Batch commit reports in NXT webview

David Gumbel · May 23

My business office is asking for a batch commit report from the webview similar to the one we can print in database view after doing a gift batch. I haven't seen it yet in webview. Curious how others are handling reporting on their gift batches in webview for their business office?

Frankie Chow · May 23

@David Gumbel
You can probably re-create the batch report by running a query for gifts that have that batch number. Would that work? Or do you need the report to look exactly like the commit report (which is essentially a canned gift detail report).

David Gumbel · May 23

@Frankie Chow we do that but they are looking for a report that can’t be manipulated.

Joe Moretti · May 23

@David Gumbel Just more nonsense with RE NXT and from Blackbaud for just not making Database View a better products. Hey, let's create a whole new product that will take at least a decade to make, have things missing from Database View or things that may not even carry over and then say that Database will eventually be phased out. GOOD GRIEF!!!!!

Alex Wong · May 26

@David Gumbel
any batch that is approved in the webview (consider committed) will be available on database view batch. From there I imagine you can get a report, but I am not sure.

Our financial office is not particular “stern” about having this “can't be manipulated” report though.

Ange Scott · May 26

@David Gumbel I pull the webview Batch control report from DB view and export a copy of it

David Gumbel · May 27

@Ange Scott
Thank you. We currently export out the info then put it into a report looking similar to the batch commit report. To my knowledge there isn't a “report” for the batch commit that you can run, it automatically generates after you commit the batch but only once. This is in DB not webview, webview does nothing.

David Gumbel · May 27

@Alex Wong
Thank you. We currently export out the info then put it into a report looking similar to the batch commit report. To my knowledge there isn't a “report” for the batch commit that you can run, it automatically generates after you commit the batch but only once. This is in DB not webview, webview does nothing. My financial office is looking for something so they can double check the numbers. Will figure something out.

David Gumbel · May 27

@Joe Moretti I am with you Joe, this rollout has been frustrating.

Heather MacKenzie · May 27

This was brought up in the most recent Town Hall and PUB and I think we may have finally made out point that this item is non-negotiable for us and that we truly do need a non-changeable commit control report. Fingers crossed!

Sunshine Reinken Watson · May 28

@David Gumbel
Some organizations use the canned gift detail and summary report, though it doesn't look quite the same.

Michelle Armistead · June 2

@David Gumbel In a call with our account exec, he tried to reassure me that I'd be able to still use DB view after BB tries to stop supporting DB view. This is on my list of things needed in Total WebView once DB view is no longer supported.

Cary Webb · June 2

@Sunshine Reinken Watson not only does it not look the same, in webview you can't even choose all the fields you need to recreate the batch commit control report. You can't add payment type or constituent ID or the soft credits. It shouldn't be so hard to have this as a canned report in webview.

JoAnn Strommen · June 2

@David Gumbel For our committed gifts we use Reports Financial Reports > Gift Entry Validation. We do it by ‘day’ but a query of the batch would allow user to run by gift batch.

If this report is not brought over to web view, accounting will not be happy. Will require major re-structuring as we run different reports for different gift sources.

We want the batch commit report too for all the funds that go directly to accounting, non-donations like event fees.

Michele Thompson · June 2

@David Gumbel You shouldn't have to “figure something out”

David Gumbel · June 3

@Michele Thompson Couldn't agree more Michele.

David Gumbel · June 3

@JoAnn Strommen
I don't see that in Webview but I'm sure it is coming, once we complain enough.

Kelly CampionSocol · June 3

@David Gumbel After we commit the batch in Webview we post to the GL (we are not interfaced with any finance software) in DB using batch # and export the report as a PDF (we are not interfaced with any finance software). We send this report to Finance.

Cameron Alzubi · June 9

@David Gumbel
You can use the Batch Validation Report. Not the same, but it works.
After the batch is approved in webview, log into DB view, select Batch.
Open your webview batches, and find the one you just approved. Open it.
From the menu bar, select File>Preview>Batch Validation Report

David Gumbel · June 10

@Cameron Alzubi
Thank you. Is there a way to edit the information that appears on the validation report? Ours doesn't show the fund. Also has some columns that are not necessary.

JoAnn Strommen · June 11

@David Gumbel Unfortunately the Gift Batch Validation report in db view is hard format.

Fund is shown - top line column 5. Headers list all the info pieces - yes, a number we don't need either.

David Gumbel · June 11

@JoAnn Strommen Interesting, it doesn't show on ours.

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JoAnn Strommen · June 11

@David Gumbel Interesting. This is our report - screenshot for db batches. How odd, well let's just be honest, how stupid that fund would not be included.

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David Gumbel · June 12

@JoAnn Strommen very stupid but it leads me to believe that we can edit the report, I just haven't been able to find it yet.

Batch commit reports in NXT webview

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