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

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