In this article, you'll learn:
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.
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.
Note: The "Created" filter also includes updates. You can distinguish between created and updated wallets after exporting by comparing the initial balance and current balance. If the values are the same, the wallet was created; if they are different, the wallet has been updated.
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
The liability report will help you monitor your deferred revenue by tracking unredeemed balances. For a more detailed explanation of this report, click here.
After clicking on the Export Report, a window will appear where you can:
Select a Date
Choose the starting date for the data you wish to include in the report. This allows you to focus on transactions and liabilities from a specific point onward.
Custom Selection
Enable this option to refine further the data included in the report. You can choose from the following categories:
Gift Cards:
Issued manually
Purchased in-store
Purchased online
Bulks (with the option to select specific bulks)
Other
Store Credit:
Rise.ai refunds
Issued manually
Workflows
Bulks
Other
Once you've made your selections, click Export to download the report.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box