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 List 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 the options below the navigation bar
Select from Last/This/Next Week/Month/Year
What data does the Payment List include?
Within this report, the data includes, but is not limited to, grouped by the date you select, the following field headings:
Payer, Reference, Payment Ref, Type of Payment, Gift Aid, Payment Partner (if any), Total Amount of Payment.
These totals are in GBP only, at this time.
This data can be exported as an XLS file.
What is a Payment List Report?
This report will list every payment made during a specific timeframe, providing the payer's amount, date, type of payment, and contact record.
How do I view the contact information associated with a Payment?
Click the payer's name to bring up a side panel with the data for the contact.
How do I view a list of all Payments in a Report?
The report will limit results to the first 100 - however, all payments can be viewed by exporting the report into a XLS file. You can reduce the timeframe so you do not need to export for most cases. Click on the Export as XLS button to download a full export.
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