Introduction for Reviewers

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Congratulations, you are now a Giving Reviewer! A Reviewer is someone who wants to see general reports but not all the details. You can view the dashboard and pledge campaigns. This guide provides an overview of your access.

Tip

If you're unable to log in, follow the steps in this article.

Dashboard

The Giving dashboard allows you to view donations, new donors, labels, and funds in the date range you specify.

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The dashboard also breaks down the number of donors, donations, labels, payment channels, and funds used in the filtered donations.

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Check out this clip from Planning Center University.

Pledge Campaigns

You can view any current, upcoming, or concluded pledge campaigns .

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When you click a campaign, you can see the breakdown of pledged and given donations.

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Check out this clip from Planning Center University.

Notification Bell

Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by clicking the bell icon.

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If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

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