Objective:
This article explains how to view, filter, and manage recurring gifts in the Manager Portal. Using the Recurring Gifts report, you can monitor, update, and customize views for recurring donation activity.
Access Recurring Gifts Report
Navigate to your Manager Portal and select Recurring Gifts under the Reports tab in the left-hand navigation menu.
Recurring Gifts Overview
The default report view includes:
-
- Processing Status
- Created Date
- Giver/Donor Name
- Location
- Gift Amount
- Fund Designation
- Frequency
- Last Gift Approval Status
- Giving Source
Filter and Customize Views
Use the Filters option (top right) to narrow your data set. You can filter by:
- Processing Status
- Location
- Fund
- Frequency
- Last Gift Date
Additionally, the Column Selector allows you to customize which data columns are displayed in your report view.
If you routinely apply the same filters and columns, you can save your preferred view for easy access.
Recurring Gift Features
From the Recurring Gifts report, you can:
- View recurring gift details
- Edit existing gifts (e.g., change fund designation, adjust amount, or update payment method)
- Search by giver name, fund, or keyword
-
Export or Print your filtered report
📘 Learn more about managing and modifying Recurring Gifts on behalf of donors.
Have Questions or Need Help?
If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
For product-related questions:
- Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.
- Use the Help Center chatbot for 24/7 answers to common questions.
Looking for a personalized walkthrough?
We offer paid services to walk you through your setup or workflows. Reach out to our Sales Team at sales@ministrybrands.com to learn more.
✨ Tip: Many how-to articles and video tutorials are available for free in the Help Center.
Updated