New export field: Previous Successful Donation Date
Recurring plan export templates now include a new field: Previous Successful Donation Date. It returns the date of the last charge that collected payment. For organizations that route this data to vendors or external systems, that's a meaningful difference from the existing Previous Donation Date field, which records the last charge attempt regardless of whether it succeeded.
The field is available in three templates: New recurring plans, Failed recurring plans, and Cancelled recurring plans.
How to add it
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- Go to Exports > Templates and open an existing template or create a new one.
- Go to the File columns tab.
- Use the search box to find Previous Successful Donation Date.
- Drag the field into your column list.
- Select a date format in the Format column.
- Click Save changes.
The Export Data Dictionary lists all available fields with descriptions and examples. For a full walkthrough of how export templates work, see Export data from Fundraise Up.