> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting a Monthly Report of Declined/At-Risk Recurring Donors

> A recurring (e.g. monthly) report of declined/at-risk recurring donors, built from the Recurring Plans table's "In Arrears" status filter combined with a scheduled export. Covers the recommended columns and the known gap that no decline-reason/failure-message field is exportable.

## 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](/external/support/settings/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.

## Related

* [Understanding the Dunning Flow](/external/support/giving/understanding-the-dunning-flow)
  — for what happens after a plan enters In Arrears and how the
  donor-facing notification sequence works.
* [Creating Scheduled Exports](/external/support/settings/creating-scheduled-exports)
  — for the full scheduled-export mechanics used in Step 3 above.


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