Filter by Recurring Type in Auto-Donations

The “Auto-Donation” report allows you to filter your results by Status or Period.  To access this feature mouse-over “Reports” (1) in the side menu and then click “Auto-Donations” (2).


Next, you will see the Status and Period options in the top right corner:


The “Status” option allows you to filter by following status types:


The “Period” filter allows you to filter by the following time periods:


For example, these filters can quickly show “Successful” recurring gifts that process on “Monthly” basis. Or just view your “Declined” recurring gifts for “All” periods.