How to Add Metafields to a Report?

What are Metafields? 

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). 

Setting up Metafields

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.
To do that, we will need 4 pieces of information from you: 

1. The type of metafield it is (Customer, Order, Product, Product Variant) 
   
2. The namespace and key for the Metafield in question. (see the section below). 
   
3. Which reports you want the metafield to be available on (e.g. Orders, Sales, Products, etc.)
   
4. 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.

Where do I get the Namespace and Key for a Metafield?

You can find this by doing the following: 

1. Go to the Shopify Admin.
   
2. Click on Settings. 
   
3. Click on Metafields. 
   
4. Click on the part of the store the Metafield is under (Order, Product, Variant, Customer, etc.)  
   
5. Click on the Metafield in question.
   
6. Send us a full page screenshot of the page, just like this: 

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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