Another entry in our 'Basics' series, this article will cover all your options for exporting a report in Report Toaster.
For instance, say I wanted to save a copy of this report to my desktop? Or get a version of the data to excel so I can add formulas, graphs and so on? Or send somebody a clean PDF version of the data for visual presentation?
We'll start with the Order Line Items report like so:
Exporting the Data
Once I'm happy with the way the report looks (see these articles
for adjusting the date, columns, filters, sorting etc) I'm ready to download a copy of this report to my device.
Note - It might be a good idea to Save a Copy of this report to your My Reports so you can access it at a later date. See this article
for more info.
Go to the menu option top right, and choose either PDF, CSV, or JSON.
Clicking on any of these will automatically download this report in the chosen format to your device. Each of these options is explained below.
This is your standard .csv format used by programs like Microsoft Excel to get a spreadsheet of your data.
This can be a very useful format if you want to use the advanced MS Excel functionality to further adjust the data, such as creating charts, formulas, averages, totals and so on.
Downloading the data to CSV is also great if you need to copy it to other applications (e.g. Google Sheets).
Sometimes, certain characters can become garbled when exporting the data to CSV/Excel (particularly for certain languages, like Japanese or Arabic).
This is a known issue with Microsoft Excel, but can be easily resolved with a few basic steps. See this
guide for more information.
This format is used for programs like Adobe Reader/Acrobat and anything that uses files with the .pdf extension.
This can be a good one to choose for smaller data sets where you are sending something like an invoice or want a more professional looking document.
However, if you want to be able to work with larger data sets or be able to make changes to the report, we suggest using the CSV export option above.
For example, exporting the last 30 days worth of Order Line Items generated a 745 page pdf (!)
However, doing a PDF export of a Summary report (e.g. Sales by Product) produced a single page PDF.
Note that we do not currently support the ability to export charts to PDF reports.
This is an open feature request in our app, so until we are able to support this capability, we suggest exporting to CSV (above) and instead creating the chart using Excel's inherent functionality.
It's quite useful if you need the data in a more programmatic format for use in other applications.
This file can be opened by most browsers (e.g. here we see an export of the Order Line Items for our demo store in Firefox):
For most ordinary users of Report Toaster, this isn't a file format they will typically use - but it can be helpful if you need to get at the raw underlying data that's involved.
One such example of this is for users who want to separate out the different pieces of information contained in the Line Item Properties object by converting a JSON file to a CSV. See here
for more information.
And that's it!
For a more detailed explanation on using this feature, check out our video here.