Keep track of fundraising data with RallyUp reports.
Running reports can provide important insights and help you capture information that you can use to pinpoint successful fundraising methods, note areas of improvement, and update your fundraising strategy. RallyUp provides reporting at both the organization and Campaign level.
What are organization-level reports in RallyUp?
RallyUp provides many comprehensive organization-level reports that can be exported as .csv files and customized:
Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
You can export reports whenever you like, as many times as you want. All exports are sent to the email address associated with your RallyUp account.
Where can I find my organization-level reports?
The Reporting tab in the left menu is where you’ll find all organization-level reports, including donors and donations, Peer-to-Peer Participants and Teams, Campaign items, and more:
Understand: Organization-Level Reports
Can I customize organization-level reports?
You can edit any organization-level report by sorting, applying filters, and adding or removing columns. You can also save any customized report as a Custom View:
What are Campaign-level reports in RallyUp?
Like organization-level reports, Campaign-level reports can also be exported as .csv files and customized:
Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
You can export reports while your Campaign is running or after it’s ended, as many times as you want. All exports are sent to the email address associated with your RallyUp account.
Where can I find my general donation and donor reports?
The View Donations* page is where you’ll find a list of donors and donations, complete with more detailed information (including email addresses, ticket numbers, custom field responses, mailing address, fees, and more):
How-to: Export Donation and Donor Reports
*Terminology may differ according to Campaign settings.
Where can I find reports for specific fundraising Components?
RallyUp also provides specific reports for each fundraising Component:
Ticketing & Registration Reports
What is the Donor Profile report?
The Donor Profiles page includes a report of all donor activity that you can export as a .csv file, including transactions made, Peer-to-Peer registrations, Promoter signups, recurring donations set up, and emails sent:
Frequently Asked Questions
How often can I export RallyUp reports?
You can export reports as many times as you want, whether your Campaign is active or ended. All report exports are sent to the email address associated with your RallyUp account.
What file format are RallyUp reports exported in?
All RallyUp reports are exported as .csv files, which can be opened and customized in Excel, Google Sheets, or other spreadsheet applications.
What’s the difference between organization-level and Campaign-level reports?
Organization-level reports provide comprehensive data across all your Campaigns, while Campaign-level reports focus on specific Campaign data including donations, donors, and Component-specific metrics like Raffle entries or Auction bids.
Can I filter and customize reports before exporting them?
Yes, you can edit any organization-level report by sorting, applying filters, adding or removing columns, and saving customized reports as Custom Views for future use.
Where do I find reports for specific Components like Raffles or Auctions?
Each fundraising Component has dedicated reports accessible from within your Campaign. RallyUp provides specific reports for Raffle, Sweepstakes, Auction, Crowdfunding, A-Thon, Peer-to-Peer, Storefront, and Ticketing & Registration Components.