Exporting recurring profile 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 Recurring Profiles Data
To export the recurring profiles data 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: 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.
Recurring Profiles Data
Recurring Profile ID
Recurring Profile Display Name
Recurring Profile Company Name
Recurring Profile First Name
Recurring Profile Last Name
Recurring Profile E-mail
Recurring Profile Comment
Recurring Profile Anonymous
Recurring Profile Line 1
Recurring Profile Line 2
Recurring Profile City
Recurring Profile State
Recurring Profile Zip Code
Recurring Profile Country
Recurring Profile Tribute Type
Recurring Profile Tribute Honoree
Recurring Profile Tribute Message
Recurring Profile Tribute Recipient
Recurring Profile Tribute Method
Recurring Profile Tribute Recipient E-mail
Recurring Profile Amount (Gross)
Recurring Profile Tip
Recurring Profile Status
Recurring Profile Currency Code
Recurring Profile Giftaid
Recurring Profile Tags
Recurring Profile Created At
Recurring Profile Gross Funds Raised
Recurring Profile # Donations
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
Custom fields are automatically added to the export.
Filter Recurring Profiles Data
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
Tags: Any custom tags added
Date Range: All Dates, Date Before, Date After or Custom Date Range in UTC time
