How do I track recurring commitments?

Overview

There are multiple ways to track and monitor your recurring commitments, including through Fundraising Management, contact records, and specialized reports. 

Step 1: Monitor via Fundraising Management 

1. Access the Fundraising Management dashboard 

2. View monthly sustainers in the top summary graph 

3. To add a Monthly Giving summary card: 

   1. Click the Settings link in the top right corner of the dashboard 

   2. Check the box for Monthly Giving 

   3. Save your settings 

4. Use the Monthly Giving card to see a quick overview of your sustainer program health 

Step 2: View commitments on contact records 

1. Navigate to an individual contact record 

2. On the Overview page, look under Financial > Commitments 

3. Alternatively, go to the Recurring Commitment section of the contact details page 

Step 3: Use specialized reports 

1. For a comprehensive view of all commitments: 

   1. Run the Recurring Commitments Report 

   2. Each commitment appears as one line 

   3. Add columns like Next Payment Date, Total Contributions Received to Date, and Cancellation Reason 

2. For tracking changes: 

   1. Use the Recurring Commitment Changes Report 

3. For monitoring individual payments: 

   1. Use the Recurring Commitment Processing Report 

Step 4: Analyze sustainer program health (for Development package users) 

1. From the Monthly Giving card on Fundraising Management 

2. Click the link to the Fundraising Optimization page 

3. Use these tools to help grow and improve your sustainer program 

Not quite what you were searching for?

• Navigate back to the Recurring Giving Resource Index.

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