Create Batch Query automatically when approving batch

We need to have a batch query automatically generated when batches are approved, which can then be used for acknowledgement letters, reports, etc.

  • Sarah Martineau
  • May 7 2025
  • Reviewed: Voting Open
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  • Beth Green commented
    05 Mar 18:58

    Yes, this is vital!! All the reasons Tatyana Leifman mentioned. Having this auto created is very important!


  • Tatyana Leifman commented
    05 Mar 18:40

    Yes! This is a vital feature. These output queries are used in numerous situations on a daily basis whether to create acknowledgments, global changes/updates on gifts entered in batch (for ex. originally wrong date or appeal code were applied) or for posting or for reviewing gifts for data integrity. Yes, I can create a query with the batch number but having the output query automatically created speeds up the process and insures no mistakes are made in locating the gifts.

  • Sunshine Reinken Watson commented
    July 26, 2025 04:45
    {"children":[{"type":"paragraph","children":[{"text":"This is really needed, especially if the function in queries is not being carried over to webview."}]}]}
  • Katie Emerick commented
    July 22, 2025 16:39

    This feature is very helpful in DB view, would be wonderful to have in web view as well.

  • Candy Reichert commented
    May 29, 2025 13:24

    Please add this. Even though in dbv you can view the batches from wbv, the list is almost useless. It does not create a query for wbv batch which it needed to print receipts, or run a Batch Report. This causes us to manually create a query for each batch before we can do anything else.