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How to export recurring plan details
How to export recurring plan details

Export recurring donation plans right from your dashboard into a neatly organized CSV.

Sunny avatar
Written by Sunny
Updated over a week ago

This CSV file is an excellent way for you to analyze your recurring donations. You can download this data and open it in third-party software like Excel, Numbers, or Google Sheets.

Exporting recurring plan details 💾

  • Log into your dashboard and click on Recurring Plans in the left side panel.

recurring plans

If you'd like to add filters to the recurring plans you'd like to export, do so before you create the export. Filter options for recurring plans are similar to the filters you can apply to contacts.

  • Click the Export button in the upper right corner of the page, and click Export again in the popup window.

actions export
  • 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 that your export is ready to download. Click the Download button in the email 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.

For security purposes, you must be logged in to Givebutter to download your CSV export.

Data included in this report 🤓

Expand the heading below to view a full list of all the data columns included in a recurring plan details export.

Full list of export data: Recurring Plan Details Report

  • ID – Unique ID # for this recurring donation

  • Status – Active, Canceled, Past_due_failed

  • Frequency – Monthly, Quarterly, Yearly

  • Campaign

  • 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

  • Address_1

  • Address_2

  • City

  • State

  • Zipcode

  • Country

  • Method

  • Amount

  • Fee_covered

  • Currency

  • Start_at

  • 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

  • CC_last_four – The last four digits of the credit card used

  • CC_expire – The expiry date of the credit card used

Troubleshooting 🛠

If you're generating reports but aren't receiving our emails, please do the following troubleshooting steps before contacting us:

  • Ensure you've checked your email spam/junk box. Because these emails are sent from no-reply address, email providers may categorize them as junk mail.

  • Sometimes, these messages are filtered into folders previously set up in email accounts, or they're deleted automatically. Check any relevant folders.

  • Search your inbox for "[email protected]".

  • Check your email settings to be sure the address [email protected] is whitelisted, a firewall isn't blocking us, or there isn't some server issue.

If you've tried all these options and are still having trouble receiving export emails, please contact our team – we'd be happy to assist!

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