Export a report on monthly donors/Export a report on monthly donors
H
Halton
I would like to easily be able to extract a report on my monthly donors (i.e. who are my active monthly donors, what is their monthly donation amount, when was their last payment, when is their upcoming payment, when is their upcoming payment etc).
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I would like to be able to easily retrieve a report on my monthly donors (i.e. who are my active monthly donors, how much is their monthly donation, when was their last payment, when will their next payment be, etc.)
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M
M
This would be an incredibly helpful feature. With different campaigns and no way to filter recurring payments, it's almost impossible to easily find all our monthly donors. The workarounds are tedious and require a lot of messy data cleaning, which leads to errors!
S
Suzanne
Any update on this? It was marked as "planned" Feb 2024. I could be missing it, but I am not seeing this. We would benefit from a report that would tell me how much each person has pledged to donated monthly. The summary gives total contributions which is not as helpful. I want to know how much money to expect each month from our monthly donors. Thanks!
Rowan from Zeffy
updated the status to
open
J
Jeffery
a fine idea that has my support
G
Gail
This would be great.
B
Brooke
This would be extremely helpful!
Rowan from Zeffy
updated the status to
planned
T
Tanya
Merged in a post:
Monthly vs. one-time donor reports
L
Les
It would be really interesting and relevant to add the function with which we can extract a list of our monthly donors in order to clearly visualize them compared to our one-time donors. This report could list our monthly donors without having to sort by ourselves from month to month. On this list, there could be the name and contact details of recurring donors as well as the amount of their scheduled donations as well as a total to date. This function would greatly improve efficiency in managing a very large number of donors. Thank you so much!
T
Tanya
Good morning! Thanks for your feedback:) It is possible to filter the contact page to see all monthly donors using the “Monthly Donation” filter. You can then see everyone who is active or completed. Does it meet your needs? :)
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M
Maryse from Zeffy
Hi Halton! You can filter our active monthly donors under "Contacts" > "My contacts". Click "Add filter" and choose "Monthly donation" > "Active".
H
Halton
Maryse from Zeffy: Yes, I know that option but it doesn't give you a nice summary report. It only shows the cumulative total since they began. It would be nice to run better reports so you could have a report that shows how much you take in PER month.
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