How to Run Reports
Unlock your organization’s earning data! With reports, you can track your organization’s earnings from gift card orders and online purchases through RaiseRight. Get started by downloading the Reports Summary PDF and find detailed report descriptions, use cases, and instructions on running reports below.
Reports Guide
Reports
Family Summary and Email List
Family Order Packing Slip by PO
Family Order Packing Slip with Rebates by PO
Order History by Family
Order History by Family and Product
Organization Enrollment Cards
Organization PO Details by Product and Family
Organization PO History by Date
Organization Sales Summary by Product
Organization Sales Summary by Product and Teacher
Earnings Summary by Family
Rebate Summary by Family and PO
Unreleased Family Order Checklist
Family Mail Merge Summary
Online Payment and Shop Online Deposit Slip
Shop Online Earnings by Family
Family Summary and Email List
List of emails and account information for the participants registered to your RaiseRight program
Description
The Family Summary and Email List report lists all participants registered to your RaiseRight program and includes basic information, including their username, email address, account status, registration date, classroom/teacher, student, and the date they linked their bank account to RaiseRight.
Use Case
Use the Family Summary and Email List report to gather basic information about the participants registered to your program. For example, you might want to know how many of your program's participants are active, or which ones have a linked bank account.
Best For
All organizations
Family Order Packing Slip by PO
Gift card orders from a single purchase order (PO), grouped by participant
Description
The Family Order Packing Slip by PO report lists all gift card orders from one purchase order, grouped by participant. This report includes the PO’s order number, order date, and payment method. For each participant order, see an itemized list of all gift cards with the quantity purchased and total face value. You’ll also find the total gift card quantity and face value for each order and participant.
Use Case
Use the Family Order Packing Slip by PO to help you distribute physical gift card orders to participants who chose "Ship to Coordinator" at checkout.
Best For
Organizations that allow pay-coordinator and ship-to-coordinator orders
Family Order Packing Slip with Rebates by PO
All gift cards orders and earnings from in a single purchase order (PO), grouped by participant
Description
The Family Order Packing Slip with Rebates by PO report lists all gift card orders from one purchase order, grouped by participant. Like the Family Order Packing Slip by PO report, this report includes the PO’s order number, order date, and payment method. For each participant order, see an itemized list of gift cards purchased with quantity, face value, earnings %, and earnings amount. You'll also find the total gift card quantity, face value, and earnings for each order and participant.
Use Case
Use this report to distribute physical gift card orders to participants who choose "Ship to Coordinator" at checkout when you want to include earnings.
Best For
Organizations that allow pay-coordinator and ship-to-coordinator orders
Order History by Family
Gift card order history and earning totals for each participant in your program during a selected date range
Description
The Order History by Family report lists gift card order history and earning totals for each participant that placed an order during a selected date range. Participant orders are organized by order date and include the order number, payment type, face value, net cost, and earnings. You’ll find each participant’s and your organization’s total order face value, net cost, and earnings in this report.
Use Case
Use this report to reference a participant's payment method (check or online payment) for an order.
Best For
All organizations
RECOMMENDED
Order History by Family and Product
Itemized gift card order history and earning totals for each participant in your program during a selected date range
Description
The Order History by Family and Product report lists gift card order history and earning totals for each participant in your program during a selected date range. This report can be filtered by card type (physical, virtual, Ship to Home) and payment method. It also provides more detail into participant order history with an itemized list of gift cards in each order.
Use Case
Use this report to reference an order when a participant has a question about a purchase on their RaiseRight account.
Best For
All organizations
Organization Enrollment Cards
Printable page of ten cards with your organization name and enrollment code
Description
The Organization Enrollment Cards report is a printable page of ten custom cards with your organization name and enrollment code. This page is compatible with Avery® Template 8371 Business Cards (2” x 3.5”).
Use Case
Download and print this report to easily share your organization’s RaiseRight enrollment code with prospective participants at in-person events or meetings.
Best For
All organizations
Organization PO Details by Product and Family
Review order details from a single purchase order (PO), grouped by gift card and amount
Description
The Organization PO Details by Product and Family report lists order details and totals for each gift card in a single purchase order (PO). All orders are organized by gift card product, meaning they are grouped by brand and amount. Each order includes the order number, order date, family name, and participant email, along with gift card face value, net cost, earnings, and quantity. You’ll find the total face value, net cost, earnings, and quantity for each gift card product.
Use Case
Use this report to tie your inventory to your sales records. This report can help you identify any errors when your inventory doesn’t match your sales.
