Generating Report for Cancelled Recurring Donations
I am looking to generate a report of our scheduled recurring donations that have lapsed during a certain time period. I can set a filter to view all the lapsed contacts but would like to generate a report that includes their contact info and date lapsed. It seems as though I can only get this information by selecting each lapsed contact separately.
The scheduled recurring tab also doesn't give the option for downloading the data so I am wondering if there is somewhere else I can pull this info from?
Thanks for reaching out!
You'll need to go into each specific recurring transaction to see the date that they were cancelled. Right now, we don't have a report in Keela that will generate that information.
Let me know if you have any more questions!
Please sign in to leave a comment.