Dive into your Auto-Donations report to:
- Filter Recurring Gifts by Processing Status or Period/Frequency
- View Recurring Gift Details
- Edit Recurring Gifts (Change fund designation, adjust gift amount, update payment profile)
Navigate to your manager dashboard. Hover your cursor over Reports and select Auto-Donations.
Filter Recurring Gifts
Use the dropdown menus on the right side of your Auto-Donations page to drill down recurring gifts by processing Status (Successful, Declined, Expired Card, Error, Not Yet Started) or Period/Frequency (Weekly, Biweekly, Monthly, Twice a Month).
View Recurring Gift Details
Within a specific recurring gift’s row, click Action and select More Info to view details, like giver info, Payment info, Fund designation, Comments, Status, Frequency, Installments, Start/end date, etc.
Edit Recurring Gift
Within a specific recurring gift’s row, click Action and select Edit Funds/Amts to change the fund designation or adjust the amount of their gift.
Disable Recurring Gift
Within a specific recurring gift’s row, click Action and select Disable to stop the gift from processing.