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 a time!"

How do I navigate to sheepCRM New Members 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 Membership tab from the options below the navigation bar

What is a New Members Report?

This report provides a detailed record of New Memberships records that have been created (NOT brand New Members to your Organisation), based on the time period you select, including their name, status and plan, together with the revenue associated with this to help identify any awaiting payment for example.

*This can be exported as an XLS file.

You can click directly on the members if you need to see more information as this will open their full contact record.

See here for more information on Membership Terminology used within sheepCRM

See here for more information on Membership Reports

See here for more information on the Membership Directory

See here for more information on Membership Lifecycle Events

See here for more information on Advanced Membership Plans (for sheepApp Users)

See here for more information on Settings: Membership defaults & options