Revenue Batch Validation Report

For a revenue batch, the Revenue Batch Validation Report displays the number and properties of the batch; calculates the total count and monetary amount of the payments, pledges, recurring gifts, and matching gift claims in the batch; and lists the transactions entered the batch.

For revenue update batches, the Revenue Batch Validation Report compares the values of each of the fields in the batch with what is already in the database and tells you which fields are being changed in the batch, what the previous value was, and what the new value is.

For each transaction listed, the report provides the constituent associated with the transaction, the revenue type, the amount of the revenue, the date associated with the transaction, and the designations to which the revenue is applied. By default, a revenue batch validation report is sorted to reflect the order of the batch, but you can select on the column headers to change the sort. At the bottom of the report, the time and date the report was generated, the user who generated the report, and the report page number and count appear.

You can view the Revenue Batch Validation Report for a revenue batch from the Batch Entry page or the batch data entry screen.

• On the Batch Entry page, select the batch on the Uncommitted batches tab and select Validation report on the action bar. The Revenue Batch Validation Report appears. To return to the Batch Entry page, select Back on the navigation bar.

• On the data entry screen of the revenue batch, select File, View navigation report on the menu bar. The Report Viewer screen appears and displays the Revenue Batch Validation Report. To close the Report Viewer screen, select the red “X” in the upper right corner.