Export Batch Grid (before batch commit/approval) in database view saves my team significant time. Exporting to a .csv means the batch can be filtered/sorted/etc for review. It allows us to quickly identify discrepancies in entry standards (example, gift date or campaign/fund) and save our eyes a lot of strain. I would like to see a similar export option in NXT during batch entry, before batch commit/approval, so my team continues to streamline gift approval and processing.
We also need this to identify discrepancies, align with our finance department, and prepare for audits. Please bring this functionality over to NXT!
Yes! We also need to this. I use an batch grid export in a power query, merged with another file to create a backup file that meets our audit needs.
This shuld not be an option - it shoud be a must to be able to download!
It also helps to balance to large spreadsheets if the money is off, when you can sort and subtotal by date.