Please Note: On viewing a Report, please bear in mind that the information displayed is based on the data records determined by the time period you have selected.

"You'll be pleased to know that this is why we have made it super easy to navigate through different date ranges no matter where you are in the Reports section.

You will see, on all Reports, these options along the top:

Arrows skip a month or year at at time!"

See here for more information on Viewing and Filtering your Data.

This article covers fixed reports - you may also use sheepCRM segments for some of your reporting needs. Segments: Using segments | SheepCRM Help Centre (intercom.help)

How do I navigate to sheepCRM Reports?

Go to core.sheepcrm.com and log in to your CRM User account, if not already.

Select Reports tab from the top navigation bar

Select a tab from the options below the navigation bar

What Reports are available within sheepCRM?

Finance

All reports that focus on payments, subscriptions, mandates, donations or invoices will be located in this section. This includes successful and failed transactions.

See Reports>Finance for further info

Communications

This section has reports to show messages sent via sheepCRM to contacts, including any failed messages. Please note that the failed messages report will only show messages that failed to be generated and sent inside sheepCRM - this will not include messages that were blocked due to spam checkers or lost due to incorrect recipient addresses.

See Reports>Communications for further info

People

Contains reports to help sort, filter and categorise your contacts stored in your flock using various metrics based on the contact's location and personal information. Please note that the reports in this section will generally include non-members, the membership section contains member-related reports.

See Reports>People for further info

Membership

This section contains reports showing new, renewing, lapsed, expired and leaving members in your flock. There are also reports showing revenue, anomalies and members who have not yet paid their current membership plan.

See Reports>Membership for further info

Spaces

Reports showing the usage, finance, and invoices for venue and asset hire in your flock. This includes both manual bookings in sheepCRM and reservations made in sheepApp spaces.

See Reports>Spaces for further info

Events

This section contains reports to show attendance for events. Includes both main and group events.

See Reports>Events for further info

Giving

All fundraising reports are in this section, showing the amount of money raised per appeal - including one-off donations and pledges for recurring donations.

See Reports>Giving for further info

Teams

Shows reports listing the changes in the number of members for each team / group in your flock. Also includes attendance reports for group events.

See Reports>Teams for further info

Partners

Contains reports showing data related to third-party integrations with sheepCRM. This includes payments processed by payment gateways and duplicates caused by data in multiple systems.

See Reports>Partners for further info

Forms

This section contains reports showing data related to your sheepForms and submissions made by contacts. This data will be grouped by each form, which can be expanded by clicking on the desired form.

See Reports>Forms for further info

Vehicles

All reports related to vehicle - or boat - information will be in this section. Includes data on ownership and make / modal specifications.

See Reports>Vehicles for further info

Usage

Contains reports on general sheepCRM usage statistics for your staff and flock. Also includes statistics on file and document downloads.

See Reports>Usage for further info