Hi team,
Where/how do custom plan fields show up in lists and Analytics? From what I've found, they show up as list CRITERIA but not OUTPUT SETS, and in Analytics I can pull the Custom ID of the field, but not the Description or the value entered in that field. Is this just how it is or are there more instances I'm missing?
Use case for context: My Fundraising team is trying to track contributions that apply to a campaign, but fall under different sub categories within that campaign. $XX amount came to the Building Restoration fund, but $X amount of it counts toward a Naming Opportunity on the new building. I'm trying to use custom fields to track these sub categories, but they don't pull through reports the way we need them.
Has anyone else organized this sort of tracking in a different way using Tessitura? And/Or, are there other ways those custom fields can pull into a report that shows both the Description and the value of the field?
Thanks for your help,
Sara.
Hi Sara,
What you're describing in Analytics is not expected. If a Plan Custom Field is configured as a dropdown list, the description, not the ID of the linked description, is expected in Analytics. This is what I'm seeing in testing as well. Am I testing the same thing that you're describing? It may be worth a support ticket if we need someone to look more closely.
A plan custom field with a dropdown list:
That dropdown list viewed within a plan:
The custom field in Analytics showing the description rather than the ID:
Chris, thank you for this. And I'm glad it was a simple answer. I arranged the fields as you did and got the custom field to display it's value. My next question: Can I format numbers as US Dollar amounts? With the Custom Field in the Rows section, it only displays the numbers as text and not something that I can format. But when I move it to the Values section, it only counts unique values and doesn't show what they actually are. Can the formatting in the Rows section be done with a formula somehow?
I really appreciate your help!
Sara
At this time the data types of the source custom fields in Tessitura is not reflected in Analytics and are rendered as text. Please vote on this idea:
Support for order, plan, contribution, and constituent custom field descriptions and data types in Analytics
Got it! I really appreciate your help here. Thanks Chris!