Generate a Batch Summary Report

Use the Batch Summary pane to generate a Batch Summary report. The report displays summary information for imported payment transactions.

To generate a Batch Summary report

1. In the menu bar, click Reports, click Processing, click Payments, and then click Batch Summary. The Batch Summary pane appears.

2. In the Start Date list box, click the start date for which to display data.

3. In the End Date list box, click the end date for which to display data.

4. Click Get Report.

5. To modify the report view, see Report Options.

6. To print the report, click Print.

7. To export the report to a Microsoft Excel file, do the following:

1. Click Export to Excel. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

8. To export the report to a Comma Separate Value (CSV) file, do the following:

1. Click Export to CSV. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.