Add "Cancel Date" to CSV export. Due to recent change, now unable to distinguish "Former patrons" with debt from "Declined patrons"

Patreon Feedback Feature Request
1

I’m guessing that this change coincided with that announced in the Updates to your patron count display numbers post.

I just exported a CSV with all active and declined patrons and noticed that there suddenly were a lot more than last time. Looking into it, it seems that all patrons who have deleted their pledge, but had a ‘declined’ status when they did so, are now given the status of “Declined patrons” instead of the “Former patrons” as it was before.

This problem also persists in the relationship manager. When filtering on declined patrons, I now get a whole bunch of people who cancelled their pledge over 2 years ago. I want to message those who recently had their pledge declined, not those who already decided to cancel. But now there doesn’t seem to be a way for me to get this list without looking through each patron’s payment history individually.

Can you please add the “Cancel Date” column from the relationship manager to the CSV export?

If that is not possible:

  1. How can I filter the relationship manager to show patrons with a declined pledge who did not cancel their pledge?
  2. Or can there perhaps be another status in the export, between “Declined patron” and “Former patron”, for this specific group?
  3. Or just go back to how it was, list them as “Declined patron”?
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2

Hey there,

Thank you for posting your feedback. I made a quick filter in PRM that shows declined patrons, sorted by those who don’t have a cancel date. If they don’t have any data in that field, it means they have not cancelled, but are just declined. Next to the title Relationship Manager, you can filter by the last billing period if you just want to see recently declined patrons. Hope this helps!

Brian

3

Thank you for taking the time to look into the issue. I tried your solution, but unfortunately then I still cannot export a list of patrons who have cancelled but are declined. The export contains all of them, with no way to see which are cancelled. I can scroll through them, 50 at a time, but that is a lot of work considering I have 1915 patrons listed as ‘declined’. I want to message the ones that are declined but not cancelled, which is about half. And send a difference message to the rest. Do you mean the only way is for me to manually copy these email addresses, 50 at a time, checking every page if I’ve already reached the part where the list changes to those who have cancelled?

Is it really not possible to add the cancel date colum to the export? This seems like something that would take me about 10 minutes of work on my own website. The data is there, it’s just not propogated to the CSV.

1 Like