Recurring Reports
under review
Angela Blake
Scott Kingsley Clark
As someone who has built my own reporting for my recurring donations site running on GiveWP, this information has been most useful to me:
* Monthly donations (how much we get in recurring donations set to monthly)
* Annual donations (how much we get in recurring donations set to annual)
* Average Monthly donations (how much on average we get per month, taking into account the yearly donations)
* Total per year (how much we get per year, taking into account monthly donations)
What we don’t have built on the custom report is historical reporting on recurring donations from last year as that data is much more difficult to get out of the DB.
Additional detailed reporting for a recurring donor report has also helped, I can see who donates the most, how often, since when, and easily get into their donor/sub.
Attached is an admin view I created based on my frontend donor page built for the site. It only shows up with a query arg added to the URL and when logged in as an admin.
I have two separate reports, one entirely based on recurring, and the other one is one-time focused which includes total one-time YTD, total one-time last year, total one-time donations all-time, and total donations (any) all-time.
I will eventually recreate all of this on a real admin page with better UI. But this is the kind of data I yearn for from Give reporting that I just don’t get.
Ben Meredith
under review
Our team is taking a look at this, based on the number of votes here. This is a great feature request that could be very useful. Stay tuned here.
Of course as always no firm guarantees on a timeline, here.