How-to Video: Reporting 2. Create Custom Reports (10:11)

How-to Video: Reporting 2. Create Custom Reports (10:11)

This video shows you how to set up your own custom ad-hoc reports in Sumac:

    • Related Articles

    • 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 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 ...
    • 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-to Video: Step 2. Create html template (6:40)

    • How-to Video: Create Labels/Envelopes (3:20)


    Contact Us