Hi All,
We have recently started using custom fields in Plans to keep track of planned gifts to our comprehensive campaign. We just set Custom_01 to be currency and gave it a name: Recorded Planned Gifts. Does anyone have any ideas on how to integrate this into Analytics? I'm currently using the default Plans dashboard with a campaign filter.
Thank you!
Hi Megan,
If you add a Widget and select "Custom 01" from Plan Custom Fields for your data, that should (in theory, I've not used it personally) allow you to reference that data in Analytics.
Let me know how that goes!
Thank you,
Brian
Hi, I tried that, but it's only recognizing the field as a character string, even though it's set as currency in the keywords table, so I can't sum the amounts contained in those fields.
This might be silly, but is the Edit Mask for your custom element set to Dollar? It was the only thing I could think of that might affect the reading of the data.
I have some custom elements built for use in Plans as well, but they're all string data and reference data from T_KWCODED_VALUES that allow for user selection. In one of the cases, it helps us filter donors by the fiscal quarter in which they typically renew their gift. When I select that custom column into the widget, it displays the values from the reference table.