Export All Rewards Data From Referral Rock Into an Excel workbook for Liability Reporting

The Scenario

It's the last day of the fiscal quarter. The finance analyst has been asked to calculate the total outstanding reward liability before books close. Her CFO estimates the figure is somewhere around $18,000 — she needs to confirm the exact number, broken down by reward type and status, and have it in an Excel workbook by 5 PM.

The rewards data is in Referral Rock. She's been in the platform once before, to verify a single payout, and found the reporting UI not quite right for what she needs.

The bad version:

• Navigate to Referral Rock reports, filter to pending rewards, export a CSV.
• Open it in Excel, realize it doesn't include redeemed rewards — export a second CSV.
• Combine both exports in Excel, run Power Query to deduplicate and add a reward-type column from a third lookup.

Two CSVs, Power Query, a dedup pass, and it's already 4:30.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and pulls every reward record from Referral Rock — issued, pending, and redeemed — into a single worksheet with the fields the finance team actually needs.

Import all pending Referral Rock rewards into this worksheet with member email, reward type, amount, and issue date in columns A through D

What You Get

• One row per reward — member email, reward type (cash, gift card, coupon, etc.), amount as a number, issue date.
• No duplicate rows from overlapping exports.
• The workbook is ready for a PivotTable by reward type and status in under two minutes.

What If the Data Is Not Quite Ready

You need all statuses — not just pending — so finance sees the complete liability picture

Pull every Referral Rock reward record — pending, issued, and redeemed — into this worksheet with member email, reward type, amount, status, and issue date in columns A through E

The CFO also wants to see which program each reward came from

Import all pending Referral Rock rewards into this worksheet with member email, program name, reward type, amount, and issue date in columns A through E

Amounts are in mixed currencies and need to be converted before the liability total is meaningful

Pull all pending Referral Rock rewards into this worksheet with member email, reward type, original amount, currency code, and issue date; convert non-USD amounts to USD using the rate in cell B1 of the FX worksheet and write the converted amount into column F

Pull all rewards, calculate total liability by type, and write a summary in one shot

Import all pending and issued Referral Rock rewards into the Rewards worksheet with member email, reward type, amount, and status; then in the Summary worksheet write the total pending liability and the total issued-but-unredeemed liability grouped by reward type

A single prompt that ends with a summary worksheet means the CFO gets the liability breakdown without asking the analyst to build it as a separate step.

Try It

Open your quarter-end financial review workbook and get the 7-day free trial of SheetXAI. Ask it to pull all Referral Rock reward records and calculate the outstanding liability by type. Related reads: fetching pending payout data for AP reconciliation and auditing reward rules — both in the Referral Rock hub.