Congratulations, you are now a Giving Reviewer! A Reviewer 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.
The Giving dashboard allows you to review high-level donation information in the date range you specify. Once the date range is set, view the total amount and number of donations by days, weeks, months, and years.
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The dashboard also includes the number of donors, donations, labels, payment channels (sources), and funds used in the filtered date range.
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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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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.
If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.
From your profile, you can choose which notifications you'll receive.
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.
When you click that, you'll see this helpful dialog box.
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Suggested articles will give suggestions based on the page you're on when you click the question mark.
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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.
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Type in what you're looking for. This will search our online manual and return articles on that topic.
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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.
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.
These requests to Support can only be made by Organization Administrators:
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Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
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Request promotional pricing (legacy plans, church plants, Giving contract promotion)
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Gain access to anything that was created and managed by someone else in the account
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Restore or fully delete a canceled account
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Disconnect a Stripe account
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Request access to Giving (if there are no current Giving Administrators in the account)