"Batch Summary Report" gone?

Patrick Jamieson
Patrick Jamieson
Sixth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Back when Database view still had reports, I could run a report called “Batch Summary Report” that was a list of journal entries. However I can no longer run reports in Database view, and I don't see this report in the FENXT list of reports?

We need a report that lists the journal entry batches that have been made, without showing the actual detail of the batch. Is there no longer a report that can show this?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Patrick Jamieson
    if it's just total debits and credits you'd need per JE, you can do that on the JE Batches list page. Just go to the Columns button and scroll down, total credits and total debits can be added. Then you can filter the JE page and export the results as needed.

  • Patrick Jamieson
    Patrick Jamieson
    Sixth Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell Thank you Kevin, yes I export the JE list page sometimes for other things. But we use the aforementioned report for internal controls reviews, so an actual report showing the report parameters is much preferred over an Excel export that can be theoretically manipulated.

  • Holly Riddick
    Holly Riddick
    First Anniversary Name Dropper Facilitator 1 September 2024 Monthly Challenge

    @Patrick Jamieson thank you for posting this question as I was wondering the same thing. We used the Batch Summary Report to provide to the external auditors who would then make their selections for support. The Batch Detail Report is nice but too much data. Did the suggestion from Kevin Brazell work or did you find another work around?

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