How do I run a report to see all donors with a recurring gift? | Vision2 Help Center

Generate a list of recurring schedules

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