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.

1. Click Reports in the Navigation Panel
2. Select Recurring Donations Report.
3. Select your search filtering criteria. For example, if you would like to see recurring donations for a specific fundraiser, or a specific contact.
4. Optional - Enter a Search/Filter query.
5. 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.

     

6. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options