How to use Age Groupings for Reports

How to use Age Groupings for Reports

Age groupings tell Sumac how to group contacts by age when performing a Quick Count report in the Contact list. This is incredibly useful any time you need to pull a report that groups your contacts by age (e.g. reporting to a funder on the age ranges of your clients).

To use Age Groupings, your Sumac Administrator must define your Age Groupings in Lookup Lists.

Setting up Age Groupings

From the Sumac console, click Utilities > Customize Database > Lookup Lists. Choose the Area: Contacts, then choose the Lookup List: Age Groupings. Click New to add a new Age Grouping:

You can set up to 10 age ranges per grouping. Each age range requires a minimum and maximum age.

After you've defined your Age Grouping, click OK to save it. Continue this process for any Age Groupings you want to use when reporting on contacts.

Once defined, these Age Groupings can be used in Quick Count reports. 

Reporting on Age Groupings

For example, if you were reporting on Age Groupings from your Contact List, expand the Analyze & Report menu, and click Age Groupings. Drag the "Age Grouping" option from the Available Fields on the left, over to the Fields to Show on the right.

Select the Age Grouping you want to use for this report, as well as an Effectivity Date.

Effectivity Date is flexible, so if you are running an Age Grouping report and want your contacts ages to be calculated based on the start of the previous month, adjust the Effectivity Date accordingly, and Sumac will use that date when calculating which contacts belong in each age range.
Alternatively, perhaps you want to see a projection of Age Groupings for next year. Adjust the Effectivity Date accordingly, and Sumac will calculate your contacts ages for a future date. 

Click OK and Sumac will produce the Age Grouping report for you!

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