How To Export Installment Payments Data (Legacy)
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

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:

  • Installment ID

  • Team ID

  • Team Stub

  • Team Name

  • Personal Page ID

  • Personal Page Stub

  • Personal Page Display Name

  • Personal Page First Name

  • Personal Page Last Name

  • Personal Page E-mail

  • Pledge ID

  • Donor Display Name

  • Donor First Name

  • Donor Last Name

  • Donor E-mail

  • Donor Comment

  • Anonymous (Marked name as anonymous from public view)

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zip Code (Postal code)

  • Country

  • Installment Amount (Gross)

  • Stripe/PayPal Fee (estimated)

  • CauseVox Transaction Fee

  • Tip (Cover transaction fees)

  • Status (Paid or Refunded)

  • Currency Code

  • Transaction ID

  • Campaign Title

  • 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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