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 toolbar. 

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 Downloads tab.

Additional Reading

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Smart Recurring

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Weekly Recurring

In this article: Setting up weekly recurring Weekly recurring pop-ups Setting Up Weekly Recurring When you’re in the waning weeks before Election Day, asking supporters for a monthly recurring…

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Pop-up Recurring

Our pop-up recurring features allow you to ask donors to make a recurring donation after they’ve made a one-time contribution. Their one-time contribution will already have been recorded, so…

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Refunds & Recurring Cancellations

In this article: Issuing Refunds Cancelling Recurring Contributions Your Refund Center ActBlue gives your team the ability to process refunds or cancel recurring contributions, ensuring that you can handle…

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Building Your Recurring Donor Program

In this article: Getting to know your recurring settings Customizing your recurring ask Analyzing your recurring contributions Supporting donors who have recurring contributions Getting to Know Your Recurring Settings…

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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…

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