Reporting on Line Item Properties and Note Attributes

Reporting on Line Item Properties and Note Attributes

What are Line Item Properties & Note Attributes

In Shopify, there are two particular fields that are contain a additional information relating to an order. These are:

1.) Note Attributes - namely, the custom information you typically have inserted as notes on the Order. These are divided into Name and Value E.g. I might have an order with Name: Delivery Date and Value: 06/06/2022
2.) Line Item Properties - namely, the additional information associated with the individual Line Item on an Order. Very often, merchants use third party apps to store additional variant options or personalization text here. E.g. Material: Wood or Personalization: John Smith

You can add these fields to a report (like Orders: Line Items) by adding them as a column. Click the columns button top right, and you can drag/drop them into the report.

These fields contain a lot of information, so in the interests of keeping things nice and tidy, Report Toaster condenses them into a drill-down:


Clicking this button will pull up the relevant details (yellow). This can be then be expanded further using the drill-down button at the end of each line (red).

Separate Columns

Being able to store and display the information in this way is very tidy, but sometimes you might need the data from these fields broken down into separate columns.

For example, maybe I want the VIP level stored in the Note Attributes above to display in its own separate column?

By far the easiest the way to do this is via Report Toaster's Calculated Fields.
Using Calculated Fields, we can create formulas on the back end of our app that pull data from different fields inside Report Toaster and separate them out into different columns. Think of it like a formula in excel and you won't be far off :)

Here's an example of this in action - this calculated field examines the Line Item Properties field, pulls out any applicable variant option text ('Charm Text') and displays it separately in the following column:


From here, the data is useable like any other field inside Report Toaster. You can change the columns, adjust the filters to look for something specific, sort the data, etc.

Note - Calculated Fields are only available for any of our paid plans for Report Toaster. You can sign up for this at any time by visiting https://reporttoaster.cloudlab.com/subscribe

Really, Calculated Fields can be setup almost any way you want. However as creating them is a very technical process, we make the hard part easy and simply do it for you!

All you have to do is contact us at support@cloudlab.com, tell us which fields you'd like to create, and we'll take care of the whole thing for you.

Exporting the Data

If you already created Calculated Fields to separate your data into different columns, then you're all set and ready to go.

Simply click the file icon (top right), and underneath Download choose CSV. This will give you a copy of your report data in a CSV file that you can open in programs like Excel.


Otherwise if you haven't had us create a Calculated Field to separate the data for you yet, there is another method for you to separate the data manually.
This method involves a couple of extra steps, but by following this guide, you can take the data stored in these fields and break it out into individual columns for use in Microsoft Excel:
  1. Open up Report Toaster and navigate to the report you need.
  2. On the upper right, change the date range (as applicable).
  3. On the upper right, click the Add Columns button. Choose the dropdown attribute and add the column for Line Item Properties and/or Note Attributes (depending on which one you need).
  4. On the upper right, go to Download, hit Save to My Reports, and give the Custom Report a name (this lets you come back to it at any time, so you can skip steps 2-4)
  5. On the right, go to Download and download the report as JSON.
  6. Go to https://www.convertcsv.com/json-to-csv.htm. Under step 1, click Choose File. Under Step 3, click Convert JSON to CSV, and then hit the Download Result button.
  7. Open your downloaded Excel file
You should then see the field broken down into individually separated columns. Feel free to delete any you don't find useful and you should be good to go.
‚Äč
If you need any help with setting up Calculated Fields or exporting this data, reach out to us via support@cloudlab.com at any time!


    • Related Articles

    • How to Use Calculated Fields

      In this article, we look at how you can use Calculated Fields to generate better reports for your storefront.  What are Calculated Fields Much like formulas in Excel, calculated fields take data from one area of Report Toaster, run a custom ...
    • How Do I Export/Print a Report?

      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 ...
    • 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 ...
    • Export and Download (Video)

      This Report Toaster video tutorial explains the Export and Download features. This video covers things like:  - Downloading a Report (PDF, JSON, CSV) - Download History - Re-Downloading a previous Report.  This video is best viewed in full screen ...
    • How Do I Run a Report from a Mechanic Task?

      For some of the more keen-eyed users of Mechanic, you may have noticed that we recently published a task last week using the Report Toaster special action. This task is designed to help you take a report out of Report Toaster and export it via email ...

     Suggestion Box

    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.