Exporting installment payments data is available on the Lite plan and above.
Exporting across All Campaigns is available on the Plus plan and above.
To export the installment payments data from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. Select Installment Payments from the left navigation and Export on the right.
Step 2: Select 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.
Installment Payments Data
The installment payments export includes the following fields:
Installment ID
Team Page ID
Team Page Stub
Team Name
Org Page ID
Org Page Stub
Org Name
Personal Page ID
Personal Page Stub
Personal Page Display Name
Personal Page First Name
Personal Page Last Name
Personal Page Email
Pledge ID
Donor Display Name
Donor Company Name
Donor First Name
Donor Last Name
Donor Email
Donor Comment
Anonymous (Marked name as anonymous from public view)
Address Line 1
Address Line 2
City
State
Zip Code (Postal code)
Country
Tribute Type
Tribute Honoree
Tribute Message
Tribute Recipient
Tribute Method
Tribute Recipient Email
Installment Amount (Gross)
Tip (Cover transaction fees)
Transaction ID
Transaction Amount Captured
Transaction Amount Refunded
Transaction CC Fee
Transaction CC Fee Estimated?
Transaction CauseVox Fee
Type
Status
Stripe Payment Method
Stripe Payment Status
Currency Code
Subscribed (Opted in for email updates)
Site Title
Campaign Name
Created At (Date/Time)
To view your installment payments 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: Is equal to, Is greater than, Is less than, Is between
Payment Status: Paid, Refunded or Failed
Payment Type: Online, Offline
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time
