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Custom Data in Plan

Leslie McKinley
$organization

We have an attribute for Giving Capacity that our Dev Director would like to see as part of the plan reporting.   This attribute is now managed/updated via the Manage Attribute report function.

So we are wondering which is the best way to go -- have this attribute added to the Custom Data in the Plan - where it would mirror whatever the Attribute is OR Customize the Plan Summary report to also report this field.?

Thanks

 

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  • $organization

    Brian

     

    Thanks for the input.  I guess I’m really asking for technical advise/info if the we can indeed mirror this Attribute in the Custom Data area of Plan record.   We do not want to maintain data in two places. The Plan Summary already provides an area for custom data.  

     

    If the data cannot mirrored in Plan record then it would be a new report that pulls Plan data PLUS this Attribute.

     

     

    From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com]
    Sent: Monday, December 12, 2016 8:56 AM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: Re: [Tessitura Technical Forum] Custom Data in Plan

     

    Leslie,

    I think the answer here is probably tied to however the Development Director will primarily be consuming the data. If they just want to see it as part of a report, then customizing the Plan Summary report to include the field would make the most sense. But if they're in Plans religiously and might be more willing to encounter the data there, having Custom Data in the Plan might make more sense.

    Of course, as I work this through in my head, it suggests a third solution of both putting the data both in Custom Data and customizing the report, just to cover all bases haha.

    Thank you,

    Brian

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 12/9/2016 3:05:21 PM

    We have an attribute for Giving Capacity that our Dev Director would like to see as part of the plan reporting.   This attribute is now managed/updated via the Manage Attribute report function.

    So we are wondering which is the best way to go -- have this attribute added to the Custom Data in the Plan - where it would mirror whatever the Attribute is OR Customize the Plan Summary report to also report this field.?

    Thanks

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • $organization

    Brian

     

    Thanks for the input.  I guess I’m really asking for technical advise/info if the we can indeed mirror this Attribute in the Custom Data area of Plan record.   We do not want to maintain data in two places. The Plan Summary already provides an area for custom data.  

     

    If the data cannot mirrored in Plan record then it would be a new report that pulls Plan data PLUS this Attribute.

     

     

    From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com]
    Sent: Monday, December 12, 2016 8:56 AM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: Re: [Tessitura Technical Forum] Custom Data in Plan

     

    Leslie,

    I think the answer here is probably tied to however the Development Director will primarily be consuming the data. If they just want to see it as part of a report, then customizing the Plan Summary report to include the field would make the most sense. But if they're in Plans religiously and might be more willing to encounter the data there, having Custom Data in the Plan might make more sense.

    Of course, as I work this through in my head, it suggests a third solution of both putting the data both in Custom Data and customizing the report, just to cover all bases haha.

    Thank you,

    Brian

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 12/9/2016 3:05:21 PM

    We have an attribute for Giving Capacity that our Dev Director would like to see as part of the plan reporting.   This attribute is now managed/updated via the Manage Attribute report function.

    So we are wondering which is the best way to go -- have this attribute added to the Custom Data in the Plan - where it would mirror whatever the Attribute is OR Customize the Plan Summary report to also report this field.?

    Thanks

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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