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 screen, email the report to a colleague, export it to a tab-delimited text file, or print the report.


            When it comes to custom, ad-hoc reporting, running a custom reports consists of:

            • searching for the records of data you want to include in your report,

            • choosing the columns of data you want to include,

            • sorting the report in the order you want it, and finally

            • exporting or printing the data.


            When running a custom report, Sumac produces raw data, but will also produce summaries for the total number of records included in the report. You can also save the report settings for any custom, ad-hoc report you create so that you do not have to build the report each time you want to run it. You can load a previously built ad-hoc report instead!


            For more details on how to run reports in Sumac, have a look at these how-to videos.
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