Best For
Organizations that run inventory programs (i.e., pre-purchase physical gift cards to sell on-site)
RECOMMENDED
Organization PO History by Date
Purchase orders (POs) and their totals during a selected date range
Description
The Organization PO History by Date report summarizes all purchase orders (POs) and your organization’s PO totals during a selected date range. Find the date, face value, net cost, earnings, and totals for each purchase order. The PO order total is calculated by adding the sub total (net cost) and shipping cost, and then subtracting online payments (made by participants). The total cost breakdown for all POs during the period is listed at the end of the report, including shipping costs and online payments.
Use Case
Use this report to gather PO details and shipping costs for your records and bookkeeping purposes.
Best For
Organizations that submit physical gift card purchase orders (bulk orders and family orders)
Organization Sales Summary by Product
Gift cards purchased during a selected date range
Description
The Organization Sales Summary by Product report lists all gift card products (brand and amount) purchased during a selected date range. You can filter this report by gift card type (physical and virtual). For every gift card listed, you’ll find the total quantity purchased, face value, net cost, and earnings. This report includes your organization’s total quantity, face value, net cost, and earnings for all gift card products purchased during the report period.
Use Case
Use this report to find your program’s sales trends. For example, see which gift card products were purchased most by your participants.
Best For
All organizations
Organization Sales Summary by Product and Teacher
Gift cards purchased during a selected date range, grouped by teacher
Description
The Organization Sales Summary by Product and Teacher report lists all gift card products (brand and amount) purchased during a selected date range, grouped by teacher. You can filter the report to include or exclude gift card types (all, physical, virtual). For every gift card listed, you’ll find the total quantity purchased, face value, net cost, and earnings. This report also includes your organization’s total quantity, face value, net cost, and earnings for all gift cards purchased during the report period.
Use Case
Use this report to identify your program’s sales trends by classroom or group. For example, you can see which group earned the most with RaiseRight during a selected date range.
Best For
Organizations with segmented groups or classrooms, such as private schools and athletic leagues.
RECOMMENDED
Earnings Summary by Family
Total earnings per participant during a selected date range
Description
The Earnings Summary by Family report lists total earnings per participant in your organization during a selected period. Find the number of orders and total face value, net cost, and earnings of all orders placed by each participant in your organization. The total order face value, net cost, and earnings are listed at the bottom of the report.
Use Case
Use this report to reconcile earnings from your organization's monthly payouts to individual participants.
Best For
All organizations
Rebate Summary by Family and PO
Total earnings per participant during a selected date range
Description
The Rebate Summary by Family and PO report lists one or all participant earning totals for your organization during a selected date range. Find the number of orders and total face value, net cost, and earnings of all orders placed by one or each participant in your organization. The total order face value, net cost, and earnings for your organization are listed at the bottom of the report.
Use Case
Use this report to tie out earnings from your organization's monthly payouts to individual participants.
Best For
Organizations that share earnings back with their participants
Unreleased Family Order Checklist
A list of outstanding participant orders that are pending payment
Description
The Unreleased Family Order Checklist report lists all outstanding participant orders that are pending payment. The report includes the name, email address, order number, order date, payment method, and order amount. You’ll find the total dollar amount of pending orders at the bottom of the report.
Use Case
Use this report to identify which participants have an unreleased (unpaid) gift card order and the amount they owe you so you can process their order.
Best For
Organizations that allow participants the option to choose "Pay Coordinator" during checkout for gift card orders.
Family Mail Merge Summary
A list of mailing information for participants in your RaiseRight program
Description
The Family Mailing Info report lists contact information for all participants registered to your program. The report includes mailing address, email address, phone number, custom ID, student, delivery method, and classroom for each participant.
Use Case
Use this report to gather contact information for participants registered to your program. For example, you can use this report to quickly find mailing information to distribute checks for earnings payouts.
Best For
All organizations
RECOMMENDED
Online Payment and Shop Online Deposit Slip
Earnings from participants’ orders during a selected date range
Description
The Online Payment and Shop Online Deposit Slip report lists all earnings during a selected date range from your participants' orders, which may include eGift cards, reloaded funds, Ship to Home physical gift cards, and online shopping orders. The report further breaks down each deposit period by week and includes the PO number, confirmation number, participant order number, order date, earnings, deposit date, and deposit amount.
Use Case
Use this report reconcile the earnings from participant orders to your organization's monthly payout.
Best For
All organizations
Shop Online Earnings by Family
Total online shopping earnings for all participants in your organization during a selected date range
Description
The Shop Online Earnings by Family report lists total earnings per participant from shopping online through RaiseRight during a selected date range. For every participant in your organization that earned by shopping online, you’ll find the date earned, earnings amount, shopping trip earnings ID.
Use Case
Use this report to track participants' earnings from shopping online through RaiseRight.
Best For
All organizations
Family Summary and Email List
List of emails and account information for the participants registered to your RaiseRight program
Description
The Family Summary and Email List report lists all participants registered to your RaiseRight program and includes basic information, including their username, email address, account status, registration date, classroom/teacher, student, and the date they linked their bank account to RaiseRight.
