Batch Control Report

On the Commit parameters screen, when you select Create control report, you can view a control report after you commit the batch to the database. The control report lists records in the batch that were committed to the database and provides information about each record. The information that appears depends on the type of batch selected. For example, a control report for a revenue batch displays the number and properties of the batch and calculates the total count and monetary amount of the payments, pledges, and recurring gifts in the batch. By default, a revenue batch control 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 a batch control report on the Batch Entry page. From the Committed Batches tab, in the Committed batches grid, select the double arrows next to a batch to expand its row. On the action bar, select View control report.

You can also view a control report from the commit status page of a batch. Under Reports, select View control report from the Explorer bar.