How to Run Reports
In this tutorial, Catie from RallyUp walks you through how to access and export reports on RallyUp — including Campaign-level reports for individual fundraisers and organization-level reports that pull data across all your Campaigns.
RallyUp’s reporting tools are built for nonprofits that need clear, actionable data on donations, donors, Raffle winners, event attendees, Peer-to-Peer Participants, and more. With customizable columns, saved Custom Views, and CSV export to Excel or Google Sheets, you can get exactly the data you need — whenever you need it.
Time Stamps:
- 00:00 Introduction to Reporting in RallyUp
- 00:06 Understanding Campaign vs Organization Reports
- 00:22 Accessing Campaign Reports
- 00:51 Exploring Donation Reports
- 01:14 Navigating Report Tabs
- 01:35 Exporting Reports
- 01:51 Detailed Report Downloads
- 02:13 Accessing Organization-Level Reports
- 02:38 Types of Organization Reports
- 02:51 Customizing Organization Reports
- 03:25 Saving Custom Views
- 03:55 Conclusion and Next Steps
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