Export subscriptions

For:Administrator

Preview: Export subscriptions

The Excel export lets you step back on all your subscriptions: data crossing, trend analysis, sharing with a treasurer or chartered accountant, periodic archiving.

Run an export

1. 1

   Open the Recurring payments screen

   Menu Finance → Recurring payments (/app/paiements/recurrent).

2. 2

   Choose the status tab

   Select the tab that interests you: In progress, Paused, Expired card, Manual intervention or Completed.

3. 3

   Apply the desired filters

   The export contains only the subscriptions currently displayed. See Filter subscriptions for more precise targeting.

4. 4

   Click on “Export”

   Button at the top right of the list.

5. 5

   Download the file

   The file export_abonnements_DD_MM_YYYY_HH_mm.xlsx is downloaded automatically.

Columns of the exported file

The Excel file contains the following columns, in this order:

Column	Content
Identifier	Unique subscription identifier
Date of creation	Day of subscription
Date of cancellation	Entered if canceled, otherwise blank
Donor’s name	Name of the contact
Donor’s first name	First name of the contact
Donor’s email	Registered email address
Donor’s phone number	Entered if provided
Billing type	Personal / Professional
Company name	Entered if professional
Business identifier	Entered if professional
Billing address	Full address
Monthly amount	Amount deducted each month
Number of scheduled deductions	Planned duration (0 = unlimited)
Payment method	Credit card / Automatic deduction
Platform	Stripe, GoCardless, PayGreen…
Status	In progress, Paused, Expired card, Manual intervention, Completed
Reason	Subscription type (Fund, Pledge, Campaign…)
Tax receipt	Yes / No

Typical use cases

Quarterly review of new subscriptions

Ideal for tracking the growth of your recurring base.

1. 1

   Tab “In progress” (default)
2. 2

   Filter by creation date over the quarter

   From the 1st day to the last day of the quarter.

3. 3

   Export and analyze

   Count the number of new subscriptions, the total monthly amount added, the distribution by platform.

Identify top recurring donors

1. 1

   Tab “In progress”
2. 2

   Filter by minimum amount

   For example 100 €.

3. 3

   Export

   You get the list of regular high-contribution donors — precious for targeted thank-you actions.

Annual review for the board or treasurer

1. 1

   Export each tab separately

   One export per status, to measure where the base stands: how many in progress, how many interrupted, how many completed this year.

2. 2

   Cross-check with the payment export

   See Export for the accountant — the Payments export shows the direct debits actually made, the Subscriptions export shows the commitments in progress.

Reliability audit of the base

1. 1

   Export subscriptions for “Manual intervention” and “Expired card”.
2. 2

   Analyze the reasons

   Which donors have been inactive for a long time? What is the total amount lost in monthly contributions due to them? This helps determine the effort needed to re-engage them.

Best practices

• Filter before exporting: without a filter, the file contains the entire base, which can be heavy and not very useful
• Archive the exports: save monthly or quarterly exports in a dated folder to track evolution over time
• Anonymize if needed: for sharing with third parties, remove the Email, Phone, Address columns before sending
• Check consistency: before sending, open the file and verify that the totals match the indicators shown at the top of the list

Format limits

• The file is a snapshot at the time of export. If a subscription changes status afterwards, the export is not updated — you have to run another export
• The file does not contain the history of direct debits (only the characteristics of the parent subscriptions). For this history, see Export for the accountant on the Payments module side

Going further

• Filter subscriptions
• Export for the accountant — to export the direct debits actually made
• Dashboard — for overall statistics