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 include clickable links to records and a "Show Contact(s)" button that opens a window listing all Contacts included in the report. You can see an example of this feature in the donations area. To view it, navigate to Fundraising in ...
Executive Summary Report
To access the Executive Summary Report, begin by expanding the Utilities located at the bottom of the Sumac menu. Once Utilities is expanded, click on "Customize Database." To manage settings specific to each module in Sumac, select "Preferences" ...
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 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 ...