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

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

NOTE: The video below shows a slightly older version of Sumac. In a recent release, we added a new Simple Search option, which is not shown in the video.
To see the Advanced Search options this video explores in your own instance of Sumac, simply expand the "Advanced Search" option in your searching panel.


This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, August 27, 2021.

This virtual training session covers:
  1. Basic concepts of reporting in Sumac
  2. How to run Built-in reports
  3. How to pull Ad-hoc reports
It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.