# SheepCRM Help Centre

> Help center for sheepCRM

## Status, News, Issues

- [What's new in sheepCRM?](https://help.sheepcrm.com/en/articles/1839428-what-s-new-in-sheepcrm.md): Details on the latest updates in the system and our support services
- [Issues & problems](https://help.sheepcrm.com/en/articles/1029134-issues-problems.md): Reported problems, known issues and recent fixes
- [Technical Changes](https://help.sheepcrm.com/en/articles/16393891-technical-changes.md): Information for developers and API users about what's changed, and what's planned.
- [sheepCRM Newsletter Archive](https://help.sheepcrm.com/en/articles/10010893-sheepcrm-newsletter-archive.md): Here you can find previous newsletters from sheepCRM

## Latest Version, sheepCRM Alpine

- [GoCardless - Automated Payments for Membership](https://help.sheepcrm.com/en/articles/3967215-gocardless-automated-payments-for-membership.md): Explains the automated steps of direct debit mandate activation and payment collection with GoCardless
- [Device, Browser Support & Guidance](https://help.sheepcrm.com/en/articles/1635873-device-browser-support-guidance.md): What browsers work with sheepCRM and important info on devices.
- [Getting Started with sheepCRM](https://help.sheepcrm.com/en/articles/6303705-getting-started-with-sheepcrm.md): A quick overview to get you up and running.
- [sheepApp - What is it?](https://help.sheepcrm.com/en/articles/6678867-sheepapp-what-is-it.md): Describes the core features and uses of sheepApp and introduces ways it can be integrated to your website.
- [sheepApp - Integration Options](https://help.sheepcrm.com/en/articles/6679354-sheepapp-integration-options.md): Describes the options to consider for how you integrate sheepApp into your website and other online platforms.
- [Joining the sheepCRM community - Onboarding](https://help.sheepcrm.com/en/articles/4535577-joining-the-sheepcrm-community-onboarding.md): A high level overview of what to expect and what will be required from you in order to set-up sheepCRM for your organisation.
- [sheepCRM Onboarding FAQ's & Important Points to understand](https://help.sheepcrm.com/en/articles/9766384-sheepcrm-onboarding-faq-s-important-points-to-understand.md): Clarity about scenarios and expectations for customers preparing for and during onboarding projects.
- [What is sheepCRM?](https://help.sheepcrm.com/en/articles/4918534-what-is-sheepcrm.md): A story to provide an overview of why it exists, what it is and what it does
- [sheepCRM Support](https://help.sheepcrm.com/en/articles/5052922-sheepcrm-support.md): An overview of what support is available and responsibilities
- [sheepCRM system structure - overview](https://help.sheepcrm.com/en/articles/5056402-sheepcrm-system-structure-overview.md): The key parts of the system for you as users
- [sheepCRM Services](https://help.sheepcrm.com/en/articles/7857482-sheepcrm-services.md): This article provides an overview of our additional services, costs and any associated important information.
- [Introducing sheepApp to your flock](https://help.sheepcrm.com/en/articles/6960386-introducing-sheepapp-to-your-flock.md): Some guidance and best practice to support you launch sheepApp onto your website and introduce it to your customers \(members, donors etc\).
- [Your migration guide to sheepCRM Alpine](https://help.sheepcrm.com/en/articles/10118170-your-migration-guide-to-sheepcrm-alpine.md): This guide is designed to assist version 5 \(blue\) users in transitioning smoothly to version 6 \(Alpine\) of sheepCRM Alpine
- [Leaving sheepCRM](https://help.sheepcrm.com/en/articles/8436855-leaving-sheepcrm.md): Sometimes \(thankfully not often!\) customers have to end their sheepCRM Licence and leave the sheepCRM community - Here's some important info
- [Which URLs do our security team need to allow in order to use Sheep?](https://help.sheepcrm.com/en/articles/8094470-which-urls-do-our-security-team-need-to-allow-in-order-to-use-sheep.md): Website domains to add to your firewall
- [sheepCRM: Logging in and managing your account](https://help.sheepcrm.com/en/articles/11647694-sheepcrm-logging-in-and-managing-your-account.md): Understanding how to log in and manage your account and security settings.
