Download Recurring Data

After you spend the time building a strong recurring program to sustain your work, you can access all of your important recurring data as downloadable CSV files. It only takes a single click to download a CSV file of your active recurring contributions, your recurring projections, or your cancelled recurring contributions!

First head to the “Recurring” tab of your Dashboard. 

At the top, you’ll find three buttons for downloading a CSV file of your active recurring contributions, your recurring projections, or your cancelled recurring contributions. The “Active recurring contributions” CSV includes all recurring contributions from the last 30 days that are paid and are scheduled to recur again. The “Monthly recurring projections” CSV is a simple recurring projection for the next month that looks at all of the paid monthly contributions made in the last month and then projects the contributions will recur again, assuming nobody cancels their recurring contribution or requests a refund of their last gift. The “Cancelled recurring” CSV includes all recurring contributions that have been cancelled in the last 60 days. Hover over the information icons next to each button to find out more about the data.

Click on the button to begin downloading a CSV file. If you expect the file to be large, you can choose to receive an email notification when your report is ready for download. To do so, click on the button to start downloading the CSV and then click the “Email me when finished” button.

Your recently requested CSVs will be available to download for 24 hours in your Dashboard’s “Reporting” tab under “Downloads.”


Additional Reading

Search category icon

Smart Recurring

Smart Recurring will present donors with a pop-up that prompts them to commit to a smaller monthly contribution after they’ve given a one-time donation. To enable Smart Recurring, locate…

Search category icon

Weekly Recurring

When you’re in the waning weeks before Election Day, asking supporters for a monthly recurring donation doesn’t make much sense. Instead, it’s a great time for you to start…

Search category icon

Pop-up Recurring

Our pop-up recurring feature allows you to ask donors to make their one-time donation a recurring one after they’ve hit “Contribute.” Their one-time contribution will already have been recorded,…

Search category icon

Refunds & Recurring Cancellations

ActBlue gives your team the ability to process refunds or cancel recurring contributions, ensuring that you can handle simple donor relations issues right away. Keep reading for everything you…

Search category icon

Building Your Recurring Donor Program

Any ActBlue contribution form can accept recurring donations. Here’s how to get started setting up your recurring contribution program: Step 1: Create a new contribution form by clicking on…

Search category icon

Why You Should Ask For Recurring Donations

We strongly recommend that you start a recurring fundraising program. Here are a few reasons why: Recurring contributions = more money. Period. That’s because donors can chip in a…

Search category icon

Step 2: The Dashboard

The Dashboard is your central organizing station for all things online fundraising with ActBlue. It contains all of the important tools and information that you’ll need to run your…

Paid for by ActBlue (actblue.com) and not authorized by any candidate or candidate's committee.
Contributions or gifts to ActBlue are not deductible as charitable contributions for Federal income tax purposes.