Reporting Admin role — included access and limits

View and download the included gift, campaign, form and deposit reports. It does not provide gift editing, refunds, campaign/form editing, or report-settings administration.

How this role works

This is a predefined administrator role. Partners can assign or remove the role; they cannot enable, disable or customize individual permissions inside it. The Permissions list on the role details page describes what the role includes—it is not a set of editable switches. Multiple assigned roles add their access together.

Role capabilities and access to particular campaigns, forms or tiered pages are separate. For actions on a particular page, confirm the person has that page or its parent campaign/group assigned. Some school-level gift, reporting and settings actions are broader than a page assignment; do not assume a page assignment limits every school-level action. Product availability, transaction status and other task requirements still apply.

Review or change the assigned role

A Superadmin or Fundraising Superadmin can open Online Giving → Administrators → select the person → Role(s). Use Add or Add Another, select the intended role, and choose Update Role(s). Review all roles already assigned before removing or replacing one. Check the relevant Campaign Access, Giving Forms Access or Tiered Landing Page Access section for page assignments. Giving someone a role can grant multiple abilities; choose a role that fits their responsibilities instead of adding a broader role solely to reveal one button.

To read the included capabilities in the interface, open Online Giving → Administrators → Roles → Reporting Admin and expand the Permissions sections. If Roles is located in the consolidated administration menu, use School Dashboard → Administrators → Roles instead. These are reference lists; changing an administrator’s assigned roles happens on the person’s administrator record.

Sending receipts and donor management links

This role can send gift receipts and the donor’s recurring-management link where available and with access to the gift’s campaign or form. Sending a donor link does not grant permission to edit or cancel the recurring gift yourself; the donor makes the change through their private link. Do not treat gift-list access as strictly read-only.

Included capabilities

The following are the capability labels included in this role. They describe access, not separate switches to turn on. Consult the feature’s how-to article for the steps to perform it. Features outside Online Giving also require the appropriate product to be available to your institution.

Campaigns

• View Campaign Settings
• View Campaigns List
• View Campaign Tiered Landing Pages List
• Download Campaign Tiered Landing Page Reports
• View/Download Manage Gift Reports
• Access Campaign Statistics

Giving Forms

• View Giving Form Settings
• View Giving Forms List
• View/Download Manage Gift Reports
• Access Giving Form Statistics

Smart Appeals

• View Smart Appeals Anniversary and Recurring Donors
• Export Smart Appeal Donors
• View Smart Appeals Reporting

Manage Gifts

• View Donations and Recurring Gifts

Reporting

• Manage Donation Reports
• Manage Advocacy Reports
• Manage Deposit Based Reports
• Manage Top Supporters Reports
• Manage Unique Tracking Links Reports

Banking & Deposits

• View Banking & Deposits

Outreach settings

• Download the lists of users who have unsubscribed from unsubscribe topics or overall