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 Members Renewing 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 Members Renewing Report?
This report provides a record of Memberships that have a renewal coming up, 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 on the member to view more information directly in their 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