The Recurring Transactions page shows all recurring donations that have been created for your organization in SecureGive. Here you can see the name of the donor, and the start date, end date, type of transaction, method, frequency, amount, and status of the recurring transaction. 

If you are looking for instructions on how to edit a donor's recurring transaction, then click here.  

How to filter recurring donations

You can use the search field on the right to search for recurring transactions by first name or last name.

The filters button on the right side will allow you to filter for recurring transactions by location, donation category, purchase category, method, giving type, status, and frequency.

 How to sort recurring donations

You can sort recurring transactions by clicking on the headers at the top.

How to download a CSV file

You can download a CSV file of the recurring donations by clicking on the download button.