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Rise.ai Reports for Accounting and Management

Discover how to access and understand Rise reports from your dashboard

Written by Emilie Levenbach

In this article, you'll learn:

  1. How to export Rise.ai reports

  2. How to export the gift card sales Report

  3. How to export the customer wallet Report

  4. How to export the all activities Report

  5. How to export the liability Report

Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise V2. Please go to this article.

Note: Only store owners and admins can export reports.

* User permissions can be reviewed within 'Settings' -> 'Team & Permissions'

How to export Rise.ai reports

Within your Rise dashboard, go to the Reports section and click on the Export Report button to download the desired report.

How to export the gift card sales report

The Gift Card Sales Report allows you to filter and export data based on specific criteria. For a more detailed explanation of this report, click here.
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After clicking on the Export Report, a window will appear where you can:

  • Created Date
    Choose the time range for when gift cards were created:

    • All (no time limit)

    • Previous Month

    • Last 6 Months

    • Previous Year

    • Custom (select a specific date range)

  • Updated Date
    Filter by the time range for when gift cards were last updated:

    • All (no time limit)

    • Previous Month

    • Last 6 Months

    • Previous Year

    • Custom (select a specific date range)

  • Balance
    Define a balance range to include gift cards with specific remaining amounts. Enter a minimum and maximum balance.

Once you’ve applied the desired filters, click Export to download the report with the selected data.
​
​Note: The "Created" filter also includes updates. You can distinguish between created and updated gift cards after exporting by comparing the initial balance and current balance. If the values are the same, the gift card was created; if they are different, the gift card has been updated.
​


How to export the Customer Wallets Report

The Customer Wallets Report provides insights into wallet activity and balances.
For a more detailed explanation of this report, click here.
​
After clicking on the Export Report, a window will appear where you can:

  • Created Date
    Select the time range for when wallets were created:

    • All (no time limit)

    • Previous Month

    • Last 6 Months

    • Previous Year

    • Custom (choose a specific date range)

  • Updated Date
    Filter by the time range for when wallets were last updated:

    • All (no time limit)

    • Previous Month

    • Last 6 Months

    • Previous Year

    • Custom (choose a specific date range)

  • Balance
    Define a balance range to include gift cards with specific remaining amounts. Enter a minimum and maximum balance.


Once you’ve applied the desired filters, click Export to download the report with the selected data.

How to export the All Activities Report

The All Activities Report provides an overview of all activity within a selected time frame. For a more detailed explanation of this report, click here.
​
After clicking on the Export Report, a window will appear where you can:
​

  • Created Date
    Select the time frame for the activities included in the report:

    • All (no time limit)

    • Previous Month

    • Last 6 Months

    • Previous Year

    • Custom (choose a specific date range)

Once you’ve applied the desired filters, click Export to download the report with the selected data.

How to export the Liability Report

You can export the Liability Report in two ways: CSV report or raw data export.

For a full overview of the Liability Report, click here to learn more.
​

Export options

Export type

What it includes

When to use it

CSV report

Exports the report exactly as configured, based on the selected report date, dimensions, metrics, and filters.
​
The data is grouped and totaled according to the report view.

Use this when you want to download the summarized report shown in the dashboard and confirm totals by source, store, channel, location, or issuance period.

Raw data export

Exports the individual activity behind the report totals, based on the selected report date and filters. Each activity appears as a separate row.
​
The raw export also includes fields such as Related Order ID, Related Order Number, Transaction ID, Funding Transaction ID, Parent ID, and Attribution Event ID.

Use this when you need to investigate the events behind the totals or connect report activity with operational or financial records.

To export the report

  1. Click Export Report in the upper-right corner of the report.

  2. Choose whether to export the CSV report or raw data.

  3. Confirm the email address that should receive the file.

  4. Click Start export.

There is no row limit on exported reports.
​

When the export is ready, Rise sends an email containing a download link. The link expires after two days. If the link has expired, generate a new export.
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If you do not receive the export email, confirm the destination email address, check your spam or junk folder, and allow additional processing time for large exports.

Related articles:

  1. Understanding Rise.ai's Reports

  2. Understanding Your Rise.ai Liability Report

​Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box

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