Use Case
Use the Family Summary and Email List report to gather basic information about the participants registered to your program. For example, you might want to know how many of your program's participants are active, or which ones have a linked bank account.
Best For
All organizations
Family Order Packing Slip by PO
Gift card orders from a single purchase order (PO), grouped by participant
Description
The Family Order Packing Slip by PO report lists all gift card orders from one purchase order, grouped by participant. This report includes the PO’s order number, order date, and payment method. For each participant order, see an itemized list of all gift cards with the quantity purchased and total face value. You’ll also find the total gift card quantity and face value for each order and participant.
Use Case
Use the Family Order Packing Slip by PO to help you distribute physical gift card orders to participants who chose "Ship to Coordinator" at checkout.
Best For
Organizations that allow pay-coordinator and ship-to-coordinator orders
Family Order Packing Slip with Rebates by PO
All gift cards orders and earnings from in a single purchase order (PO), grouped by participant
Description
The Family Order Packing Slip with Rebates by PO report lists all gift card orders from one purchase order, grouped by participant. Like the Family Order Packing Slip by PO report, this report includes the PO’s order number, order date, and payment method. For each participant order, see an itemized list of gift cards purchased with quantity, face value, earnings %, and earnings amount. You'll also find the total gift card quantity, face value, and earnings for each order and participant.
Use Case
Use this report to distribute physical gift card orders to participants who choose "Ship to Coordinator" at checkout when you want to include earnings.
Best For
Organizations that allow pay-coordinator and ship-to-coordinator orders
Order History by Family
Gift card order history and earning totals for each participant in your program during a selected date range
Description
The Order History by Family report lists gift card order history and earning totals for each participant that placed an order during a selected date range. Participant orders are organized by order date and include the order number, payment type, face value, net cost, and earnings. You’ll find each participant’s and your organization’s total order face value, net cost, and earnings in this report.
Use Case
Use this report to reference a participant's payment method (check or online payment) for an order.
Best For
All organizations
RECOMMENDED
Order History by Family and Product
Itemized gift card order history and earning totals for each participant in your program during a selected date range
Description
The Order History by Family and Product report lists gift card order history and earning totals for each participant in your program during a selected date range. This report can be filtered by card type (physical, virtual, Ship to Home) and payment method. It also provides more detail into participant order history with an itemized list of gift cards in each order.
Use Case
Use this report to reference an order when a participant has a question about a purchase on their RaiseRight account.
Best For
All organizations
Organization Enrollment Cards
Printable page of ten cards with your organization name and enrollment code
Description
The Organization Enrollment Cards report is a printable page of ten custom cards with your organization name and enrollment code. This page is compatible with Avery® Template 8371 Business Cards (2” x 3.5”).
Use Case
Download and print this report to easily share your organization’s RaiseRight enrollment code with prospective participants at in-person events or meetings.
Best For
All organizations
Organization PO Details by Product and Family
Review order details from a single purchase order (PO), grouped by gift card and amount
Description
The Organization PO Details by Product and Family report lists order details and totals for each gift card in a single purchase order (PO). All orders are organized by gift card product, meaning they are grouped by brand and amount. Each order includes the order number, order date, family name, and participant email, along with gift card face value, net cost, earnings, and quantity. You’ll find the total face value, net cost, earnings, and quantity for each gift card product.
Use Case
Use this report to tie your inventory to your sales records. This report can help you identify any errors when your inventory doesn’t match your sales.
Best For
Organizations that run inventory programs (i.e., pre-purchase physical gift cards to sell on-site)
RECOMMENDED
Organization PO History by Date
Purchase orders (POs) and their totals during a selected date range
Description
The Organization PO History by Date report summarizes all purchase orders (POs) and your organization’s PO totals during a selected date range. Find the date, face value, net cost, earnings, and totals for each purchase order. The PO order total is calculated by adding the sub total (net cost) and shipping cost, and then subtracting online payments (made by participants). The total cost breakdown for all POs during the period is listed at the end of the report, including shipping costs and online payments.
Use Case
Use this report to gather PO details and shipping costs for your records and bookkeeping purposes.
Best For
Organizations that submit physical gift card purchase orders (bulk orders and family orders)
Organization Sales Summary by Product
Gift cards purchased during a selected date range
Description
The Organization Sales Summary by Product report lists all gift card products (brand and amount) purchased during a selected date range. You can filter this report by gift card type (physical and virtual). For every gift card listed, you’ll find the total quantity purchased, face value, net cost, and earnings. This report includes your organization’s total quantity, face value, net cost, and earnings for all gift card products purchased during the report period.
Use Case
Use this report to find your program’s sales trends. For example, see which gift card products were purchased most by your participants.