- [Security Information and Tips](https://help.sheepcrm.com/en/articles/11652792-security-information-and-tips.md): Reminders for how to ensure best-practice security steps are followed and how sheepCRM keeps your data safe
- [Login & Access Troubleshooting](https://help.sheepcrm.com/en/articles/13834154-login-access-troubleshooting.md): Quick reference for admins and trainers
- [Sending SMS messages with sheepCRM](https://help.sheepcrm.com/en/articles/6989012-sending-sms-messages-with-sheepcrm.md): How to send messages directly to your members' phones
- [Contacts: Finding or adding a new contact](https://help.sheepcrm.com/en/articles/6583829-contacts-finding-or-adding-a-new-contact.md): Your contact records store everything that sheepCRM has related to them, providing a single place to manage your members.
- [Search](https://help.sheepcrm.com/en/articles/6895224-search.md): How global search works
- [Contacts: Summary Information](https://help.sheepcrm.com/en/articles/6583838-contacts-summary-information.md): As the name suggests, the summary tab shows brief overview panels of the data sheepCRM has on the contact being viewed.
- [Contacts: Profile & Communication Information](https://help.sheepcrm.com/en/articles/6583861-contacts-profile-communication-information.md): The profile tab collects all of the personal \(or organisational\) information about a contact, including names, location and preferences
- [Contacts: Vehicles / Boats ownership](https://help.sheepcrm.com/en/articles/6583878-contacts-vehicles-boats-ownership.md): The vehicles \(or boats, depending on configuration\) tab shows any vehicles that the contact owns or has added in their sheepApp account.
- [Contacts: Health Information and emergency contacts](https://help.sheepcrm.com/en/articles/6583884-contacts-health-information-and-emergency-contacts.md): The health tab shows all personal medical, dietary and emergency information related to the contact.
- [Contacts: Connections](https://help.sheepcrm.com/en/articles/6583888-contacts-connections.md): The connections tab shows all the other contact records that are related to the current contact.
- [Contacts: Membership\>Summary - plans and information](https://help.sheepcrm.com/en/articles/6583894-contacts-membership-summary-plans-and-information.md): The membership tab shows all membership plans - past, present and future - for the current contact.
- [Contacts: Finance\>Payments, Mandates and Subscriptions](https://help.sheepcrm.com/en/articles/6583905-contacts-finance-payments-mandates-and-subscriptions.md): You can view payments for each module, membership, events etc. by clicking on the appropriate side panel item and clicking payments.
- [Contacts: Privacy and GDPR consent](https://help.sheepcrm.com/en/articles/6583959-contacts-privacy-and-gdpr-consent.md): The privacy tab shows all known consent, legitimate interests and data contracts the contact has agreed to, including any withdrawn.
- [Contacts: Evidence and qualifications](https://help.sheepcrm.com/en/articles/6584116-contacts-evidence-and-qualifications.md): Evidence can be used for recording important qualifications, licenses or declarations - things that generally expire or become invalid.
- [Contacts: Notes and reminders](https://help.sheepcrm.com/en/articles/6584122-contacts-notes-and-reminders.md): Any notes referring to this contact as well as any linked communications \(through sheepCRM drop box\) will be stored in the notes tab.
- [Contacts: Tasks regarding the contact](https://help.sheepcrm.com/en/articles/6584142-contacts-tasks-regarding-the-contact.md): The tasks tab shows all tasks that are about the selected contact. Please note that these are tasks related to the contact.
- [Contacts: Messages Sent to Contact](https://help.sheepcrm.com/en/articles/6584165-contacts-messages-sent-to-contact.md): The messages tab shows all messages - email, SMS, in-app, draft and sent - to the current contact.
- [Contacts: Events, Courses and Payments](https://help.sheepcrm.com/en/articles/6584177-contacts-events-courses-and-payments.md): The Events tab shows all Events and Course bookings, attendance and tickets related to the current contact with payment information
- [Contacts: In-progress and completed Achievements](https://help.sheepcrm.com/en/articles/6584188-contacts-in-progress-and-completed-achievements.md): The achievements tab will show all complete, in-progress and potential achievements for the current contact.
- [Contacts: Flow\>Applications](https://help.sheepcrm.com/en/articles/6584200-contacts-flow-applications.md): The Flow tab will show all applications - regardless of whether they have been submitted or not - that the current contact has created
- [Contacts: Equality, Diversity and Inclusion \(EDI\)](https://help.sheepcrm.com/en/articles/6583909-contacts-equality-diversity-and-inclusion-edi.md): The EDI tab shows all known information about the background, disabilities and work/care responsibilities of the contact record.
