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Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports

Use Excel and Google Sheets formatting tips to quickly gather valuable information from your RallyUp reports.

RallyRallyUp allows you to pull a wide variety of reports and download them as CSV files, which you can open in Excel or Google Sheets. Using spreadsheet formatting tools helps you quickly analyze and organize your fundraising data to gain valuable insights.


What reports can I export from RallyUp?

RallyUp allows you to export comprehensive reports for all fundraising activities, including:

You can download these reports as CSV files and open them in Excel or Google Sheets: Understand: What Exported Reports Look Like. You can download any report as many times as you like.


How do I format RallyUp reports in Excel?

The following links will take you to Microsoft Support articles with step-by-step instructions for common formatting tasks:


How do I format RallyUp reports in Google Sheets?

The following links will take you to Google Help articles with step-by-step instructions for common formatting tasks:


Additional Knowledge Base Articles

How-to: Export Donation and Donor Reports

Understand: RallyUp Reports

How-to: See How Much Each Peer-to-Peer or A-Thon Participant Has Raised


Frequently Asked Questions

Can I export the same report multiple times?

Yes, you can download any RallyUp report as many times as you need. This allows you to create different versions with various formatting, export updated data after your Campaign progresses, or share reports with multiple team members.

What file format are RallyUp reports exported in?

RallyUp reports are exported as CSV (comma-separated values) files, which are compatible with both Microsoft Excel and Google Sheets. CSV files are universally compatible with most spreadsheet applications and data analysis tools.

Do I need special software to view RallyUp reports?

No, you can open RallyUp reports in free applications like Google Sheets or any spreadsheet software that supports CSV files. Microsoft Excel is also compatible, though it requires a paid license or subscription.

Will formatting changes I make affect the data in RallyUp?

No, any formatting or changes you make to downloaded reports only affect your local copy. The original data in your RallyUp account remains unchanged, allowing you to experiment with different formatting approaches without risk.

Can I combine data from multiple RallyUp reports?

Yes, once you’ve downloaded multiple reports as CSV files, you can combine data from different reports within Excel or Google Sheets using standard spreadsheet functions like VLOOKUP, pivot tables, or simply copying data between sheets.

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