How to Filter Recurring Gifts

Managing recurring gifts in your Tithely account has never been easier. Follow these simple steps to filter recurring gifts by specific funds and view all active contributions.

How to Filter Recurring Gifts
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  1. Log into Your Tithely Account

  2. Select Giving from the menu on the left-hand side of the dashboard

  3. In the Giving menu, choose Recurring Giving to view recurring donations.

    • Fund: Select a specific fund from the dropdown to view recurring gifts designated to it.

    • Status: Filter gifts based on their current status:

      • Failed

      • Canceled
      • Skipping
      • Active
    • Schedule: Sort gifts by recurring schedules, such as:
      • Weekly
      • Biweekly
      • 1st & 15th
      • Monthly
      • End of Month
    • Next Gift Date:
      • On or After: Specify a starting date.
      • On or Before: Specify an ending date.
    • Location: Filter by a specific campus or location if applicable.
  4. After selecting the desired filter, click Apply to display the results

  5. To print the filtered list, press:

    • Ctrl + P on Windows
    • Command + P on MacPrint Your Filtered List (Optional): 
    • Follow the on-screen prompts to print or save the list as a P