The first article in our new 'basics' series, this one looks at how to add/change/remove columns from a report in Report Toaster.
First, choose the report you want to modify. In this example, we'll use the Sales - '30 Day Summary' report:
Step 1 - Click on the grid button (top right). This opens the columns popup like so:
Step 2 - Those fields listed on the left hand side are already on the report, while those on the right are the available options to add to it.
These are searchable - so let's say I was looking for 'Transaction Fees', I could type that in (where it says 'type to filter') ...
Step 3 - ... and transaction fees appears! Hold down left-click on any field you want and drag it over to the left hand side. You should now see it appear on the left like so:
Hit 'Ok' when you're done, and that's it :)
Changing the Order
Step 1 - The order the fields appear in on the left (ascending) is the order they will appear on the report. So suppose I want Transaction fees to appear last, I can follow the same drag/drop procedure and move it to the bottom like so:
Step 2 - Notice that now, Transaction Fees appears as the last column on the main report.
Sometimes you will be presented with column fields that have more than one option available to choose from. For instance, if we look at the field for Net Profit, you'll notice a little arrow next to it. Clicking on that provides options for Net Profit, Net Profit (avg), Net Profit (max) and Net Profit (min).
These can be understood as follows:
- Sum, e.g. Net Profit. This would be the total or sum for the defined period. In my example above, with one row per day, this would be the total Net Profit for each day.
- Average, e.g. Net Profit (avg). This would be the average for the defined period. In my example above, with one row per day, this would be the mean average Net Profit per order for each day.
- Max, e.g. Net Profit (max). This would be the largest value for the defined period. In my example above, with one row per day, this would be the order that had the highest Net Profit value for each day.
- Min, e.g. Net Profit (min). This would be the smallest value for the defined period. In my example above, with one row per day, this would be the order that had the lowest Net Profit value for each day.
Clicking on any of these options will replace the original 'Net Profit' field selection with the one you chose, e.g. If i clicked Net Profit (min), it would appear like so:
From there, I could drag it over to the left-hand side as normal to include on the report.
Bear in mind that if you have already included one of the options on the report, only the remaining options will be available from the dropdown like so:
Step 1 - Simply follow the same procedure as Adding columns above, only in reverse. For example, if I want to remove Returns from this report, I would open up the columns popup again:
Step 2 - And then drag Returns over to the right hand side.
Once again, hit 'Ok' when you're done, and there you have it. That's all there is to it!
For a more complete video version of this tutorial guide, check out our video series here.
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