How to Run Reports and Reconcile Earnings
Unlock your organization’s earning data! With reports, you can track your organization’s earnings from gift card orders, and online purchases through RaiseRight, and local dines. Get started by downloading the Reports Summary PDF and find detailed report descriptions, a monthly reconciliation guide, and instructions on running reports below.
Reports Guide
Get in-depth descriptions, use cases, and more for each report available on the Coordinator Dashboard.
* = Recommended Report
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
Monthly Deposit Slip*
Non-Gift Card 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
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. You can filter by payment type (online payment and check) and product type (physical, virtual, and Ship to Home). 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)
RECENTLY UPDATED
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. You can filter this report by purchase order type: “All” (entry types: A, I, L, P) and “Only Bank Credits and Debits” (entry types: A, I, P).
You can identify a PO’s entry type based on the first letter of the PO#. See more information about each entry type below:
- Entry type A: Orders created by RaiseRight’s customer support team when we need to process a refund or charge—usually after you contact us.
- Entry type I: Any orders that you roll up on a PO and submit through RaiseRight.
- Entry type L: Orders that are paid for online by your participants and process automatically (eGift cards, gift card reloads, and Ship to Home gift card orders).
- Entry type P: Orders you placed over the phone with RaiseRight.
In this report, you'll 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.
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
RECENTLY UPDATED
Monthly Deposit Slip (Formerly Online Payment and Shop Online Deposit Slip)
Earnings from participant orders during a selected date range
Description
The Monthly Deposit Slip report lists all participant earnings from eGift cards, gift card reloads, Ship to Home gift card orders, online shopping purchases, and local dines during a selected date range. The report further breaks down each deposit period by week and includes the PO number, confirmation number, participant order number, order date, earnings ID, earnings type, 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
RECENTLY UPDATED
Non-Gift Card Earnings by Family (Formerly Shop Online Earnings by Family)
Total online shopping and local dining earnings for all participants in your organization during a selected date range
Description
The Non-Gift Card Earnings by Family report lists total earnings per participant from shopping online through RaiseRight and local dining during a selected date range. You can filter this report by earnings type (shop online and local dining). For every participant in your organization that earned by shopping online or dining locally, you’ll find the date earned, earnings amount, and earnings ID.
Use Case
Use this report to track participants' earnings from shopping online through RaiseRight and dining locally.
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
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. You can filter by payment type (online payment and check) and product type (physical, virtual, and Ship to Home). 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)
RECENTLY UPDATED
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. You can filter this report by purchase order type: “All” (entry types: A, I, L, P) and “Only Bank Credits and Debits” (entry types: A, I, P).
You can identify a PO’s entry type based on the first letter of the PO#. See more information about each entry type below:
- Entry type A: Orders created by RaiseRight’s customer support team when we need to process a refund or charge—usually after you contact us.
- Entry type I: Any orders that you roll up on a PO and submit through RaiseRight.
- Entry type L: Orders that are paid for online by your participants and process automatically (eGift cards, gift card reloads, and Ship to Home gift card orders).
- Entry type P: Orders you placed over the phone with RaiseRight.
In this report, you'll 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.
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
RECENTLY UPDATED
Monthly Deposit Slip (Formerly Online Payment and Shop Online Deposit Slip)
Earnings from participant orders during a selected date range
Description
The Monthly Deposit Slip report lists all participant earnings from eGift cards, gift card reloads, Ship to Home gift card orders, online shopping purchases, and local dines during a selected date range. The report further breaks down each deposit period by week and includes the PO number, confirmation number, participant order number, order date, earnings ID, earnings type, 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
RECENTLY UPDATED
Non-Gift Card Earnings by Family (Formerly Shop Online Earnings by Family)
Total online shopping and local dining earnings for all participants in your organization during a selected date range
Description
The Non-Gift Card Earnings by Family report lists total earnings per participant from shopping online through RaiseRight and local dining during a selected date range. You can filter this report by earnings type (shop online and local dining). For every participant in your organization that earned by shopping online or dining locally, you’ll find the date earned, earnings amount, and earnings ID.
Use Case
Use this report to track participants' earnings from shopping online through RaiseRight and dining locally.
Best For
All organizations
Monthly Reconciliation Guide
How to use coordinator reports to reconcile your organization’s earnings and deposits.
How to tie withdrawals from your organization’s bank account to your RaiseRight Purchase Orders (POs)
To match the withdrawals from your organizations’ bank account with your RaiseRight POs, follow these steps:
- Run the Organization PO History by Date report to view your Purchase Order (PO) history and details.
- Filter Purchase Order Type by “Only Bank Credit and Debits.” This will display only Purchase Orders with an A, I, or P entry type.*
- Enter your date range, select an output format, and click “Run Report” to download the report file to your computer.
- Once you open your report, review the PO total amount field for each PO number.
- Confirm that the PO total amounts on your bank statements match the withdrawals from your organization’s bank account for your Purchase Orders.
*Find more information about PO entry types in the Reports Guide section under Organization PO History by Date.
How to tie the earnings deposited to your bank account with earnings from participant orders
You'll need to use three reports to confirm that your organization’s earnings deposit amount matches earnings from participant orders.
- Run the Monthly Deposit Slip report to view your organization's deposit for earnings from participants’ orders, which includes eGift cards, reloads, Ship to Home gift cards, online shopping purchases, and local dines.
- On the Reports Selection page, enter the payout date range, select an output format, and click “Run Report.”
- Confirm that the total expected earnings deposit (found at the bottom of the report) matches the amount deposited to your organization’s bank account.
Next, follow these steps to tie the total expected earnings amount with participant orders:
- Run the Order History by Family and Product report to view earnings from participants’ gift card orders, which includes eGift cards, Ship to Home gift cards, and Ship to Coordinator orders.
- Filter Payment Type by “Online Payment.”
- Filter Product Type by “Virtual” and “Ship to Home Products.”
- Enter the same payout range you used for the Monthly Deposit Slip report, select an output format, and click “Run Report.”
- Run the Non-Gift Card Earnings by Family report to view earnings from participants’ online shopping purchases and local dines.
- Filter Earnings Type by “All Products.”
- Enter the same payout range you used for the Monthly Deposit Slip and Order History by Family and Product reports, select an output format, and click “Run Report.”
- Confirm that your organization’s deposits from the Monthly Deposit Slip report match the expected earnings amount found in the Order History by Family and Product and Non-Gift Card Earnings by Family reports.
Please note: The “Earned Date” listed for online earnings and dining earnings does not reflect the actual date the transaction took place.
How to determine earnings received from individual participants
To tie earnings from a deposit back to individual participant accounts, follow these steps:
- Run the Rebate Summary by Family report (also known as the Earnings Summary by Family report).
- On the Reports Selection page, enter your payout date range, select an output format (.csv is recommended), and click “Run Report.”
- Once you open your report, identify the Family, Student*, and Earnings columns.
- For each participant, multiply their total earnings (found in the Earnings column) by the percentage your organization shares with your participants.
Example: If your organization shares 70% of earnings back with your participants, someone who earned $1,000 would receive $700 back to use toward tuition, uniforms, etc.
(Tip! Select .csv or .xls as the report output format so you can use formulas to quickly calculate each participant's earnings).
*Please note: The Student column is important to review since earnings from multiple participants may go toward the same student. For example, a student’s grandparent might be earning for their tuition, in addition to the student’s parent. In this case, you’ll find the student’s name in the Student column next to the grandparent's name (found in the Family column). The grandparent’s earnings will go towards their grandchild’s tuition at the time of distribution.
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.
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.
