The Recurring Donation Audit Report is where you can track recurring donation records and view details of failed transactions.

We recommend using this report to identify any donations with a “Donation Ends On” date. This indicates when a supporter has specified an end date for their recurring donation on your donation form, as shown in the screenshot below.

Note: We do allow you to remove the End Giving On field, please email us for instructions.

A generated Recurring Donation Audit will list the: 

• Date
• Supporter
• Status
• Payment Type
• Confirmation ID
• Purpose
• Next Donation
• Donation Ends On date
• Total Amount
• Currency

Filtering Options #

Filtering options include: 

• Use Quick Date Range
• Choose a Date range > Start Date and an End Date for certain dates
• Choose a Purpose
• Choose a Status
• Include additional Supporter filters (optional)

As with all Reports in REACH, you can save as a Report Template to use later and/or schedule as an auto-generated weekly or monthly recurring report.

The Select Columns to Display button can be used to add additional filtering options to your generated report. Simply click the checkbox to include any of these columns in your generated Report.  

Click Search to generate your Recurring Donation Audit.