Why Should I Upgrade My Report Toaster Account?

One of the most common questions we get from Free Plan users of Report Toaster is - why should I upgrade to the Paid Plan? 

Well, let's break it down: 

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Let's take a look at each of these advantages in turn (feel free to jump to a particular section if there's something in particular you're looking for). 

Advanced Metrics & Premium Reports

We're always adding new functionality, further data points, and additional reports to Report Toaster.

As many of these reports rely on Calculated Fields (see above) or other further steps to create, the following reports are all included on our paid plan: 

1. Risky Orders

2. Items Frequently Bought Together

3. Fulfillment, Shipping, and Delivery Performance

4. Days to Fulfill, Ship, and Deliver

5. Shipping Labels Over Time

6. Return Rate Reports (by Product, by Variant, by Vendor)

7. Refund Line Items & Physical Returns

8. Sales by Product Category

9. Sales by Compare at Price

10. Sales by Device Type

11. First Time vs Returning Sales

12. Tax Reports (Taxes by Jurisdiction, Taxable Sales, Non-Taxable Sales Tax Lines)

13. Shopify Payout Reconciliation

14. Revenue Recognition (and Unrecognized Revenue)

15. Gift Card / Credit Card Transactions

16. UTM Reports & Google Ads

17. Repeat Rate by Product

18. Inventory by Location

19. Sell Through Rate** (By Product, By Variant, By Vendor)

20. Sales Velocity

21. Dead Stock (Products & Variants)

22. Inventory History

23. Inventory Turnover

24. Orders Fulfilled By**

25. Cohort Reports**

26. Stock Report**

And so many more! Check out our complete premium reports section here.

We're adding to this list all the time, so we'll update this article as new metrics and reports become available. 

Calculated Fields 

Much like formulas in Microsoft Excel, Calculated Fields allow us to create custom fields for your reports and even filter on them accordingly.

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The array of possibilities here are pretty staggering, but these include things like: 

1. Including data from the Line Item Properties or Note Attributes into their own columns. 

2. Adding Metafield data to Report Toaster

3. County Data on Tax Reports (for those who need to report tax filing by county) 

4. Creating custom metrics, such as providing a Sum or Average between one or more fields

5. Creating custom percentage fields, such as for commissions or expressing any figure as a percentage 

6. Translating Staff or Location IDs into actual names

7. Breaking out Taxes fields into individual totals for each rate

8. Displaying custom shipping charges/shipping costs from a fixed rate onto a report

And so much more. The possibilities are nearly endless, so check out our main guide here for more information. 

Inventory History

Shopify's Inventory History has limited functionality and isn't available for use in 3rd party apps.

In contrast, Report Toaster can track Inventory History indefinitely on an ongoing basis.

We can track not just the stock levels but even the cost, price, and turnover over time (as well as many custom fields built around these figures).

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See our main guides here for more information:

Inventory History

Inventory Turnover

Please note - Inventory History is only tracked from the time this feature is enabled for your account.

For example, if we enabled the feature for you on 6/20/23, you would have Inventory history from this date onwards.

Multi-store functionality 

With our paid plan, you can install Report Toaster on multiple storefronts, share the information on a single account, and even compare data side-by-side on the same reports

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If you have more than one store on Shopify and would like to be able to view information from both your stores at once, check out our main guide here.

Shared Links 

Much like a shared link in Google Docs or Dropbox, you can use this feature to create a shareable link to a Report.

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This gives you a direct, view-only link to a report which you can share with whoever you like- without the need to download the report or giving the recipient access to your account or settings. 

Check out our main guide here for more information

Scheduled Reports 

This feature lets you automatically schedule reports to be delivered to your chosen recipients via Email or SMS.

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You can setup the Scheduler to run as often as you like, with as many reports as you like, with as many recipients as you like. 

Check out our main guide here for more information.

Mechanic 

You can read more about this integration here, but the short version is that Mechanic is a third-party app that essentially lets you integrate data between different apps/Shopify and even automate tasks based off your store's data. 

See our main guide here for more information.

Exports 

With the paid plan of our app, you can not only view reports in Report Toaster, but you can also save them to PDF/CSV/JSON for use elsewhere. 

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See our main guide here for more information. 

Extra Data 

By default, the free plan of Report Toaster comes with 90 days of historical data for your account.

This means that when you login to your account, you will have data going back to 90 days prior to Today's date. 

In contrast, our paid plan comes with 2 years of historical data (and can store unlimited data, moving forward).

We can load additional historical data upon request, so contact us to tell us how far back you'd like us to go and we can make it happen. 

Conclusion

Need help understanding a Report Toaster feature? 
Want to choose the right plan for your business? 
Looking for some help to get something specific setup for your store? 

Then don't hesitate to ask. You can reach out to us at any time by emailing us at [email protected]