Automatically generate Batch Control Report on Gift Batches

When approving a batch in DBV, the Control Report automatically generates upon batch approval. In NXT, you have to manually trigger it, wait for it to be created and then go download and save it. These are extra steps that do not go along with the "time saving" stuff BB keeps touting to make us think NXT is great (it's not).

Please have the control report automatically trigger and open as it does currently in DBV.

  • Jessica Smith
  • Sep 1 2026
  • Reviewed: Voting Open
Batch Entry
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  • Stefanie Weiland commented
    25 Sep 15:01

    Agreed. This is an important part of our process.

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  • JoAnn Strommen commented
    22 Sep 21:25

    make it optional to have it automatically generated. Valuable to those who use it. Others do not use it.

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  • Jason Barfield commented
    18 Sep 16:32

    Also have the batch control report mirror the current DBV report - they are similar, but have more information and wrap to the next line on every gift. A batch that would have a control report be 1/2 a page in DBV is 2-3 pages in webview.

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  • Gail Jordan commented
    14 Sep 08:44

    Completely agree, so much time wasted especially as the control report seems to take ages to load.

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  • Ange Scott commented
    02 Sep 22:25

    Agree! The batch report takes forever to download and is also quite a messy layout. I don't understand why it hasn't been laid out like it is in DBV... we don't need lines for soft credits/matched gifts etc either

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  • +28

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