Basic Guides
How Do I Use a Metrics Filter
Another entry in our 'Basics' series, this article will cover how to use a Metrics Filter in Report Toaster. Note - While included in our 'Basics' series, Metrics Filters are typically intended for more sophisticated users of Report Toaster. Feel ...
How Do I Compare Date Ranges on a Report?
In this article, we look at how you can use Comparison Ranges and Time Series Metrics to compare different date ranges on a report and track the changes between them. Video more your thing? Check out the video version of this guide here. So how do we ...
How Do I Change Profile Settings (Time Zone & Regional Formats)
Another quick addition to our basics series, this article covers how to adjust your profile settings in Report Toaster. Video more your thing? Check out the video version of this guide here. For instance, let's say I want to switch - Time zone (from ...
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. Video more your thing? Check out the video version of this guide here. For instance, say I wanted to save a copy of this report ...
How Do I Save, Copy, Update, Overwrite, or Restore a Report?
Another entry in our 'Basics' series, this article will cover all your options for saving a report in Report Toaster. Video more your thing? Check out the video version of this guide here. For instance, say I wanted to save a report for future use? ...
How Do I Share a Link to a Report?
Another entry in our 'Basics' series, this article will cover how to setup a Shared Link for a report in Report Toaster. Video more your thing? Check out the video version of this guide here. Note - You must be on a paid plan of Report Toaster to ...
How Do I Use Advanced Options?
Another entry in our 'Basics' series, this article will cover how to used the Advanced Options for Chart reports in Report Toaster. Note - While included in our Basics series, these Advanced Options are typically intended for more sophisticated users ...
How Do I Schedule a Report?
Another entry in our 'Basics' series, this article will cover how to setup a Scheduled Report in Report Toaster. Video more your thing? Check out the video version of this guide here. Note - You must be on a paid plan of Report Toaster to have access ...
How Do I Adjust the Date Range on a Report?
Another entry in our 'Basics' series, this article will look at Video more your thing? Check out the video version of this guide here. - How to change the dates/times on a report and - How to adjust the breakdown of the displayed data (summary vs. ...
How Do I Sort Data in a Report?
In this next 'Basics' article, we'll look at how to sort data by different columns in a report. Video more your thing? Check out the video version of this guide here. Much like in Excel, sorting lets you choose which columns you want to sort the data ...
How Do I Use a Filter on a Report?
Next up in our 'Basics' series, we have how to use a Filter in a Report. Video more your thing? Check out the video version of this guide here. This is perfect for when you have the columns you need, and now you want to narrow down, segment, or ...
How Do I Add, Change, or Remove Columns from a Report?
The first article in our new 'basics' series, this one looks at how to add/change/remove columns from a report in Report Toaster. Adding Columns First, choose the report you want to modify. In this example, we'll use the Sales - '30 Day Summary' ...