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 ...
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 ...
This video gets you started with the basic concepts of searching in Sumac: Script: https://sumac.com/assetswp/training-docs/searching%201%20-%20basic%20concept%20overview.pdf
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 ...
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 ...