Edit Reports for Receipt Batch

This guide provides step-by-step instructions for users to prepare a report to generate a Receipt Batch with Cascadia Receipting NPC. For example, users might run a batch for a specific campaign or to issue receipts for one-time donations on a monthly basis.

Chantelle Ng
5 steps
30 seconds

Salesforce

Permissions & Alerts

User Permissions Needed: - Run Reports - Create and Customize Reports - Edit access to the Cascadia Receipting Report folder - Cascadia Receipting User

Batch receipt generation is included in the **Premium Tier** and requires an additional package. If you don’t currently have access to this feature, please email [chantelle@cascadiasolutions.ca](mailto:chantelle@cascadiasolutions.ca) for assistance.

Guide

Go to Reports > All folders > "Cascadia Receipting" folder.

Any tabular Gift Transaction report in the Cascadia Receipting report folder can be used to create Receipt records in a Receipt Batch.

Select the report you want to edit.

To avoid messy results when generating a Receipt Batch, make sure your report includes **only one option from each of the following categories**: - **Receipt Type**: One-Time *or* Annual (Consolidated) - **Delivery Method**: Mail *or* Email Including more than one option from either category won’t stop the batch from running, but it can lead to confusion or unwanted results. For best results, create separate reports for each combination.

Click "Edit".

Make any [edits you need for your report](https://help.salesforce.com/s/articleView?id=sf.rd_reports_overview.htm&type=5) to capture the Gift Transaction you want to create receipts for in batch. For example, add the Primary Campaign or change the dates.

Make sure your report does not exceed 2000 rows of Gift Transactions.

Click "Save & Run".

Check the report to make sure you want these Gift Transactions to be receipted.