- [Contacts: Documents and uploads](https://help.sheepcrm.com/en/articles/6584152-contacts-documents-and-uploads.md): Any files related to the current contact, or uploaded through notes will all appear in the documents tab.
- [Contacts: Admin\> Record Data \(Metadata and Duplicates\)](https://help.sheepcrm.com/en/articles/6584218-contacts-admin-record-data-metadata-and-duplicates.md): Information on the contact, such as creation date and URI. Status of sheepApp user info. External Identifiers and possible Duplicates.
- [Deceased Contacts](https://help.sheepcrm.com/en/articles/8966241-deceased-contacts.md): How to mark a Contact as deceased and prevent any further communications being sent.
- [How do I add an Interest, Tag and or a Badge to a Contact record?](https://help.sheepcrm.com/en/articles/8307059-how-do-i-add-an-interest-tag-and-or-a-badge-to-a-contact-record.md): Learn how to add / remove an Interest, Tag or Badge to a contact record.
- [🪜 Introducing Extensions in sheepCRM](https://help.sheepcrm.com/en/articles/10980074-introducing-extensions-in-sheepcrm.md): A flexible way to store extra information about your contacts
- [Contacts: Audit Log](https://help.sheepcrm.com/en/articles/9652895-contacts-audit-log.md): The Audit Log provides a quick way of auditing any changes to a contact and any of it's associated records.
- [Contacts: Understanding your contact records](https://help.sheepcrm.com/en/articles/6139243-contacts-understanding-your-contact-records.md): Your contact records store everything that sheepCRM has related to them, providing a single place to manage your members.
- [sheepCRM: Tasks on contacts](https://help.sheepcrm.com/en/articles/11509817-sheepcrm-tasks-on-contacts.md): Stay on top of follow-ups, deadlines, and customer requests using Tasks.
- [Settings: sheepApp membership options](https://help.sheepcrm.com/en/articles/6215442-settings-sheepapp-membership-options.md): Follow this guide to help configure your sheepApp membership options, such as allowing multiple memberships and plan changes during renewal.
- [Settings: Finance](https://help.sheepcrm.com/en/articles/6265390-settings-finance.md): Find out how to manage your payment plans and service types, as well configure your invoice, gift aid and general finance settings.
- [Settings: Pages](https://help.sheepcrm.com/en/articles/6288219-settings-pages.md): Multi-purpose templates for static and dynamic sheepApp content.
- [Settings: Organisation Info & Brand](https://help.sheepcrm.com/en/articles/6175040-settings-organisation-info-brand.md): Learn how to configure your organisation details and branding to get the most out of sheepCRM and sheepApp
- [Settings: Managing Achievements](https://help.sheepcrm.com/en/articles/6258903-settings-managing-achievements.md): Achievement types are created in sheepSettings and are used to add to contacts within sheepCRM and sheepTeams.
- [Settings: News Pages](https://help.sheepcrm.com/en/articles/6288203-settings-news-pages.md): News pages are simple pages, text and images, that can be viewed in sheepApp.
- [Settings: Users](https://help.sheepcrm.com/en/articles/6234734-settings-users.md): Learn how to invite Users to your sheepCRM flock, manage their roles or permissions and how to remove any old User accounts.
- [Settings: Comms & Flow\>Templates \(email / SMS / Letters etc\)](https://help.sheepcrm.com/en/articles/6282686-settings-comms-flow-templates-email-sms-letters-etc.md): Email templates allow you to send out automated and bulk emails to your members with ease. Follow these steps to create a new template.
- [Settings: Document Pages](https://help.sheepcrm.com/en/articles/6282774-settings-document-pages.md): Document pages can be used to store different types of documents/files which can be accessed by members or non members via the sheepApp.
- [Settings: Membership defaults & options](https://help.sheepcrm.com/en/articles/6196593-settings-membership-defaults-options.md): Follow this guide to help configure your options for membership, such as membership numbering as well as grace periods and renewal windows.
