This knowledge base article provides a comprehensive guide to generating reports in Sumac Donations, covering both built-in and custom ad-hoc reports. It is based on the Sumac Donations - Reporting webinar training.
Sumac Donations offers robust reporting capabilities to analyze donation data. You can generate reports in two primary ways:
Built-in Reports: Access over 130 pre-configured reports available under the Reports menu in any list in your database. Whenever you want to run a report, start by opening the list of data you wish to report on.
Custom Ad-Hoc Reports: Create tailored reports by selecting specific data, columns, and sorting preferences.
To report on donations, open the Donations list and access the Reports menu.
Sumac provides a variety of built-in reports under the Reports menu, accessible from any list, such as the Donations or Campaigns list. Below are some key donation-related reports:
Purpose: Displays contacts who made donations within a specified date range and the total donation amount.
Features:
Select specific Donation Types to include.
Lists total donation amounts per contact in descending order, with a grand total.
Clickable contact names link to their contact records.
Option to show all contacts in the report via the "Show Contact(s)" button.
Export, print, or email the report for further use.
Reports Available: Compare 10 years, Compare 80 years, Compare Three Time Periods, Compare Two Time Periods.
Purpose: Compares donation amounts across specified time periods, showing percentage changes in donor giving.
Output: Lists contacts with their donation amounts and percentage changes for each period.
Types:
Campaign (All): Shows donations within a date range, grouped by campaign.
Campaign (One Campaign): Lists donors for a specific campaign, sorted by donation amount.
Additional reports in the Campaigns list include campaign comparisons, summaries, and donation/pledge results.
Purpose: Evaluates the effectiveness of fundraising campaigns.
Purpose: Identifies contacts who made their first donation within a specified date range.
Use Case: Ideal for monthly reviews to send welcome messages to new donors.
Reports:
LYBUNT: Last Year But Not This Year.
SYBUNT: Some Year But Not This Year.
Purpose: Lists donors who gave in a past period but not in the current one, with details like total donations, smallest/largest gifts, and most recent donation date.
Process: Set the date range and view key donor details.
Purpose: Lists donors by selected donation types, grouped by giving levels or household.
Use Case: Useful for acknowledging donors at certain giving levels in annual reports or meetings.
Purpose: Reconciliation report, generally useful for your accountant or bookkeeper, or for auditing purposes.
Output:
Displays donation totals by Account Code and Fund for a specified date range.
Provides a grand total for accounting purposes.
The Sumac Dashboard provides an overview of key metrics upon login, combining high-level reports:
Donor Summary Reports: Displays new and lapsed donors, and donor retention statistics compared to the previous year.
Donation Summary Report: Compares donation counts and amounts for This Year, This Month, and Last Month, including the largest, smallest, average, and median gift sizes.
Interactivity: The data in these summaries are interactive. When you click any of the numbers linked here, the relevant details of the data behind these summaries are presented to you right away so you can review them, export them, print them, or even run a mailing to these donors!
Custom Dashboard Report: Access the "Dashboard" report in the Donations list’s Reports menu to set custom date ranges and view summaries for new donors, monthly summaries, or ask ratios.
Ad-hoc reports allow you to create custom reports tailored to specific needs. The process involves:
Search for Records:
Open the relevant list (e.g., Donations).
Use the Advanced Search panel to filter records (e.g., "When received" set to Last Month, "Donation type" set to online donations).
Click Search to view results.
Choose Columns:
Click the Columns button to select fields to display.
Drag and drop available fields to include in the report.
Optionally, include fields from related records (e.g., Donor’s Residence Address from contact records).
Arrange column order by dragging fields up or down.
Click OK to save.
Sort Data:
Click a column title (e.g., Donor Name or Donation Date) to sort the report alphabetically or chronologically.
Export or Print:
Click Print to send the report to a printer.
Click Export to save the report as a spreadsheet for further analysis or sharing.
Ad-hoc reporting is available across all Sumac lists (e.g., Donations, Contacts, Memberships, Case Management Records).
This guide covers the essentials of reporting in Sumac Donations. Explore the Reports menu and ad-hoc reporting options to gain deeper insights into your donation data.