Reporting
Your Favourite Reports
Sumac offers hundreds of reports to ensure you have easy access to important stats about your data. Sumac also makes it easy to find your favorite reports quickly by marking them as a Favourite! When you find a report you love, hover your mouse just ...Outcomes Report
This video explains how to use the Outcomes Report and it's many uses.Clickable links in reports & show contacts
Many Sumac reports now have clickable links to records and a Show Contact(s) button that will open a search window listing all Contacts in the report. An example of this new feature can be found in the donations area. To see an example, navigate to ...Executive Summary Report
In order to access the Executive Summary Report, start by expanding the Utilities function which is found at the bottom of the Sumac menu. Once Utilities is expanded, click on "Customize Database". In order to manage settings specific to each module ...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 Personalize Reports with Your Logo and Colour
Sumac allows you to include a logo image and/or select a colour to be used for header rows in built-in reports. This allows you to easily create beautiful, professional looking reports directly out of Sumac! To add your logo, go to Utilities > ...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: Video Script: https://sumac.com/assetswp/training-docs/reporting%202%20-%20running%20custom%20reports.pdfHow 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 ...
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