💻 Sumac Desktop Updates

Released April 2, 2026

📊 Major Reporting Improvements

We’ve introduced helpful new reporting capabilities to make it easier to access, share, and act on your data.

💾 Save and Share Custom Reports

No more saving report column configurations to .txt files on your desktop. Quick Count and Outcome report setups can now be saved directly in Sumac!

You can now save report configurations directly in Sumac:

• Give your saved reports a name,

• Choose whether to share them with your whole team or keep them private, and

• Access them straight from the Reports list without having to run a Quick Count or Outcome report first!

This works across Case Management, Contacts, Donations, and more.

📑 New Pre-Built Case Management Reports

We've added six built-in reports designed to help organizations quickly pull the statistics most commonly required by funders. No setup needed - just select your date range, apply any filters, and run.

Case Plan Reports:

• Client Demographics — A summary of intake details like age, ethnicity, and gender, broken down by case plan status

• Days in Program — Average and median time clients spend in a program, with a full client-by-client breakdown

• New & Returning Clients — Count of first-time versus returning clients within a selected intake date range
  

Case Note Reports:

• Case Notes by Program — Count of case notes and clients served, filtered by program and date range

• Time Spent by Program — Total and average session duration broken down by program

• Total Clients Served — Count of clients and case notes in a date range, with an optional age grouping breakdown

These reports reduce setup time and give you immediate access to key insights—right out of the box.

📈 Improved Report Display

Report results now open in a properly sized window (up to 80% of screen height), so you can immediately see your data without having to manually resize the window first. A small change that makes a real difference when running reports regularly.

👤 New “Job Role” Field for Users

We’ve introduced a new Job Role field in user profiles to help us understand how different roles use Sumac so we can continue improving the platform.

When you log into Sumac, you will be prompted to select your role at login. You can skip this step, but you'll be reminded each time you log in until a selection is made.

You can now set your Job Role directly in your user profile, choosing from options like Case Worker, Program Manager, Clinical Director, Fundraising, and more.

For new users, this field is required when setting up their user profile.

This helps the Sumac team better understand which roles use which features, so we can focus improvements where they matter most.

🗂️ Campaign Record Gets the New Card Layout

The Campaign record screen now uses a modern card-based layout, aligning with the updated donation records for a more consistent user experience across all fundraising areas in Sumac.

🛠️ Key Fixes & Reliability Improvements

🔐 More Reliable Email Integrations (Gmail & Office365)

Some organizations using Gmail or Office 365 integrations were experiencing silent authentication failures. Outbound email would stop working without any warning.

We’ve fixed this issue, so the token renewal logic has been corrected so this should no longer occur. Email integrations will now remain connected and continue sending as expected.

📅 Calendar Now Works Correctly on Weekends

We’ve resolved an issue where the calendar could appear empty or behave inconsistently on weekends.

Your calendar will now reliably display meetings and reminders every day of the week.