- [Settings: Index Pages](https://help.sheepcrm.com/en/articles/6287087-settings-index-pages.md): Index pages are directories of a particular resource type accessible via the sheepApp
- [Settings: Configuring integrations with sheepCRM](https://help.sheepcrm.com/en/articles/6161297-settings-configuring-integrations-with-sheepcrm.md): Integrations with sheepCRM provide a range of additional functions or services that allows sheepCRM to become the main source of your data.
- [Settings: Automated-Actions](https://help.sheepcrm.com/en/articles/6266406-settings-automated-actions.md): Create and manage actions to run automatically like sending emails or SMS to contacts through to raising invoices
- [Settings: Email configuration](https://help.sheepcrm.com/en/articles/6196905-settings-email-configuration.md): Follow this guide to help configure the settings for all of your emails being sent from sheepCRM, as well as Sparkpost integration details.
- [Settings: Contact defaults & options](https://help.sheepcrm.com/en/articles/6194413-settings-contact-defaults-options.md): Follow this guide to help configure your options for contact records, such as areas of interest, connection types and default salutations.
- [BCC Email Drop Box](https://help.sheepcrm.com/en/articles/2561164-bcc-email-drop-box.md): How do you copy emails sent from your internal email system into records in sheepCRM
- [Communications: Lifecycle Email Triggers Explained](https://help.sheepcrm.com/en/articles/4539357-communications-lifecycle-email-triggers-explained.md)
- [Email template tips and tricks](https://help.sheepcrm.com/en/articles/1021542-email-template-tips-and-tricks.md)
- [Settings: Courses](https://help.sheepcrm.com/en/articles/8711117-settings-courses.md): Create a pathway to enrolment for your online courses via sheepApp
- [Settings: Segments \> Creating segments](https://help.sheepcrm.com/en/articles/6988409-settings-segments-creating-segments.md): Segments are saved rules that allow you to easily filter, manage and export sections or your contacts, events and members.
- [Settings: Email Sender](https://help.sheepcrm.com/en/articles/10038980-settings-email-sender.md): Multiple email sending accounts and increased bulk email limits.
- [Mailchimp FAQ](https://help.sheepcrm.com/en/articles/4894847-mailchimp-faq.md): Common questions about Mailchimp
- [Communications: Default email templates](https://help.sheepcrm.com/en/articles/4280885-communications-default-email-templates.md)
- [Settings: Manage Processing Operations](https://help.sheepcrm.com/en/articles/11549772-settings-manage-processing-operations.md): This article explains why your flock is using a person’s data
- [Settings: sheepApp](https://help.sheepcrm.com/en/articles/13611627-settings-sheepapp.md): sheepApp settings allow you to set the options for what is visible and available to your sheepApp users when logged in. Such as custom naviagtion and what available options users can see based on y...
- [Settings: Teams Settings](https://help.sheepcrm.com/en/articles/13612070-settings-teams-settings.md): Team settings allow admins to control a number of Global configurable features for teams in both the CRM and sheepApp.
- [Apple & Google Pay via Stripe](https://help.sheepcrm.com/en/articles/9395139-apple-google-pay-via-stripe.md): Accepting payments via Apple or Google Pay is now possible with an active Stripe integration.
- [Custom sheepApp menu navigation](https://help.sheepcrm.com/en/articles/13611243-custom-sheepapp-menu-navigation.md): The custom navigation menu allows administrators to create a customised sheepApp navigation, allowing full control over what links are available and are visible to sheepApp users.
- [Discourse Single Sign On](https://help.sheepcrm.com/en/articles/3111816-discourse-single-sign-on.md)
- [Settings: General\>Fieldsets](https://help.sheepcrm.com/en/articles/8717320-settings-general-fieldsets.md): Export segments via Export to Excel \(XLSX\) using out-of-the-box fieldsets or custom fieldsets set up by you.
- [Frequently Asked Questions around Memberships](https://help.sheepcrm.com/en/articles/4890062-frequently-asked-questions-around-memberships.md): A list of frequently asked questions with answers regarding members and membership plans in sheepCRM
- [Settings: Membership\>Manage Membership Plans](https://help.sheepcrm.com/en/articles/6118056-settings-membership-manage-membership-plans.md): Find out how to view, change, remove and create membership plans for your members to choose from, including internal or hidden plans.
- [Settings: Managing payment plans](https://help.sheepcrm.com/en/articles/6127177-settings-managing-payment-plans.md): Find out how to view, change, remove and create payment plans for your members to choose from, including hidden plans accessible via codes.
