Clickable links in reports & show contacts
Many Sumac reports now have clickable links to records and a Show Contact(s) button that will open a search window listing all Contacts in the report.
An example of this new feature can be found in the donations area. To see an example, navigate to Fundraising in your Sumac Database. Click on Donations
Perform a search to find the donations you want to include in your report. Then expand Analyze & Report and select the Contact Types report.
Select the appropriate Contact Types and date range. Notice that the Contacts listed in your report are in blue. Click one and the Contact record will open.
Also notice the Show Contact(s) button near the bottom right of the report window. When you click on Show Contact(s), a search window will open displaying all of the Contacts in the report.
Only reports that do not aggregate Contact information display this feature.
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Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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