> This is Payabli documentation. For a complete page index, fetch https://docs.payabli.com/llms.txt — append .md to any page URL for lightweight markdown. For section-level indexes, query parameters, and other AI-optimized access methods, see https://docs.payabli.com/ai-agents.md # Manage Pay In batches and funding (Portal) > Learn how to report on and manage Pay In batches and funding in the Payabli Portal Batches are collections of transactions grouped together for processing at one time. Access your Pay In Batches report at **Transactions > Batches** to track batch status, monitor funding progress, and export settlement data. If you're a partner, you use the report to monitor batch and funding activity across your organization. If you're a merchant, you use it to track when your transactions settle and download reports for reconciliation. If you manage more than one paypoint, the Batches report will showcase all batches within your organization. The steps in this guide work for both levels of access. To list batches and funding events programmatically, use the [List batches for a paypoint](/developers/api-reference/query/get-list-of-batches-for-an-entrypoint) and [List batch details for a paypoint](/developers/api-reference/query/get-list-of-batchdetails-for-an-entrypoint) API endpoints. ## Monitor batches Each batch record shows a batch status, a transfer status, funding amounts, and close date. Open batches are still collecting transactions. Once a batch closes, it moves through a transfer and funding sequence that typically completes without any action on your part. Your paypoint's daily cutoff time controls when a batch closes — see [Custom batch times](/guides/pay-in-batches-custom-times-overview) to set a different time. The Batches report showing available, pending, and held totals, a Batch Status filter set to Closed, Funded (settled), and Open, and a table of batch records with columns for batch number, close date, method, number of payments, batch status, gross batch, and transfer status For what each status means, which ones need follow-up, and how batch tagging works, see [Batches overview](/guides/pay-in-batches-funding-overview). ## Customize reports Use columns, filters, and saved views to control what the Batches report shows. ### Customize the report view Add columns when you need details beyond the default view. Click **Columns**, select the columns you want, and click **Save**. The available columns are grouped into batch-level details and transfer-level details. This matches the batch and transfer status tracks described in [Batches overview](/guides/pay-in-batches-funding-overview). #### Available Batches columns * Batch Number * Organization Name & ID * Paypoint Legal Name & ID * External Paypoint ID * Batch Close Date * Expected Deposit Date * Method * Number Of Payments * Batch Status * Gross Batch * Service Fee * Net Batch * Processor * Paypoint DBA Name #### Available Transfers columns * Transfer ID * Transfer Date * Gross Amount * Transfer Status * Chargebacks * ACH Returns * Billing & Fees * Adjustments * Third Party Paid * Held Amount * Release Amount * Split Amount * Transfer Total ### Filter batches Filters let you narrow the report to show only the batches that match specific criteria. Use them to locate a particular batch, isolate batches by close date, or focus on a specific status. To filter rows, click **Filters**. Filters are grouped into three categories: **Batch Details**, **Payment Method**, and **Transfer Details**. Filters in this report work like this: * For fields that accept multiple selections, the filter uses OR logic: selecting two batch statuses returns batches matching either status. * For string fields, unquoted text matches partially. For example, filtering by the paypoint's business name (**Paypoint DBA Name**) with `Riverheights` matches any paypoint whose DBA name contains that string. Wrap a value in quotes for an exact match: `"Riverheights HOA"` returns only that paypoint. ### Save a custom batches report Once you've set up a filter and column combination you want to reuse, click **Save Report** to save it as a named view. Saved reports let you return to the same filtered state without reconfiguring filters each time. To access a saved report, click the dropdown beside **Batches**. Select your report from the list of saved reports. ### View a batch's transaction report To view the transactions in a batch and other batch details, follow these steps: 1. Locate the batch record you want to view. 2. Click the three-dot icon, and select **View Transactions**. 3. In the **Batch Details** panel, you see: * Batch details including status, close date (if closed), gross amount, service fees, net amount, and transfer amount * Individual transaction records with customizable columns showing amount, ID, date, payment method details, type, and status You can adjust the columns shown, but you can't filter within a batch's transaction report. To export the report, click **Export**, then select **CSV** or **XLSX**. For open batches, some values may change as transactions are processed. A Batch Details panel for a closed batch, showing gross batch, service fees, and net batch amounts, a transfer status of No transfer, and a table of transactions with columns for order ID, transaction date and time, payment method and last 4, type, payment status, and payment funding status ### View an individual transaction To view details for an individual transaction: 1. Find the transaction in the list. 2. Click the three-dot icon in the **Actions** column. 3. Select **View Details** to open the **Quick View** panel. ## Export batch data You can export batch data from the batch list, or from within an open batch's transaction view. To download your current batch report: 1. Select a saved report or customize your report to present the data you're interested in. 2. Click **Export**. 3. Select any additional columns to add to your exported file. 4. Click **Export XLSX** or **Export CSV**. To download a report of transactions within a batch without opening it, follow these steps: 1. Locate the batch record you want to download. 2. Click the three-dot icon, and select **Download**. 3. Select **Download XLSX** or **Download CSV**. The batch data downloads automatically to your computer in CSV or XLSX format. To download the same report from within the batch's transaction view instead, see [View a batch's transaction report](#view-a-batchs-transaction-report). ## Related resources See these related resources to help you get the most out of Payabli. #### Prerequisites * **[Batches overview](/guides/pay-in-batches-funding-overview)** - Understand batch and transfer statuses before working the Batches report #### Related topics * **[Manage Pay In transactions (Portal)](/guides/pay-in-portal-transactions-reports)** - Filter and export transaction data, and void, refund, and manage individual transactions in the Payabli Portal * **[Custom batch times](/guides/pay-in-batches-custom-times-overview)** - Learn how to set a preferred batch cutoff time with the Custom Batch Time feature