Report Batches
A report batch is a saved series of reports that Moneylender generates in one click. Set up the reports you run at the end of every month—or every week, or every year—once, and from then on the whole set is a single item on the Reports menu. On Moneylender desktop the finished reports are saved as files into a dated folder that opens automatically; in Moneylender Online they arrive as a single zip file download.
Creating a Batch
Open Reports > Report Batches > Manage Batches. Click the New (plus) button above the Batches list, give the batch a name, and choose how its reports should be saved:
- CSV Spreadsheets – each report becomes a .csv file that opens in Excel or any spreadsheet program. Best when you want to work with the numbers.
- PDF Documents – each report becomes a .pdf laid out like the printed report, including your report header template if one is set. Best when the reports are going to be read, filed, or forwarded.
The format applies to every report in the batch. If you want the same reports in both formats, create two batches—the Add to Batch button on the report viewer makes that quick.
Adding Reports to a Batch
With the batch selected, use the New (plus) button above the Reports in Batch list. Pick the report and set the same options the report viewer would ask for—only the choices that report actually offers will appear:
- Date Range – every report has this. Preset ranges like Previous Month or Year to Date are recalculated every time the batch runs, which is what makes a batch reusable month after month. Choose Custom only when you want the exact same fixed dates on every run.
- Loan Status and Lender – portfolio-wide reports can be limited to open or closed loans and to a single lender, or itemized with one table per lender.
- Show Account – transaction reports pick which account's transactions to show.
- Loan – reports that cover a single loan (Ledger Transactions, Amortization Schedule, and so on) ask you to choose the loan the batch entry should always run against, or a group of loans to run the report for one at a time.
Running a Report for Every Loan
A single-loan report doesn't have to be added once per loan. In the Loan section of the batch entry, choose All loans under a lender or All loans in the portfolio and the batch generates a separate copy of the report for every loan in that group—a payment report for each of a lender's two hundred loans is one entry.
- All loans under a lender – pick the lender, then choose Servicing lender only to cover the loans that lender services, or Lender in any capacity to also cover loans where the lender is an investor. A lender counts as on a loan when their time on the loan overlaps the entry's date range. To cover two lenders, add an entry for each.
- Loan Status – appears so you can decide which loans are in the group. It starts at Open Loans.
The loans are chosen every time the batch runs, so loans added later are picked up automatically. The reports are saved together in a subfolder named for the entry—for example 03 Payment Report - Acme Lending\Payment Report 4472.pdf. A loan with nothing to show in the date range still gets its report, so the folder always has one file per loan. Each report is the same one you would get by running it for that loan alone: it shows the whole loan and the loan's own servicing lender, even when the loan was included because of an investor.
A report that is limited to one borrower runs once for each borrower in the group rather than once for each of their loans.
Use the up and down arrows to arrange the reports. The files are numbered in this order when the batch runs, so the folder or zip lists them the way you arranged them.
Adding from the Report Viewer
The fastest way to build a batch is to set a report up on screen first. Open any report from the Reports menu, adjust the dates, lender, status, or account until it shows what you want, then click the +Batch button on the report viewer's toolbar. Pick an existing batch or type a name to create a new one, and the report is added with exactly the settings the viewer was showing. For a single-loan report, the loan the viewer was opened on is captured with it.
Running a Batch
Click the batch's name on Reports > Report Batches, or select it in Manage Batches and click Run Batch. Moneylender generates the reports one at a time, showing its progress as it goes.
On Moneylender desktop the files are saved to a report batches folder inside your default folder (File > Moneylender Settings), in a subfolder named with today's date and the batch name—for example report batches\2026-07-24 Month End\01 Financial Summary.csv. The folder opens in Explorer when the batch finishes. Running the same batch again on the same day rewrites that day's folder; running it another day makes a new one, so your past runs stay put.
In Moneylender Online the browser downloads a single zip file named with the date and batch name, containing the same numbered files.
Tips
- Single-loan reports include the loan's account number in the file name, so the same report added for several loans produces clearly separate files. When two loans in a group share an account number, the second file's name ends in (2).
- If a report or loan in a batch has since been deleted, or a portfolio user doesn't have permission for one of the reports, that entry is skipped and the rest of the batch still runs.
- A batch entry remembers its own copy of the report options—changing the report's defaults in the Report Editor doesn't change what the batch runs. Edit the batch entry to update it.
- Report batches work the same in Moneylender Online, and both programs share the same saved batches in the portfolio.
See also:
The Report Batches Window
Report Manager
Record Values Available for Report Columns