To retrieve a report of recurring donations, select Existing Reporting > Recurring Donations.
Adjust the filters at the top for Type or Status, and click Search:
- Type: Filter by recurring donations originating from either Fundraising or Crowdfunding activities.
- Status: Filter by Active, Cancelled, or recurring donations in an Error state (e.g. an expired card).
- Optional Filters: You can look up an individual donor by First and Last Name, Phone Number, and/or a specific keyword or campaign.
Recurring Donation Statuses
- Active: Indicates a Recurring Donation is in good standing.
- Canceled: A recurring donation that has been stopped in its cycle, either by the donor, admin, or the GiveSmart Support team.
- Error: A recurring donation that was not able to be billed at the scheduled recurring time. This can be due to a credit card decline or an expired card.
- Completed: For Recurring Donations set with a Fixed Term or Pay Over Time setting. For more information on the Recurring Payment Types, click here.
For each donor, you'll be able to see:
- The frequency of a donor's recurring donation
- Next billing date
- First billing date
- Number of transactions completed
- Total given so far this year
- Total remaining to be given this year
Export a Recurring Donations Report
Click the blue Export button on the right-hand side to download a .CSV report.
Choose the desired columns you'd like to include in the report. Select Download when ready.
There are some notable columns that are unique to a recurring donations report such as First/Next Billing Date, Total given this year, Transaction count, etc.
