This CSV file is an excellent way for you to analyze your recurring donations. You can download this data and open it in a third-party software like Excel, Numbers, or Google Spreadsheets.
Log into your Givebutter Dashboard
In the left side panel, click on Recurring Plans.
Click the Export button in the upper right corner of the page, and click Export again in the popup window.
Navigate to your email (exports will be sent to the email address you're logged in with), and in a few moments, you will receive a message saying that your export is ready to download. In the email, click the Download button or copy and paste the provided link into your browser.
If you can't locate the file, check your Downloads folder and desktop. You'll need to open the CSV file in an app that can open spreadsheets, such as Excel, Numbers, or Google Sheets.
Information included in a recurring plan export 🔍
The CSV file export contains the following information:
ID – Unique ID # for this recurring donation
Status – Active, Canceled, Past_due_failed
Frequency – Monthly, Quarterly, Yearly
First Name – The donor’s first name
Last Name – The donor’s last name
Email – The donor’s email
Phone – The donor’s phone number
Next_bill_date – The scheduled next billing date for this plan
Last_transaction – The date of the last transaction processed on this plan
Created_at – The date and time this recurring donation was created (in UTC)
Canceled-at – If applicable, the date/time this recurring donation was canceled
Cancel-reason – If applicable, the reason this recurring donation was canceled
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