Export detailed donation and donor reports from RallyUp in CSV format. Track contributions, fees, and donor details for reconciliation and tax records.
RallyUp allows nonprofits to export detailed reports of all donations, donor information, and transaction fees in CSV format for use in Excel or Google Sheets. These reports help you track contributions, reconcile your campaign finances, and maintain donor records for tax purposes.
How to Export Reports
Before you begin: Make sure you have access to your Campaign dashboard and know which report type you need (Donations, Donors, or Ledger).
Understand: What Exported Reports Look Like
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
- Select View Donations.
- Use the Donations, Donors, and Ledger tabs to navigate between report types:
- Click Export in the lower-left corner to download your report:
What’s Included in Each Report Type?
Donations Report
Best for: Tracking individual transactions and payment details
Key fields included:
- Payment ID and donor information
- Contribution and payment dates
- Donation amount breakdown (flat donations vs. item purchases)
- Fee details (RallyUp fees, processing fees, fees paid by donor)
- Payment status and processor (Stripe or PayPal)
- Custom fields and donor comments
Donors Report
Best for: Managing donor relationships and total giving
Key fields included:
- Donor name and email
- Total gross and net contributions
- Last contribution date
- Unique donor ID
Ledger Reports
Best for: Financial reconciliation and accounting
Available reports:
- Transaction Ledger: Summary of all payments and refunds
- Transaction Items Ledger: Itemized breakdown of purchased items (tickets, Raffle entries, merchandise)
Key fields included:
- Payment/refund details
- Fee breakdown
- Net amounts received
- Fund codes and currency information
How Do I View Details for a Single Donation?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
- Select View Donations.
- Hover over the donation/donor you want to view.
- Click the three-dot icon on the right.
- Select View Details:
Frequently Asked Questions
What format do exported reports download in?
Reports download as CSV (comma-separated values) files that open in Excel, Google Sheets, and other spreadsheet programs.
What does an asterisk (*) mean in the donation amount?
If only asterisks appear: The donor made a per-unit A-Thon pledge with no maximum limit, so the amount depends on Participant activity. The final donation amount will not display until the A-Thon is completed and Participant activity is finalized.
If amount has an asterisk: The donor set a maximum pledge limit—this shows the highest possible contribution. The final donation amount will not display until the A-Thon is completed and Participant activity is finalized.
Can I track early donations received before my Campaign launched?
Yes. Go to Campaign Setup → Options → Campaign Options, then enter your early donation total in the designated field. This amount appears in reports labeled as “Seed Amount” and cannot be changed after going live.
How do I format exported reports for easier reading?
See our guide: Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
What’s the difference between gross and net contributions?
Gross contributions: Total amount donated before fees
Net contributions: Amount your organization receives after platform and processing fees are deducted
Common Use Cases
When to use Donations Report:
- Creating tax receipts for donors
- Tracking payment statuses and processing types
- Analyzing donation patterns by date/time
When to use Donors Report:
- Building donor mailing lists
- Identifying major donors by total contribution
- Tracking donor retention across Campaigns
When to use Ledger Reports:
- Monthly financial reconciliation
- Accounting and bookkeeping
- Verifying fee calculations
- Processing refunds
What Happens Next?
After exporting your report, you can:
- Import the CSV into your donor management system
- Use the data to send personalized thank-you emails
- Generate tax receipts for donors
- Analyze fundraising performance by Component type (e.g., Raffle vs. Storefront)
- Reconcile your books with bank statements
Note: Terminology may vary depending on your Campaign settings and fundraising Component types.