New in Exports: Recurring plan changes

Exports now include a new type: Recurring plan changes. Each row records a single change event — what was updated on a recurring plan, when it happened, and who did it. Unlike existing export types that show the current state of a plan, this one captures the full history of modifications over any date range you select.

Every row contains event metadata: a unique event ID, timestamp, recurring plan ID, supporter ID, the name and type of the person who initiated the change (supporter, team member, or system), and where the change came from — Dashboard or Donor Portal. When a team member made the change, their email address and IP are also present.

For fields that changed, the row shows the previous value and the new value in separate columns. Fields left blank weren't modified in that event. The export tracks changes to:

• Amount
• Status
• Frequency
• Next charge date
• Payment method type, card network, last four digits, and expiration date
• Mandate ID (SEPA and ACH plans)
• Cost coverage opt-in
• Supporter email

You can schedule this export or deliver it to an email address or SFTP destination, just like any other export type.