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 email@example.com to tell us which Metafields you want added to your account.
To do that, we will need 4 pieces of information from you:
- The type of metafield it is (Customer, Order, Product, Product Variant)
- The namespace and key for the Metafield in question. (see the section below).
- Which reports you want the metafield to be available on (e.g. Orders, Sales, Products, etc.)
- A sample ID for a something that has the metafield on it (Customer ID, Order ID, Product ID, Product Variant ID).
You can find these ID's by going to your Shopify admin and navigating to the individual Order/Customer/Product/Product Variant that already has the metafield added to it.
Once on the page, the ID number will be in the URL bar at the top in your browser.
You can find this by doing the following:
- Go to the Shopify Admin.
- Click on Settings.
- Click on Metafields.
- Click on the part of the store the Metafield is under (Order, Product, Variant, Customer, etc.)
- Click on the Metafield in question.
- Send us a full page screenshot of the page, just like this:
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 firstname.lastname@example.org 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!
What's New? - August 2022
Rounding out the end of summer with another monthly update, today we're here to talk about our latest feature - adding metafield data to Report Toaster! For merchants who use metafield data in their storefront, this is a great addition to be able to ...
How to Use Calculated Fields
In this article, we look at how you can use Calculated Fields to generate better reports for your storefront. Note: Calculated Fields are created by our Report Toaster staff. Please contact email@example.com with the details and we will take care ...
What's New? - June 2022
Summer is here, and with it comes a scorching hot new feature in Report Toaster. Calculated Fields are here! ("Yes, finally!" I hear some of you saying. Quite literally in fact - a few of you even emailed to tell us!) Not only has this been one of ...
Report Toaster Scheduled Reports and Slack
Lately we've gotten a couple of questions about how to setup Report Toaster's Scheduled Reports feature with Slack Channels. In short, some of our users have asked about how they can make the Slack Channel the recipient of a Scheduled Report that is ...
Premium Report - Cohort Reports
Cohorts (By Revenue, By Customers, By Retention) Cohort reports are used to display data about repeat purchases by customers based on when they made their first purchase. Each row of the report represents a cohort of customers that made their first ...
Didn't find what you were looking for in our knowledge base? Click here
to suggest an article, and we'll try to put something together for you.