How to Add Metafields to a Report?
Metafields are a way to store additional specialized information (e.g. on products, variants, customers, orders etc.) that isn't typically captured by the Shopify admin.
Merchants can use metafields on both the front end of the storefront (to provide extra details to the customers) and on the back end in the Shopify admin (for internal tracking purposes).
This metafield data can be added to many reports inside Report Toaster using our Calculated Fields feature.
Therefore, all you need to do is:
1.) Sign up to a paid subscription for Report Toaster. 2.) Contact us at support@cloudlab.com to tell us which Metafields you want added to your account (see below).
To setup metafields for your account, all we need to know is the Type of Metafield it is (Order, Customer, Product or Product Variant) and which field(s) you are looking to add.
You can find this information by doing the following:
- Go to the Shopify Admin.
- Click on Settings.
- Click on Custom Data
- Click on the part of the store the Metafield is under (Order, Product, Variant, Customer, etc.)
- Tell us which metafield(s) you'd like us to add:
Here's a sample screenshot from our demo store (in this case, showing 5 different Product Metafields).
Sending us a similar screenshot to this would be most appreciated, then you can just let us know which you're looking to add:
Where Next?
We've set up metafields for several of our merchants already!
If you'd like us to setup metafields for your store, please contact us at support@cloudlab.com and we'll be happy to take care of it.
All you need if a paid subscription, let us know which metafields you want to add (full page screenshots of each metafield you want added are VERY helpful), and we'll take care of the rest!
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