The best way to get a report of all Recurring transactions that were declined is to first start off with a Financial Transactions Report. We will need to adjust and filter the report so it contains only declined recurring payments; however, a Financial Transactions Report will provide details as to why a transaction was declined, and the number of times it was declined. 

To start, click on the New Report button on the main Overview screen:

Next, select Financial Transactions as the report type:

The default template is the standard template to use that we will make a few adjustments to:

Next, you will select whichever campaign this report is for, followed by the form, and what timeframe you would like the results for. If you want to build an all campaign/all form report, you must start out with one campaign first to define the report:

Once the report is defined, you can add additional campaigns in Section 1 by clicking "Add Forms":

If you'd like to report on all campaigns, then select "all campaigns." If you'd like to build this report for a few campaigns, select the next campaign that you'd like to report on and click Save:

Additionally in Section 1, there is the option to show unsuccessful transactions. Since we are building a decline report, we will need to enable that option. Next to "Advanced Settings" click on the pencil button:

Select the top option that will include the failed/declined transactions and click Save:

In Section 2, you're going to add 2 columns: Payment Schedule Type and Payment Status. Both columns are located within the Money category:

Payment Schedule Type will list whether the transaction is an Installment or Ongoing plan. The Payment Status is the response from the gateway, which will list if the transaction is declined and the reason for the decline.

In Section 3, you're going to add 2 filters in order to get a list of ONLY recurring transactions that were NOT successful. Click "Add Filter":

The first filter to add is Payment Schedule Type, which is in the Money category:

After selecting the column, select the Criteria to be "is not empty." This will remove all of the one-time donations:

The next filter, Payment Status, is also within the Money Category. Select Payment status, make the Criteria "is not," and the Response will be "Success":

This will remove all of the processed transactions and leave you with the list of failed transactions for recurring plans.

If you want this report sent to you, you can set up a delivery schedule in Section 5. Click the "Add Schedule" button:

Set the delivery schedule (daily, weekly, monthly) and add the email address to send the report to and click Save:

The final step is to make sure you Save the report. On the left-hand side there is a menu that will allow you to create a new report, run your current report, download your current report, and save the report. Click the "Save Report As" button to save the report:

Now you'll receive a report on the decline status of the payment plans. 

If you have any questions, please reach out to our team at enterprise-support@givegab.com.
​