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.
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 email@example.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:
Open up Report Toaster and navigate to the report you need.
On the upper right, change the date range (as applicable).
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).
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)
On the right, go to Download and download the report as JSON.
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.
If you need any help with setting up Calculated Fields or exporting this data, reach out to us via firstname.lastname@example.org at any time!