Understand: RallyUp Reports
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.
Organization-Level Reports
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 my organization-level reports to show only the information I need?
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:
Campaign-Level Reports
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
Where can I find reports for specific Fundraising Activities?
RallyUp also provides specific reports for each Fundraising Activity:
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:
*Terminology may differ according to Campaign settings.
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