Batch Report with Fee Rows ========================== .. include:: BatchSummary.rst .. note:: When configured, the report can be run by clicking the report icon for the desired batch. See :ref:`image below `. .. glossary:: Batch Report with Fee Rows This report provides the following information for each Batch. Header - Church Name - Batch ID # - Deposit Date - Batch Type Details - Contribution Date - Fund - General Ledger - Count - Total In the details, the contributions are grouped by Date and Fund with sub-totals and a grand total at the bottom of the report. The Total give the amount minus any fees, which have their own row. .. _BatchReportFLink: .. figure:: https://i.tpsdb.com/2023-06-22_16-05-02.png :target: # Report Icon .. figure:: https://i.tpsdb.com/BatchReportF.png :target: # Sample Report Create the Batch Report ----------------------- Step 1 Go to `Administration > Setup > Special Content > Python Scripts`. Step 2 Click the green `+ New Python Script File`, enter the file name ``BatchReportF`` and click `Submit`. Step 3 :ref:`Copy all the Python code below` and paste it into the new file. Click `Save Script`. Step 4 Go to `Administration > Setup > Special Content > SQL Scripts`. Step 5 Click the green `+ New SQL Script File`, enter the file name ``BatchReportFsql`` and click `Submit`. Step 6 :ref:`Copy all the SQL code below` and paste it into the new file. Click `Save Script`. Step 7 - Find the Setting ``Custom Batch Report`` at `Administration > Setup > Settings` on the Finance tab and in the Batches category - Paste this as the value - ``/PyScript/BatchReportF?p1={bundleid}`` .. note:: Each database can have only one BatchReport. So, the Setting is just named **CustomBatchReport** and the Value determines which is used. Generate the Batch Report ------------------------- To generate the report, click the report icon for the desired batch. Use the print feature of your browser to print the report. Click the `Export to Excel` button to export. Python Code ----------- .. _BatchReportFCode: .. literalinclude:: Files/BatchReportF.py :linenos: SQL Code -------- .. _BatchReportFsqlCode: .. literalinclude:: Files/BatchReportFsql.sql :linenos: | | +--------------------+------------------+ | **Latest Update** | **10/06/2023** | +--------------------+------------------+ Added this article.