Reports can be accessed through the Admin Panel by selecting Reports on the left-hand side.

Organizing Your Reports

Admin Reports allows administrators to generate, view, customize, and export complex reports to track any element of their campaign. There are approximately 15 reports, all revolving around donation and member/fundraiser information. Admin reports sports a tabbed interface, allowing multiple reports to be open at the same time. The first and default tab is "Reports Home", which features a list of all the available reports. To the left of this list, the same reports appear categorized in folders. To open a report, you can select it either from the reports list or the folders.

We recommend using the “My Favorites” feature so each user who logs in can easily see the reports they use most frequently. To add a report to “My Favorites”, open the report and then click on “Add to Favorites" in the top bar.

Your favorite reports will appear in the top folder "My Favorites" to the left of the main reports window. Please note, “My Favorites” will only have the view for this specific user.

To create a view that spans the organization you can use Tags.  For example, if you want to identify the best reports to be used by Finance you can create a ‘Finance’ tag. You would do this by selecting the report and then going to “Select or add tags” from the top bar.

Your tags will appear in reports list, under the tags column. You can filter the reports list to display only those with a specific tag using the "Filter by Tag" dropdown above the reports list.

Report Versions

Many reports have two versions: one version will apply to the given campaign and the other will apply to all campaigns within the platform. These latter reports are differentiated with the term “ALL CAMPAIGNS” in their description.

For customers who have multiple platforms, each platform will have its own applicable ALL CAMPAIGNS report. For a report that pulls information for all campaigns in the organization, a request would have to be submitted for a custom report.


Running Reports

Once you open your chosen report, there you will be able to filter your report by date and campaign to filter down to the specific data you're looking for. Note: the less data included in the report, the quicker it will load. After you've set your parameters, there are three ways you can run your report:

1. Run Report

This will allow you to run the complete report and see it in the Admin Panel window. Through this view you will be able to do the following:

2. Run CSV Download

This is generally used for reports that contain a large amount of data. The report will automatically download and appear in your computer's “Downloads” folder (unless this has been changed by the Administrator). While the report is being run, a pop-up will display indicating the report is being pulled. Press OK to move past the pop-up box.

3. Queue Report

This queues the report to run in the background. When the report is ready, you will be notified via email with links to either download the report or load it within the Admin Panel Reports interface for further customization. While the report is running in the background, that report will be disabled in the Admin Panel for that administrator. The administrator can run other reports during this time, can continue working in other Admin Panel interfaces or browser windows, or close the browser window entirely without affecting the queued report.

Report Timeout Information

Reports run for 30 seconds before timing out. If that time is reached, the administrator will be notified in a popup and given the following options:

  1. Narrow the search criteria (the report parameters) for a smaller dataset and try again
  2. Queue the report to run in the background

If the report is queued, when the report is ready, the administrator will receive an email that includes links to either download the report directly or load it within the Admin Panel Reports interface for further customization. While the report is running in the background, that report will be disabled in the Admin Panel for that administrator. The administrator can run other reports during this time, can continue working in other Admin Panel interfaces or browser windows, or close the browser window entirely without affecting the queued report.


Export Options

The reports interface provides various export options to ensure you can get your report into whatever destination you need. You must have run a report before you are able to execute on these options.


Individual Reports

Rallybound Billing Report

Donations

Payment Type

Payment Count

Payment Total

Refund Count

Refund Total

Fees

Net

Amex

98

14661.19

 

 

188.75

14472.44

Discover

9

439.51

 

 

5.34

434.17

MasterCard

54

3182.12

 

 

51.54

3130.58

PayPal

 

 

 

 

 

 

Unknown

 

 

 

 

 

 

Visa

205

19434.35

 

 

234.71

19199.64


General

Note: Total amount raised by team captains (and by extension: all team members, all fundraisers) includes donations made directly to a team. This amount is not included in the total for team members excluding captains.

Members

Salesforce

Teams


Data Fields

Common data fields that are stored include:


Data Dictionary

  1. DonationID : RallyBound ID of the donation.

  2. TransactionID : RallyBound ID of the transaction (registration fee/donation).

  3. Payment ID - RallyBound ID of the payment record (for either a donation or registration fee).

  4. Registration ID - RallyBound ID of the registration record. Record can be found in People > Registrants tab.

  5. Donor ID - RallyBound ID of the donor record. Record can be found in People > Donors tab.

  6. Group Member ID - Group Member ID is the member record ID (ex: donor record, registration record) in a campaign group.

  7. RallyBound Member ID - RallyBound Member ID is the member record ID (ex: donor record, registration record)  in RallyBound system. If the campaign is in a group, then same as Group MemberID.

  8. Payment Amount - Total amount of the transaction. Say you have registration fee($25) and you made an additional donation($25). In this case, the payment amount will be $50.

  9. Amount - Amount paid for each individual action. In the case above, the amount for each transaction (registration and additional donation) will be $25 each.

  10. User ID - ID of the user record. DonorID for donor record and Registrant ID for registrant record.

  11. Member ID - ID of the member record either fundraiser of attendee. In any case the registrant ID (not registration record ID).

  12. Payment Date - Date the payment was made. In case of offline donation(check/cash), the payment date will be the date when the check/cash donation was received.

  13. Date - Date the donation was added. In case of offline donation(check/cash), the date will be the date when the donation was entered in the system.

  14. HeDonated - Amount the registrant donated as a donor.

  15. HeDonated Reg - Amount the registrant donated during registration (Additional donation amount).

  16. Registered by first name, registered by last name (when is this different than the first name and last name fields?) - On step 3 of the registration, a registrant can add additional registrants on their team. For all the additional registrants, the registered by name will be the primary registrant name.

RallyBound IDs

Campaign Name

Description

DonationID

ID given for each donation that occurs

RegistrationID

ID given for each registration record created

PaymentID

ID Associated with a payment. There can be one Payment ID for several transactions (multiple donations and registrations)

Refunded PaymentID

ID Associated with a refunded payment. When a refund occurs there will be a Payment ID and a Refunded Payment ID issues.

Recurring Donation ID

ID Associated with a recurring donation

TransactionID

ID/code that comes back from the processor after a transaction. Similar to the Payment ID where it can be tied to more than one transaction (donation/registration) but indicates the transaction took place at one time.

Donor UserAccountID


DonorID

ID associated with a donor.

UserAccountID or Global Member ID/Group Member ID

ID Associated with a useraccount. This is anyone in the system: donor, registrant or contact. This is different from a registrant or donor ID. This is the universal ID given to a contact across an organization.

MemberID

ID associated with a fundraiser.

GoalID

ID Associated with a goal

TeamID

ID Associated with a team

TeamGoalID

Team's Goal ID

Donation To GoalID

A Goal ID to whom the donation was credited.

TicketID

ID Associated with a ticket.

StatementID

ID given for each statement, or billing invoice, that goes out.