sheepCRM

Learn where to access financial data inc. payments, revenue, invoices and partner pay-outs and how to utilize the multi-currency feature.

Reports: Finance

Usage and Action Required reports

Reports allow you to sort and manage your data in different contexts and date ranges. This data can be viewed or exported for management.

Reports: Viewing and filtering your data

Contains reports relative to, Appeals, Gift Aid, Donations and Pledges including contact data and financials

Reports: Giving

List of all Reports that are  available in sheepCRM, overview of data available and links for more detail on each individual section

Reports

Learn where and how to access audit trail information of sent/failed emails and other communications to your flock.

Reports: Communications

Learn how to sort, filter and categorise people in your flock by using their personal contact data to form a report.

Reports: People

Contains reports to detail the system usage, notices and download frequency of documents

Reports: Usage

This report provides detailed data and financials on Memberships, active or lapsed, paid or unpaid, new, pending and renewing

Reports: Membership

Contains reports to detail people and events including status of attendance

Reports: Events

Contains reports relative to Forms that have been created including contact data for those who have completed them and status of completion

Reports: Forms

Reports providing Venue, Activity and Company bookings data together with relative financial information for use of analysis

Reports: Spaces

This article details the breakdown on payment types by currency

Reports: Finance>Payment Summary (multi-currency)

Reports: Finance>Payment Summary

Learn how to access a list of all of your payment records within sheepCRM

Reports: Finance>Payment List

Learn how to find deferred income information for memberships in sheepCRM

Reports: Finance>Deferred Revenue

Reports: Finance>All Invoices

Reports: Finance>Unpaid Invoices

Learn how to find a breakdown of payments for each pay-out from Stripe or GoCardless

Reports: Finance>Partner Pay-outs

Learn how to access, review and report on complete and incomplete payment plans

Reports: Finance>Payment Plans

Learn how to access payment records marked as donations and for gift aid and other tools such as the HMRC export.

Reports: Finance>Fundraising/Gift Aid/Donations/HMRC export

This report provides a summary of data and financials on Memberships, active or lapsed, paid or unpaid, new, pending and renewing

Reports: Membership>Membership Summary

Reports: Membership> Membership Revenue (accrual)

Reports: Membership> Members Leaving

Reports: Membership> New Members

How do I find a list of people that are dropping out from membership sign up?

Reports: Membership> Pending Members

Reports: Membership> Membership Payment Plan Anomalies

Reports: Membership> Members Renewing

How do I find memberships awaiting payment

Reports: Membership> Unpaid Active Memberships

James Webster

Joe Jeffries

sheepCRM Reports

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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