How to Create a Batch List Report

A Batch List report provides a list of batches selected in the (filtered or unfiltered) Batches grid and provides general information about each batch, including its unique ID, status (for example, Open), the date opened, and contribution and/or pledge totals. 

  1. On Home page, open the Batches page.
  2. Find the batches for which you want to create a Batch List report. To quickly find the desired batches, use the Search or Filter function. 
  3. In the toolbar, click this button:  (Export). On the displayed menu, select the Batch List Export option. 

After the system generates the report, a message is displayed to inform you that the report was generated successfully.

  1. Follow your browser's process for opening the downloaded report. 

 

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