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!"

How do I navigate to sheepCRM Payment Summary Report?

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 Finance tab from options below the navigation bar

Select from Last/This/Next Year

What data does the Payment Summary include?

Within this report, the data includes, but is not limited to, grouped by the type and month, the following payment types:

Expected, Membership, Ticket, Invoice, Bookable, Page Doc, Donation, Scheduled

These totals are monthly (in GBP)

Cannot be exported at this time.

What is a Payment Summary Report? (non multi-currency)

This report will show a summary of the payments made during a specific timeframe, only listing payments made in the default currency used by your flock. These payments will be grouped by their type - invoice, direct debit, cash, scheduled, failed, etc.

Why doesn't this Report list Payments made in other currencies?

If your flock accepts more than one currency you should use the standard Payment Summary (multi-currency) report above, which will split all transactions into different currencies.

See here for more information on Finance Settings

See here for more information on Contacts Payments, Mandates and Subscriptions

See here for more information on Tracking Payments for Memberships

See here for more information on Events Payments for Bookings and Tickets