Overview
If a recurring donation’s payment fails, WeGive moves the plan into an
In Arrears status while it works through the dunning (failed-payment
notification) sequence. There’s no real-time, event-triggered alert the
moment a payment declines — but you can get a recurring, at-a-glance
report of every at-risk recurring donor by combining the Recurring Plans
table’s In Arrears status filter with a scheduled export.
This is the recommended workaround for teams who want regular visibility
into declined/at-risk recurring donors without checking the dashboard
manually.
Step 1: Open the Recurring Plans table
Navigate to Recurring Plans in your dashboard.
Step 2: Filter by Status: In Arrears
Open the table’s Status filter and select In Arrears. This
captures every recurring plan currently sitting in the dunning sequence
after a failed payment — the exact set of donors you’d want to follow up
with.
Step 3: Turn it into a recurring report
Once the filter is applied, use More → Schedule export (see
Creating Scheduled Exports)
to turn this view into a recurring report. Set the Frequency to
Monthly and enable notifications so the report lands in your inbox
automatically.
Choosing your columns
When selecting export columns for this report, the most useful fields
for following up with at-risk recurring donors are:
- Donor Name / Donor ID
- Email
- Amount
- Frequency
- Payment Method
- Last 4
- Expiration (card expiration)
- Next Due Date
A gap to know about: no decline-reason column in the export
The recurring-plan export does not include a decline-reason or
failure-message column — there’s no field you can add to this report
that tells you why a given payment failed (expired card, insufficient
funds, bank decline, etc.). That detail is only visible per-transaction,
on the individual transaction’s detail page in the dashboard, as an
inline error message.
If you need the specific failure reason for a donor on your report,
you’ll need to look up that donor’s most recent failed transaction
directly in the dashboard — it isn’t something a scheduled export can
surface today.
Last modified on October 7, 2026