Use Crowdfunding reports to organize your records and identify effective fundraising methods.
When Crowdfunding on RallyUp, you can access and export several reports to help you stay organized. You can also use the data to analyze your fundraising methods, pinpoint which strategies were most successful, and create even more successful Crowdfunding fundraisers in the future.
Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
How do I access Crowdfunding reports?
- 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 the information you want to view:
What information is included in the “View Donations” report?
This report allows you to access all donations made to your Campaign and the donors who made them: How-to: Export Donation and Donor Reports.
Many organizations use this information to add donors to a mailing list to share updates or marketing emails with them. You can also use this information to reconcile your Campaign once it’s completed.
What Peer-to-Peer reports are available for Crowdfunding Campaigns?
If you enable Peer-to-Peer on your Crowdfunding Campaign, you can access multiple reports to help you track Participant, Team, and/or prize winner data: Understand: Peer-to-Peer Reports.
Many organizations use these reports to collect contact information, identify top earners, fulfill prize delivery, and more.
What information is included in the “View Crowdfunding Perks” report?
If you enable Crowdfunding Perks, this report allows you to track Perks purchases. This report includes the following:
- Date
- Name
- Amount (how much was paid)
- Perk (Perk name)
- Quantity (how many of the specified Perk were purchased)
- Payment Status (Paid, Pending, or Voided)
If a donor purchases more than one Perk in a single transaction, each Perk type will have its own row in the report. If a donor purchases multiples of the same Perk in a single transaction, the multiples will be shown in the same row and the quantity will be noted.
Many organizations use this report to track how many of each Perk was sold and coordinate delivery if needed. If your Campaign included Crowdfunding and other Components, you can also use this report to determine and what percentage of the overall amount raised came from Crowdfunding.
Frequently Asked Questions
What reports are available for Crowdfunding Campaigns?
Crowdfunding Campaigns include a donations report showing all contributions and donor information, an optional Peer-to-Peer report if that feature is enabled, and a Crowdfunding Perks report that tracks Perk purchases if you offer Perks.
Can I export Crowdfunding reports to Excel or Google Sheets?
Yes, you can export all Crowdfunding reports for use in Excel or Google Sheets. These exports help you organize records, track donor information, and analyze which fundraising strategies were most successful.
What’s included in the Crowdfunding Perks report?
The Crowdfunding Perks report includes the date, donor name, email, amount paid, Perk name, quantity purchased, and payment status. This helps you track Perk sales and coordinate delivery if needed.
How do I track Peer-to-Peer data in my Crowdfunding Campaign?
If you enable Peer-to-Peer on your Crowdfunding Campaign, you’ll have access to multiple reports tracking Participant, Team, and prize winner data. These reports help you identify top earners and fulfill prize delivery.
Can I use reports to determine which fundraising Components performed best?
Yes, you can compare data across different reports to calculate what percentage of your total amount came from Crowdfunding versus other Campaign Components like Raffles, Auctions, or Ticketing & Registration.