How-to: Export Donation and Donor Reports

Export information about each donation you receive and the donors who gave them.

RallyUp has made it easy to export reports of all of your donations, including all of the information collected on donors and any fees that may apply. You can use this information to learn more about your donors and reconcile your Experience once it’s finished. Reports download in .csv format so you can use Excel or Google Sheets to edit your reports.

What Will My Exported Data Look Like?

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

Export a Report

  1. Select Experiences from the left menu.
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image
  3. Select View Donations*.
  4. Use the Donations* and Donors* tabs to navigate between reports:

  1. Select EXPORT in the lower-left corner of the screen to download a full report: 

Donations Tab

The Donations tab automatically displays the following:

  • Date (date and time the donation was given)
  • Donor Name
  • Donation Amount
  • Status (Paid, Pending, or Voided)
  • Payment Type

Donations Report

The exported report includes the following:

  • Payment ID (unique number assigned to each transaction)
  • Donor Full Name
  • Donor First Name
  • Donor Last Name
  • Donor Email
  • Contribution Date
  • Last Updated Date
  • Paid Date (date/time payment received)
  • Amount (includes donations and Perks purchases)
  • Flat Amount (donations)
  • Item Amount (only applies to Perks purchases)
  • Tip Amount (only displays if you've opted for Unlimited pricing and enabled Donor Tipping)
  • RallyUp Fee (only applies if you elect to pay RallyUp's 7.5% Platform Fee)
  • Processing Fee (charged by the payment processor)
  • Payment Processor (Stripe or PayPal)
  • Fees Paid by Donor
  • After Fees (amount your organization receives after fees are deducted)
  • Status (Paid, Pending, or Voided)
  • Payment Type
  • Processing Type (Managed or Direct Funds)
  • Source (Manual or RallyUp; payment processed through RallyUp or added manually)
  • Fund Code (only applies if you added a Fund Code to your Experience)
  • Anonymous Donation? (Yes or No)
  • Comment (only applies if you allow donors to leave comments when they donate)
  • Cancellation Reason (only applies to canceled donations)
  • Donor ID (unique number assigned to each donor account)

Early Donations

There may be times when you receive donations before your fundraiser starts. RallyUp allows you to add these donations to your records before going live, so they can be included in your total amount raised.

  1. Select Experiences from the left menu.
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image
  3. Select Experience Setup.
  4. Go to Options in the timeline at the top.
  5. Select Experience Options and scroll down to the following section:

The amount you enter here will be included in the Donations report, labeled as Seed Amount in the Payment Type column. Note that this amount can't be changed after you go live. 

Donors Tab

The Donors tab automatically displays the following:

  • Donor Name
  • Donor Email
  • Total Amount Donated 

Donors Report

The exported report includes the following:

  • Donor Name
  • Donor Email
  • Campaign (Experience name)
  • Last Contribution Date (also includes time)
  • Gross Contributions (total amount given)
  • Net Contributions (total amount given minus any fees deducted)
  • Donor ID (unique number assigned to each donor account)

View Details for Individual Donations/Donors

  1. Select Experiences from the left menu.
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image
  3. Select View Donations*.
  4. Hover your mouse pointer over the donor or donation you wish to view and select the three-dot icon on the right.
  5. Select View Details:

*Terminology may differ according to Experience settings.

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