Batch commit/approval reports

Janet Davies
Janet Davies
Ninth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I have searched and haven't been able to find any information regarding batch reports. In RE-7 we have the option of printing a Batch Commit Control Report. I staple the checks and other batch information to that report and give it to my CFO. She reviews it before posting to the GL. (We're pretty strict about chain of ownership here so the person who batches a gift can't post it.)

I created and approved a test batch in RE-NXT, and no report option seems to be available. The batch reports are also not part of the Standard Reports. Is there a similar report available for batches in NXT? I also couldn't find an option to automatically create a gift query for the batch.

Does anyone have any ideas? Thanks!

Comments

  • Karen Diener
    Karen Diener Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Janet Davies there are multiple posts in the ideas bank about this topic. It stuns me that Blackbaud did not include this important reporting step into the process from the beginning. Every single nonprofit receives donations and enters them into Raiser's Edge, and omitting critical check and balance reporting functionality is a huge miss.

    Hopefully this link will work to show you many of the ideas so you can vote on them. Note that you will need a different username and password for that website.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Janet Davies - There is a work around for the missing report. After the batch is approved, go into DBV > Batch > locate the one you've just approved and open it. Go to File > Preview > Batch Validation Report. It doesn't contain all of the same information but it does have the same summary at the bottom, which is usually the part finance is the most interested in.

    As for the Query - either use a query with an “ask” operator for Batch Number, or you'll need to create your own.

    Second Karen's suggestion to check out the RE NXT Idea Bank.

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