Introduction for reviewers
If you want to view general Giving reports but not all the details, the Giving reviewer role is perfect because you can view the dashboard and pledge campaigns. This guide provides an overview of that access.
Tip
If you cannot log in, follow the steps in the Log in to Planning Center article.
Dashboard
The Giving dashboard allows you to review high-level donation information from the selected campus and within the specified date range. Once the campus and date range are set, you can 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 sources, types of giving (direct from donor or other non-deductible sources), payment channels, and funds used in the filtered date range.
If needed, you can print the Dashboard report by selecting Export at the top of the page, followed by Print View.
Pledge campaigns
You can view any current, upcoming, or concluded pledge campaigns.
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When you select a campaign, you can see the pledge progress and a breakdown of pledged and given donations.
Get help and support
Any time you have questions, Planning Center's support team is here to help! Use the ? question mark icon in the toolbar to open the Help and support sidebar.
From here you can:
Search online documentation for an instant answer to your question. The toolbar also suggests help articles based on the page you are currently viewing.
Access getting started resources or jump into Planning Center University (PCU). You can also connect with other Planning Center customers in the customer communities and see what's new by checking out the changelog.
Connect with a support agent for one-on-one help. You can email them directly from the toolbar, or schedule a phone call if you prefer.
Depending on which Planning Center product you're using, you can also contact support directly from the corresponding mobile app:
Services/People: Tap your profile icon in the top right, then tap Help to access help articles or open a ticket with support.
Check-Ins: Tap the ⚙️ settings icon in the bottom right, then tap Contact Support to open a ticket with support.
Music Stand: Tap the menu icon (three horizontal lines) in the top left, then tap Help to access help articles or open a ticket with support.
Organization administrator requests
The following Support requests can only be made by organization administrators:
Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
Gain access to anything that was created and managed by someone else in the account
Restore or fully delete a canceled account
Request access to Giving (if there are currently no Giving administrators in the account)