Help Center Store (Sale)

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Understand: Store (Sale) Reports

Use Store (Sale) reports to organize your records and identify effective fundraising methods.

When running an online Store (Sale) 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 Store (Sale) fundraisers in the future.

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

Access Store (Sale) Reports

  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 Sold Items:

In addition to the report shown above, you can view and export a list of donations and donor information: How-to: Export Donation and Donor Reports. 

View Sold Items

Selecting this option generates information about each Store (Sale) item purchased:

  • Date
  • Name
  • Email
  • Amount (how much was paid)
  • Item (Item name)
  • Quantity (how many of the specified item were purchased)
  • Option(s) Selected (only applies if you allow donors to choose between variations of the same item)
  • Payment Status (Paid, Pending, or Voided)

You can export two reports from this screen:

Sold Items Report

This report gives you information about each person who purchased a Store (Sale) item, including:

  • Date
  • Name
  • Email
  • Amount (how much was paid)
  • Item (Item name)
  • Quantity (how many of the specified item were purchased)
  • Option(s) Selected (only applies if you allow donors to choose between variations of the same item)
  • Payment Status (Paid, Pending, or Voided)

Many organizations use this report to coordinate item delivery if needed. If your Experience included a Store (Sale) and other Activities, you can also use this report to determine and what percentage of the overall amount raised came from the Store (Sale).

If a donor purchases more than one item in a single transaction, each item will have its own row in the report. If a donor purchases multiples of the same item in a single transaction, the multiples will be shown in the same row and the quantity will be noted.

 
 

Order Summary Report

This report gives you information about each Store (Sale) item purchased, including:

  • Item Name
  • Variation (size, color, etc.)
  • Quantity Sold

You can use this report to run analytics on which items were most popular and plan for future fundraisers accordingly.

 
 

 

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