There are few standard reports that the Fundraising Accelerator includes to help you manage your regular giving campaigns.
To access, open the Reports app or tab.
Select All Reports and then locate the ProntoGiving Reports folder.
A few key reports are:
Active RGs for Deceased Contacts
This report lists any regular giving opportunities that are active but whose associated contact has been flag as deceased. You should run this report in a regular basis (at least monthly), and close off any associated opportunities.
Active RGs with Expiring Credit Card
This report lists any regular giving donations that are associated with a payment source whose credit card is due to expire in the next 30 days.
You should run this report in a monthly basis and use it to contact the associated supporters so that you can get updated credit card details from them.
Recurring Donations to be Processed Today
This report lists any recurring donations that are due for payment processing today. Whilst the generation of regular giving opportunities and their associated payment processing is largely automatic, this report can still be useful to see the activity within the system.