Exporting recurring profile data is available on the Lite plan and above.
Exporting across All Campaigns is available on the Plus plan and above.
To export the recurring profiles from CauseVox, follow the steps below:
Step 1: Under Manage, select the campaign using the dropdown at the top. Select Recurring Profiles 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.
Recurring Profile Data
The recurring profile export includes the following fields:
Profile 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
Donor Display Name
Donor Company Name
Donor First Name
Donor Last Name
Donor Email
Donor Comment
Anonymous (Marked name and/or amount 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
Recurring Amount (Gross)
Total Amount (Gross)
Number Of Donations
Currency Code
Start Date
Interval
Giftaid
Status
Site Title
Campaign Name
Created At Date
To view your recurring data with filters, follow the steps below:
Step 1: Select Filter at the top.
Step 2: Apply any of the following filters:
Active Status: Active, Suspended, Past Due
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time
