I am trying to access reports, data export, etc. Why don’t I see this option?

The options Dashboard, Reports, Donors, Forms, and Resources will appear on the left panel in the Control Panel; the options Settings, Fund Management, Virtual Terminal, Invoices, Managers, Campuses, Design, Data Export, Email Templates, Text Giving, and ChMS Integration are found in the Organization tab drop-down menu; lastly, the Help Desk and Support options are found in the Help Desk tab drop-down menu.

If you need access to one of these options, and you do not see it appearing in the left panel or in one of the tab drop-down menus, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

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