Recurring Giving Health Report

Quick Answer: Recurring Giving Health Report

The Recurring Giving Health Report shows how healthy each recurring commitment is — on track, due soon, late, missed, or at risk — so your team can reach sustainers before they lapse. It pulls recurring gifts from online subscriptions, donor profiles, and memorized transactions into one health view.

Available on Plus, Pro, and Enterprise from Reports under Giving & Donors. Pair it with the Lapsed Donor Report for donors who already stopped and Donor Journeys to launch a win-back sequence for at-risk sustainers.

Plus or above. Reports hub requires Plus.

Track Sustainer Health

Summary tiles show active commitments, committed monthly revenue, and counts of late, missed, and at-risk gifts. A searchable table lists each donor with their fund, commitment amount and frequency, last gift date, days overdue, and a health badge so follow-up is obvious at a glance.

What You Get

• Health tiles for active, late, missed, and at-risk commitments
• Searchable table by donor, fund, amount, frequency, and days overdue
• Filters by health status and by recurring source
• Jump straight to a donor profile or payment management
• Export to PDF or spreadsheet for board and stewardship reviews

Good to Know

Select at-risk rows and hand them to a retention campaign so outreach happens while the relationship is still recoverable. Recurring commitments come from online subscriptions, recurring fields on the Donor CRM, and memorized transactions, so keeping those sources accurate keeps this report accurate.