- [Contacts: Managing your members](https://help.sheepcrm.com/en/articles/6121203-contacts-managing-your-members.md): We make it easy to manage the details and memberships, past and present, of your contacts to help you run your flock as easily as possible.
- [Moving existing payments to different Membership records or Invoices](https://help.sheepcrm.com/en/articles/4207588-moving-existing-payments-to-different-membership-records-or-invoices.md): If you've changed membership record or generated a new invoice, existing payments may need to be moved to show the amount paid.
- [Membership](https://help.sheepcrm.com/en/articles/9011231-membership.md)
- [Manually renew a membership and request payment](https://help.sheepcrm.com/en/articles/16236811-manually-renew-a-membership-and-request-payment.md): Use this when you need to renew a membership on behalf of a member.
- [Create a backdated or historical membership](https://help.sheepcrm.com/en/articles/16236880-create-a-backdated-or-historical-membership.md): Use this when you need to add a previous membership period to a member's record.
- [Send an invoice to members that are not using sheepApp](https://help.sheepcrm.com/en/articles/16295047-send-an-invoice-to-members-that-are-not-using-sheepapp.md)
- [Manually change or upgrade a membership](https://help.sheepcrm.com/en/articles/16294962-manually-change-or-upgrade-a-membership.md): Use this when you need to move an existing member to a different membership plan during their current membership period.
- [Membership: Quick Questions](https://help.sheepcrm.com/en/articles/16395103-membership-quick-questions.md): Quick answers to common questions about memberships in sheepCRM, including membership status, auto-renewal, renewal windows, grace periods, payment plans, membership dates and other membership term...
- [Events: Configuring an Event](https://help.sheepcrm.com/en/articles/5827937-events-configuring-an-event.md): Learn how to create and configure your events, including making recurring events and setting up tickets for box office sales.
- [Events - How to extend a repeating series](https://help.sheepcrm.com/en/articles/6867574-events-how-to-extend-a-repeating-series.md)
- [Events: Box Office](https://help.sheepcrm.com/en/articles/6022312-events-box-office.md): Learn about managing orders, attendees and general management of your event.
- [Settings: Ticket Types](https://help.sheepcrm.com/en/articles/6282038-settings-ticket-types.md): Ticket types are pre-defined tickets that can be re-used between your events using the same name, description, restrictions and cost.
- [Settings: sheepEvents \> Inline Event Questions \(sheepApp\)](https://help.sheepcrm.com/en/articles/8508816-settings-sheepevents-inline-event-questions-sheepapp.md): How to capture additional data from people booking tickets
- [Settings: sheepEvents \> Follow-On Forms \(sheepApp\)](https://help.sheepcrm.com/en/articles/8953459-settings-sheepevents-follow-on-forms-sheepapp.md): Adding a follow on form to an event for gathering event information
- [Events: Pay for an Event by sheepCRM Invoice](https://help.sheepcrm.com/en/articles/8333199-events-pay-for-an-event-by-sheepcrm-invoice.md): Learn about this specific feature for handing payments for sheepEvents tickets.
- [Events: Box Office FAQ's](https://help.sheepcrm.com/en/articles/8694030-events-box-office-faq-s.md): Frequently asked questions regarding Box Office Events
- [Events: Calendar](https://help.sheepcrm.com/en/articles/9653336-events-calendar.md): A simple read-only calendar for all your sheepEvents. The events calendar in Alpine is currently in Beta.
- [sheepEvents: E-tickets](https://help.sheepcrm.com/en/articles/10576219-sheepevents-e-tickets.md): Scannable event tickets to track event attendance.
- [Teams: Configuring a Team](https://help.sheepcrm.com/en/articles/6043539-teams-configuring-a-team.md): Learn how to create and configure your teams, including assigning staff members to manage and setting joining requirements and procedures.
- [Teams: Your Teams](https://help.sheepcrm.com/en/articles/6044420-teams-your-teams.md)
- [Teams: Adding a new team leader](https://help.sheepcrm.com/en/articles/5831361-teams-adding-a-new-team-leader.md): Team leaders are user accounts with non-admin permissions that can be configured to manage everything related to selected teams.
