How do I generate a Batch Report?

The Batch Report aims to provide an overview of the statuses of transactions for selected batches. All users who can access the reporting on individual batches will be able to access the Batch Report. 

To access the Batch Report, click on Batch Report in the Reports menu:

The Batch Reports screen will be displayed and enable you to select the batches you want to report on:

1. You can use the Filter to look for specific batches; use the “Apply” button to see only batches related to your search criteria, and the “Clear” button to show all batches.

2. In the list of batches, you can select those you want to report on. When you make your first selection, the “Select All” and “Unselect All” buttons will display. This will select all the batches on the page.

3. Once you have selected the batches you want to report on, you can select the “Request Excel Report” button. This will start the report generation process and an email will be sent, letting you know when you can download the report.

Once the report has been generated, you will receive a notification via email informing you that you can download the report. You can then download the report from the Batch Reports screen by expanding the “Recent Reports”, click the ellipses button and Download option: