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How To Export Recurring Profile Data
How To Export Recurring Profile Data
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago
  • 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

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