Clickable Links in Reports & Show Contacts

Clickable Links in Reports & Show Contacts

Many Sumac reports include clickable links to records and a "Show Contact(s)" button that opens a window listing all Contacts included in the report.

You can see an example of this feature in the donations area. To view it, navigate to Fundraising in your Sumac Database and click on Donations.



Expand the Reports section, then select "Donor," and choose the Contact Type report.

Select the appropriate Contact Types and date range. 



Notice that the Contacts listed in your report are in a highlighted colour.  Click the link to open the corresponding Contact record.

Additionally, you'll see the "Show Contact(s)" button near the bottom right of the report window. When you click this button, a window will appear displaying all of the Contacts included in the report.

This feature is accessible on any reports that do not combine or aggregate Contact information.