Support » Plugin: GiveWP - Donation Plugin and Fundraising Platform » Create Automatic Monthly Reports

  • Resolved techt

    (@techt)


    In the Tools>Export>Export Donation History, there are many great options. Is there a way though, to automate an export? Need to send legal information on a monthly basis to donors. So I would like to export a report each month with the following options checked and have the report only include donors from the month in which the report is run.
    screenshot of options in export
    Thanks!

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  • Plugin Support Ben Meredith

    (@benmeredithgmailcom)

    Hi @techt,

    Glad you reached out, here.

    The best way to go about this would be to create a special page on your site that contains a modified [donation_history] shortcode that only outputs the current (or previous) month’s donations. I don’t have a custom snippet handy for something like that, but it could be done.

    Once you have that page set up, then you could use an email marketing or transactional email service to send donors a link to that page on a regular basis.

    There’s not a way to send automated monthly reports to donors without some custom code, and the GiveWP exports functionality is designed to export multiple donors’ information, so it would not be fit for sending to the donors on an automated basis.

    We do have an annual reports premium add-on that allows for donors to see their giving on an annual basis.

    Since this requires a premium add-on to GiveWP, we can’t provide support or pre-sales advice on this forum due to forum rules.

    The product you are looking for is our Annual Receipts add-on, and you can read more about it here: https://givewp.com/addons/annual-receipts/

    If you have pre-sales questions, use our contact form at https://givewp.com/contact-us

    Another premium add-on that might work to be able to set things up is our Zapier integration, which would allow you to connect directly to a third party software system designed to handle that sort of reporting. We’re happy to answer questions about that via our contact form as well.

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