Exporting installment payments data is available on the Lite plan and above.
To export the installment payments data from CauseVox, follow the steps below:
Step 1: Under Manage, select Installment Payments from the left navigation and use the top dropdown to select a specific campaign.
Note: You can export across all campaigns on the Plus plan and above.
Step 2: Select Export in the upper right.
Step 3: Select All dates, or a Custom date range, as well as the preferred file type: CSV or Excel, and select Download.
Installment Payments Data
The installment payments export includes the following fields:
Personal Page ID
Personal Page Stub
Personal Page Display Name
Personal Page First Name
Personal Page Last Name
Personal Page E-mail
Donor Display Name
Donor First Name
Donor Last Name
Anonymous (Marked name as anonymous from public view)
Address Line 1
Address Line 2
Zip Code (Postal code)
Installment Amount (Gross)
Stripe/PayPal Fee (estimated)
CauseVox Transaction Fee
Tip (Cover transaction fees)
Status (Paid or Refunded)
Created At (Date/Time)
Custom Fields (if added to the donation page)
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 (in UTC): All Dates, Date Before, Date After or Custom Date Range
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