- [sheepFlow: Managing flow boards and submissions](https://help.sheepcrm.com/en/articles/6299955-sheepflow-managing-flow-boards-and-submissions.md): Membership applications and form submissions from sheepApp can be managed by flow boards, making administration easier and simpler.
- [sheepForms: Creating a form](https://help.sheepcrm.com/en/articles/6259113-sheepforms-creating-a-form.md): Forms and flowboards provide a great way of managing applications, submissions and memberships and getting extra information from members.
- [sheepFlow: Settings](https://help.sheepcrm.com/en/articles/10257937-sheepflow-settings.md): These are the basic settings of the sheepFlow boards.
- [Settings: Venues & Spaces](https://help.sheepcrm.com/en/articles/6286785-settings-venues-spaces.md): Create and manage venues you have access to. Venues can be managed internally by your staff or set to be hireable via sheepApp.
- [Settings: Hireable Assets](https://help.sheepcrm.com/en/articles/6287001-settings-hireable-assets.md): Hireable assets are extra items or amenities than can be added to bookings, while being managed separately so you can keep track of them.
- [Settings: Hiring slot definitions](https://help.sheepcrm.com/en/articles/6287061-settings-hiring-slot-definitions.md): Hiring Slots are periods of time that can be booked for venues in sheepSpaces, supporting multiple venues, restrictions and bespoke pricing.
- [sheepSpaces: Reservations](https://help.sheepcrm.com/en/articles/10097029-sheepspaces-reservations.md): Viewing and managing your sheepSpaces reservations from within Alpine.
- [Contacts: Managing Giving & Donations](https://help.sheepcrm.com/en/articles/6491558-contacts-managing-giving-donations.md): How to manage payments, donations, appeals and gift aid declarations for a contact in your flock.
- [Settings: sheepApp giving options](https://help.sheepcrm.com/en/articles/6407241-settings-sheepapp-giving-options.md): Follow this guide to help configure your sheepApp giving options, such as standard donation amounts and customising member-facing content.
- [Settings: Donation Restrictions](https://help.sheepcrm.com/en/articles/6286845-settings-donation-restrictions.md): Certain Donations may be restricted by criteria or rules for how they can be spent. Apply restrictions to donations to help track this.
- [Settings: Adding appeals](https://help.sheepcrm.com/en/articles/4290788-settings-adding-appeals.md): Appeals can be created and managed in SheepCRM. These can be purely internal, or visible for end-users to donate to through sheepApp.
- [Segments: Manage & Using Segments](https://help.sheepcrm.com/en/articles/6287843-segments-manage-using-segments.md): Segments are fully customisable 'collections' of contacts or other resources which are dynamically filtered based on saved rules.
- [Segments: XLSX \(spreadsheet\) Exports](https://help.sheepcrm.com/en/articles/8979723-segments-xlsx-spreadsheet-exports.md): How to access bulk contact data to prepare for methods of communication and processing tasks
- [Segments - Directory \(Beta\)](https://help.sheepcrm.com/en/articles/9888145-segments-directory-beta.md): Alpine Directory is currently in Beta, if you have any feedback or experience any issues please get in contact with support@sheepcrm.com
- [Reports: Finance](https://help.sheepcrm.com/en/articles/6656199-reports-finance.md): Learn where to access financial data inc. payments, revenue, invoices and partner pay-outs and how to utilize the multi-currency feature.
- [Usage and Action Required reports](https://help.sheepcrm.com/en/articles/7257458-usage-and-action-required-reports.md)
- [Reports: Viewing and filtering your data](https://help.sheepcrm.com/en/articles/6596485-reports-viewing-and-filtering-your-data.md): 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: Giving](https://help.sheepcrm.com/en/articles/8255591-reports-giving.md): Contains reports relative to, Appeals, Gift Aid, Donations and Pledges including contact data and financials
- [Reports](https://help.sheepcrm.com/en/articles/8278991-reports.md): List of all Reports that are available in sheepCRM, overview of data available and links for more detail on each individual section
- [Reports: Communications](https://help.sheepcrm.com/en/articles/6665001-reports-communications.md): Learn where and how to access audit trail information of sent/failed emails and other communications to your flock.
- [Reports: People](https://help.sheepcrm.com/en/articles/8237921-reports-people.md): Learn how to sort, filter and categorise people in your flock by using their personal contact data to form a report.
