How-To Video: Reporting 1. Basic Concepts and Built in Reports (6:12)

How-To Video: Reporting 1. Basic Concepts and Built in Reports (6:12)

This video gives you an overview on basic concepts for reporting in Sumac, and shows you how to use Sumac's built-in reports:

    • Related Articles

    • Reporting in Sumac - Virtual Instructor-led Training, August 27, 2021

      This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, August 27, 2021. This virtual training session covers: Basic concepts of reporting in Sumac How to run Built-in reports How to pull Ad-hoc reports It also includes ...
    • Reporting in Sumac Case Management for Hospices

      Sumac has many built-in reports, as well as precise searching and flexible export options to customize your reporting. Using search and export for custom ad-hoc reporting This article tells you how to search using the search panel. You can also ...
    • How-to Video: 1. Basic Concept of Searching (7:13)

      This video gets you started with the basic concepts of searching in Sumac: Script:
    • 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 ...
    • How does Sumac handle reporting?

      There are two approaches to Reporting in Sumac: 1) Use Sumac's built-in reports, or 2) Run a custom, ad-hoc report Sumac has over 130 built-in reports that can analyze data in many ways. When running a built-in report, users can view it on the ...

    Contact Us