Mar 21, 2023
The Recurring Donations Report allows you to generate a list of all contacts who have setup recurring donations for a fundraiser. This report can be generated for all fundraisers or a specific fundraiser.
- Click Reports in the Navigation Panel
- Select Recurring Donations Report.
- Select your search filtering criteria. For example, if you would like to see recurring donations for a specific fundraiser, or a specific contact.
- Optional - Enter a Search/Filter query.
- Select Display Options:
- The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
- Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by campaign name.
- Display Mode: Select Detail to display each individual donor and their recurring donation. Select Summary to see the total number of donors, and the total of their donations.
- Click Run Report.
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See the following for Common Report Functions: