists all of the records waiting to be merged in the next overnight batch job. You can run a Merge Queue quick report before a merge to verify that the records to be merged are accurate. This topic shows you how to run a quick report.
- Select the Merge Type you want to view: Families or Members.
- All records awaiting merge in the next overnight batch are listed in the grid. By default, the records are presented in reverse-chronological order (from most recent to least recent) by the date the merge was performed.
- By default, all records listed in the grid are included in the report. If you want to include specific records, select the checkbox next to each one.
- Select the Merge Queue Report on the right side of the page.
The system generates the report and opens it in the Report Viewer. The report shows details for each record to be merged. Use the controls at the top of the viewer to page through the report, if it contains multiple pages. You can also save and print this report.
Based on the report, you may need to pull a record from the queue to prevent it from being merged. For instructions on removing a record from the queue, go to Remove a Record from the Merge Queue.
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