Batch Reports in Gift Batch Entry

Use batch reports in web view to support review, approval, and audit workflows without switching to database view.

Run Batch Validation Report

Run Batch Validation Report to review batch details and exceptions before approval or after approval.

1. From Gifts, Gift batch entry, open the batch you want to review.

2. Select Print, Validation report.

3. Open or download the PDF, based on your browser settings.

Note: The validation report reflects the fields currently selected in the batch. To include different details, adjust batch columns or apply a different batch template, and then run the report again.

What the Batch Validation Report includes

• A snapshot of the batch at the time you run the report, including key batch context such as status and totals.

• Gift details for the fields currently selected in the batch view.

• Validation details you can use to review data quality before approval, or to document review results after approval.

Run Batch Control Report

Run Batch Control Report (Detail) after a batch is approved to capture a detailed record for audit documentation.

1. Approve the batch.

2. From Gifts, Gift batch entry, open the approved batch.

3. Select Print, Control report.

4. Open or download the PDF, based on your browser settings.

Note: The control report option appears only after the batch is approved.

What the Batch Control Report (Detail) includes

• A detailed record of approved batch activity.

• Batch and gift-level details captured at the time the report is generated.

• Output you can share with your business office or use for audit documentation.