Batch Report by Type
====================
.. include:: BatchSummary.rst

.. note::
    When configured, the report can be run by clicking the report icon for the desired batch.
    See :ref:`image below <BatchReportTLink>`.

.. glossary::

    Batch Report by Type

        This report provides the following information for each Batch.

        Header
            -  Church Name
            -  Batch ID #
            -  Deposit Date
            -  Batch Type

        Details
            -  Fund
            -  General Ledger
            -  Total
            -  Base (Total minus Fees)
            -  Fees

        In the details, the contributions are grouped by Fund with a sub-total per Fund and by Type (Contribution or Registration) and a
        grand total at the bottom of the report.

.. _BatchReportTLink:

.. figure:: https://i.tpsdb.com/2023-06-22_16-05-02.png
    :target: #

    Report Icon

.. figure:: https://i.tpsdb.com/BatchReportT.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 ``BatchReportT``
    and click `Submit`.

Step 3
    :ref:`Copy all the Python code below<BatchReportTCode>` 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 ``BatchReportTsql``
    and click `Submit`.

Step 6
    :ref:`Copy all the SQL code below<BatchReportTsqlCode>` 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/BatchReportT?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
-----------

.. _BatchReportTCode:

.. literalinclude:: Files/BatchReportT.py
    :linenos:

SQL Code
--------

.. _BatchReportTsqlCode:

.. literalinclude:: Files/BatchReportTsql.sql
    :linenos:


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+--------------------+------------------+
| **Latest Update**  | **10/06/2023**   |
+--------------------+------------------+

Added this article.