Exporting installment invoices data is available on the Lite plan and above.
Exporting across All Campaigns is available on the Plus plan and above.
Use the quick links below to jump to the right section:
Export Installment Invoices Data
To export the installment invoices data from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. Select Installment Invoices from the left navigation and Export on the right.
Step 2: Customize your report by adding Available Columns to the Selected Columns. You can also remove any unnecessary data.
Step 3: Drag and drop the Selected Columns to create a custom order for your spreadsheet.
Step 4: Select Save as Preset to save your column configuration. The next time you run the report, you can select from the preset Dropdown at the top to load your saved column configuration.
Save unlimited presets to run multiple customized reports.
Step 5: Select from all records, or an active filter, All Dates, or a custom date range in UTC time, as well as the file format to download as a CSV or Excel file and select Download.
Step 6: Under Exports, view the progress of your exports ready for download, and download any current and historical exports.
Installment Invoices Data
Installment Invoice ID
Installment Invoice Amount Due
Installment Invoice Amount Paid
Installment Invoice Currency Code
Installment Invoice Due At
Installment Invoice Paid At
Installment Invoice Status
Installment Invoice Offline
Installment Invoice Charge At
Installment Invoice Created At
Pledge ID
Pledge Display Name
Pledge Company Name
Pledge First Name
Pledge Last Name
Pledge Email
Pledge Comment
Pledge Anonymous
Pledge Line 1
Pledge Line 2
Pledge City
Pledge State
Pledge Zip Code
Pledge Country
Pledge Tribute Type
Pledge Tribute Honoree
Pledge Tribute Message
Pledge Tribute Recipient
Pledge Tribute Method
Pledge Tribute Recipient Email
Pledge Total Amount (Gross)
Pledge Total Tip
Pledge Per Period Amount (Gross)
Pledge Interval
Pledge Period
Pledge Offline
Pledge Status
Pledge Currency Code
Pledge Giftaid
Pledge Tags
Pledge Created At
Pledge Gross Funds Raised
Pledge # Installment
Pledge Last Charged At
Personal Page ID
Personal Page Stub
Personal Page Display Name
Personal Page First Name
Personal Page Last Name
Personal Page Email
Personal Page Funding Goal
Personal Page Funding Progress
Personal Page # Donations
Personal Page # Pledges
Personal Page Tags
Personal Page Created At
Team Page ID
Team Page Stub
Team Page Name
Team Page Funding Goal
Team Page Funding Progress
Team Page # Donations
Team Page # Pledges
Team Page # Personal Pages
Team Page Admins
Team Page Tags
Team Page Created At
Org Page ID
Org Page Stub
Org Name
Org Page Funding Goal
Org Page Funding Progress
Org Page # Donations
Org Page # Pledges
Org Page # Personal Pages
Org Page Admins
Org Page Tags
Org Page Created At
Site ID
Site Name
Campaign ID
Campaign Name
Filter Installment Invoices Data
To view your installment invoices data with filters, follow the steps below:
Step 1: Select Filter at the top.
Step 2: Apply any of the following filters and select Apply Filter:
Amount Due: Is equal to, Is greater than, Is less than, Is between
Amount Paid: Is equal to, Is greater than, Is less than, Is between
Status: Paid or Unpaid
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time
Paid Date: All Dates, Date Before, Date After or Custom Date Range in UTC tim
