Executive Summary Report
In order to access the Executive Summary Report, start by expanding the Utilities function which is found at the bottom of the Sumac menu.
Once Utilities is expanded, click on "Customize Database".
In order to manage settings specific to each module in Sumac, you must select "Preferences" once the Customize Database function has been expanded:
Once these options have been selected, you will be greeted by the Preferences page. Please proceed to click on Reports.
Under the Reports Tab, you will find the Executive Summary Report option:
Select the day of the month you wish the report to run automatically, type in the email addresses of the recipients, and set your threshold for major gifts.
You could use the calendar year or the fiscal year for the Executive Summary Report. The calendar year is the default option.
In order to enable the fiscal year option, open the General tab in Preferences:
In order to enable the fiscal year option, open the General tab in Preferences:
Check the box to use the fiscal year and indicate the start month and day for your organization's fiscal year. The fiscal year will now be used for the Executive Summary Report, the Fundraising Effectiveness Report, and the donor, donation, and membership statistics on the Sumac Dashboard.
Click OK to save the settings. You will then be prompted to restart Sumac for the changes to take effect.
The Executive Summary report will be automatically generated and sent out each month.
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