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
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