Whats New? - May 2025

This month, we'll be going over a couple of the new fields we've made available in Report Toaster. 

Let's take a look!

Location Name

Previously, in Report Toaster, we had access to the Location ID (which corresponds to the Location for where the item was sold).

The issue of course that most merchants don't know by heart which Location ID's correspond to which Location Names.

Thankfully we found a way to pull the Location Name directly!

This field is now available on any Orders or Sales report, and we've included it by default on the report - Sales by POS Location (under Retail) as well:

Fulfilled/Unfulfilled Quantity  

Currently on our Sales reports, we've had 3 main quantity fields available: 

1. Quantity - The number of items sold on an order.
2. Net Quantity - The number of items sold on an order, minus the number of items returned.
   
3. Fulfillable Quantity - The number of items that still need fulfilling on an order. 
   

To complete this set, we've also now added: 

1. Fulfilled Quantity - The number of items that have been fulfilled.
   
2. Unfulfilled Quantity - The number of items that have not been fulfilled on an order.

As you can imagine, these fields are very handy to have when building custom reports.

For example, you could add them to Sales by Product and see, out of how many units sold, how many have been fulfilled/unfulfilled.

Finance Summary/Detail - Updated

Recently Shopify overhauled the entire Finances Summary report and made some big changes: 

While many of the updates were well received, a lot of merchants have voiced their frustration with the new report, which is missing things like: 

- Gift card sales 

- Total payments (Paid amount) 
- Being able to print the report (with the info above) 

We know that many of you rely on having this info in your snapshot view, so we've included these columns by default in our Finance Summary and Finance Detail reports: 

Note - COGS (Cost) and Profit Columns can be added if desired (see here) and you can print this by following the directions here

If you have any questions about these fields or would like help setting up something specific for your account, feel free to reach out to us at support@cloudlab.com

Until next time! 

• Related Articles

• Premium Reports - Gift Card / Credit Card Transactions

  Gift Card / Credit Card Transactions These reports are used for looking at a subset of payments, separating out those that are made with a Gift Card or Credit Card and supplying the relevant details. As Premium Reports, these are available on all ...

• How to Determine Names for a Location ID/Staff ID

  Some of you may have noticed the columns for Location ID or Staff ID on our various reports (e.g. Sales by POS Location). Using these fields, you can see your Sales at each of your retail locations and have the totals broken down to each specific ...

• Whats New? - January 2024

  It's a brand new year, and for busy merchants (many of whom are working on their taxes!) we promise to keep this one...'short'. Report Toaster Shorts Short-form video has grown increasingly popular as a method to either demonstrate certain ...

• Whats New? - July 2023

  Another month has passed, and we're now ready to show off a few new Premium Reports! Premium reports are any reports that provide extra data or advanced metrics that assist merchants in making better decisions. For example, here is our Days to ...

• Whats New? - October 2025

  In the run-up to the holiday season, we'll look at how you can now map your own staff names and manage unlisted products in Report Toaster! Let's take a look. Staff Names In Shopify, the Staff Name is the person who processed the order. Typically, ...