- [Reports: Usage](https://help.sheepcrm.com/en/articles/8238542-reports-usage.md): Contains reports to detail the system usage, notices and download frequency of documents
- [Reports: Membership](https://help.sheepcrm.com/en/articles/8238640-reports-membership.md): This report provides detailed data and financials on Memberships, active or lapsed, paid or unpaid, new, pending and renewing
- [Reports: Events](https://help.sheepcrm.com/en/articles/8249971-reports-events.md): Contains reports to detail people and events including status of attendance
- [Reports: Forms](https://help.sheepcrm.com/en/articles/8255528-reports-forms.md): Contains reports relative to Forms that have been created including contact data for those who have completed them and status of completion
- [Reports: Spaces](https://help.sheepcrm.com/en/articles/8257851-reports-spaces.md): Reports providing Venue, Activity and Company bookings data together with relative financial information for use of analysis
- [Reports: Finance\>Payment Summary \(multi-currency\)](https://help.sheepcrm.com/en/articles/8409120-reports-finance-payment-summary-multi-currency.md): This article details the breakdown on payment types by currency
- [Reports: Finance\>Payment Summary](https://help.sheepcrm.com/en/articles/8409306-reports-finance-payment-summary.md)
- [Reports: Finance\>Payment List](https://help.sheepcrm.com/en/articles/8409311-reports-finance-payment-list.md): Learn how to access a list of all of your payment records within sheepCRM
- [Reports: Finance\>Deferred Revenue](https://help.sheepcrm.com/en/articles/8409315-reports-finance-deferred-revenue.md): Learn how to find deferred income information for memberships in sheepCRM
- [Reports: Finance\>All Invoices](https://help.sheepcrm.com/en/articles/8409327-reports-finance-all-invoices.md)
- [Reports: Finance\>Unpaid Invoices](https://help.sheepcrm.com/en/articles/8409331-reports-finance-unpaid-invoices.md)
- [Reports: Finance\>Partner Pay-outs](https://help.sheepcrm.com/en/articles/8409340-reports-finance-partner-pay-outs.md): Learn how to find a breakdown of payments for each pay-out from Stripe or GoCardless
- [Reports: Finance\>Payment Plans](https://help.sheepcrm.com/en/articles/8409353-reports-finance-payment-plans.md): Learn how to access, review and report on complete and incomplete payment plans
- [Reports: Finance\>Fundraising/Gift Aid/Donations/HMRC export](https://help.sheepcrm.com/en/articles/8409355-reports-finance-fundraising-gift-aid-donations-hmrc-export.md): Learn how to access payment records marked as donations and for gift aid and other tools such as the HMRC export.
- [Reports: Membership\>Membership Summary](https://help.sheepcrm.com/en/articles/8460627-reports-membership-membership-summary.md): This report provides a summary of data and financials on Memberships, active or lapsed, paid or unpaid, new, pending and renewing
- [Reports: Membership\> Membership Revenue \(accrual\)](https://help.sheepcrm.com/en/articles/8473246-reports-membership-membership-revenue-accrual.md)
- [Reports: Membership\> Members Leaving](https://help.sheepcrm.com/en/articles/8473252-reports-membership-members-leaving.md)
- [Reports: Membership\> New Members](https://help.sheepcrm.com/en/articles/8473258-reports-membership-new-members.md): How do I find a list of new memberships?
- [Reports: Membership\> Pending Members](https://help.sheepcrm.com/en/articles/8473260-reports-membership-pending-members.md): How do I find a list of people that are dropping out from membership sign up?
- [Reports: Membership\> Membership Payment Plan Anomalies](https://help.sheepcrm.com/en/articles/8473263-reports-membership-membership-payment-plan-anomalies.md)
- [Reports: Membership\> Members Renewing](https://help.sheepcrm.com/en/articles/8473268-reports-membership-members-renewing.md): Finding members with upcoming renewals
- [Reports: Membership\> Unpaid Active Memberships](https://help.sheepcrm.com/en/articles/8473270-reports-membership-unpaid-active-memberships.md): How do I find memberships awaiting payment
- [API Rate Limiting](https://help.sheepcrm.com/en/articles/5307497-api-rate-limiting.md)
- [ChatGPT Plugin](https://help.sheepcrm.com/en/articles/8106234-chatgpt-plugin.md): Using AI to interact with sheepCRM