Best For
All organizations
Organization Sales Summary by Product and Teacher
Gift cards purchased during a selected date range, grouped by teacher
Description
The Organization Sales Summary by Product and Teacher report lists all gift card products (brand and amount) purchased during a selected date range, grouped by teacher. You can filter the report to include or exclude gift card types (all, physical, virtual). For every gift card listed, you’ll find the total quantity purchased, face value, net cost, and earnings. This report also includes your organization’s total quantity, face value, net cost, and earnings for all gift cards purchased during the report period.
Use Case
Use this report to identify your program’s sales trends by classroom or group. For example, you can see which group earned the most with RaiseRight during a selected date range.
Best For
Organizations with segmented groups or classrooms, such as private schools and athletic leagues.
RECOMMENDED
Earnings Summary by Family
Total earnings per participant during a selected date range
Description
The Earnings Summary by Family report lists total earnings per participant in your organization during a selected period. Find the number of orders and total face value, net cost, and earnings of all orders placed by each participant in your organization. The total order face value, net cost, and earnings are listed at the bottom of the report.
Use Case
Use this report to reconcile earnings from your organization's monthly payouts to individual participants.
Best For
All organizations
Rebate Summary by Family and PO
Total earnings per participant during a selected date range
Description
The Rebate Summary by Family and PO report lists one or all participant earning totals for your organization during a selected date range. Find the number of orders and total face value, net cost, and earnings of all orders placed by one or each participant in your organization. The total order face value, net cost, and earnings for your organization are listed at the bottom of the report.
Use Case
Use this report to tie out earnings from your organization's monthly payouts to individual participants.
Best For
Organizations that share earnings back with their participants
Unreleased Family Order Checklist
A list of outstanding participant orders that are pending payment
Description
The Unreleased Family Order Checklist report lists all outstanding participant orders that are pending payment. The report includes the name, email address, order number, order date, payment method, and order amount. You’ll find the total dollar amount of pending orders at the bottom of the report.
Use Case
Use this report to identify which participants have an unreleased (unpaid) gift card order and the amount they owe you so you can process their order.
Best For
Organizations that allow participants the option to choose "Pay Coordinator" during checkout for gift card orders.
Family Mail Merge Summary
A list of mailing information for participants in your RaiseRight program
Description
The Family Mailing Info report lists contact information for all participants registered to your program. The report includes mailing address, email address, phone number, custom ID, student, delivery method, and classroom for each participant.
Use Case
Use this report to gather contact information for participants registered to your program. For example, you can use this report to quickly find mailing information to distribute checks for earnings payouts.
Best For
All organizations
RECOMMENDED
Online Payment and Shop Online Deposit Slip
Earnings from participants’ orders during a selected date range
Description
The Online Payment and Shop Online Deposit Slip report lists all earnings during a selected date range from your participants' orders, which may include eGift cards, reloaded funds, Ship to Home physical gift cards, and online shopping orders. The report further breaks down each deposit period by week and includes the PO number, confirmation number, participant order number, order date, earnings, deposit date, and deposit amount.
Use Case
Use this report reconcile the earnings from participant orders to your organization's monthly payout.
Best For
All organizations
Shop Online Earnings by Family
Total online shopping earnings for all participants in your organization during a selected date range
Description
The Shop Online Earnings by Family report lists total earnings per participant from shopping online through RaiseRight during a selected date range. For every participant in your organization that earned by shopping online, you’ll find the date earned, earnings amount, shopping trip earnings ID.
Use Case
Use this report to track participants' earnings from shopping online through RaiseRight.
Best For
All organizations
How to Run Reports
Run reports from your dashboard to gather data and information about your program. Reports are only available on the desktop version of RaiseRight.com.
Step 1: Visit your Coordinator Dashboard
Log in at RaiseRight.com and select Account > Coordinator Dashboard.
Step 2: Click the Reports dropdown in the Main Menu
Select "All Reports" to find a list of report options.
Step 3: Select "Run Report" next to the report you'd like to download
The Report Selection page will load so you can customize your report with filters.
Step 4: Filter your report and select an output format
On the Report Selection page, customize the report even further with filters and by selecting an output format. Note that available filters and output formats vary by report.
Step 5: Click “Run Report”
The report will download to your computer, ready to use!
Get reminders to earn with eGift cards
While shopping your favorite brands’ websites, we’ll alert you if gift card earnings are available. Click "Buy Now" on the extension to log into your RaiseRight account and buy an eGift card. Then return to your shopping window and apply the gift card as payment at checkout.
Earn, then earn again
For many brands, you can earn twice in one purchase by activating online earnings and buying a gift card from RaiseRight to use as payment during checkout.
How It Works
See how to run reports by watching this video.
