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Scheduled and Recurring Giving
How do I run a report to see all donors with a recurring gift?
How do I run a report to see all donors with a recurring gift?

Generate a list of recurring schedules

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

To see a report of all recurring gift schedules:

  • Login to the Vision2 Admin Portal and navigate to: Data Entry > Recurring Gifts

  • You can view the schedules on-screen or you can click the Download Information button for an Excel file

  • By clicking the Use Advanced Search button, you can filter a subset of the schedules. For example: you can look for all recurring giving to your Tithe fund

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