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 (see below).

Where do I get the information needed to setup a Metafield?

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: 

1. Go to the Shopify Admin.
   
2. Click on Settings. 
   
3. Click on Custom Data
   
4. Click on the part of the store the Metafield is under (Order, Product, Variant, Customer, etc.)  
   
5. 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!   

• Related Articles

• Shopify Variant Metafields Don't Update?

  At Report Toaster, we frequently get asked questions by merchants about the updates of certain fields we get from Shopify in our app. This article will discuss briefly a known Shopify problem - that webhooks updates aren't passed over when values are ...

• 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 support@cloudlab.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 ...