Basic Guides
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. So how do we go about setting this up? What is a Comparison Range? A comparison ...Does Not Contain (Filter Option)
Update 7/27/23 - Since publishing this article, we have added this feature to Report Toaster! This article has been left published solely for archiving and link purposes :) ----- A couple of users have requested that we add the ability to have 'Does ...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. For instance, let's say I want to switch - Time zone (from my Shopify default setting) - Decimal format (from 0.00 to 0,00 or ...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 ...How to Determine Names for Location ID/Staff ID
Some of you may have noticed the columns for Location ID or Staff ID on our various POS 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 ...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. For instance, say I wanted to save a report for future use? Or edit a report and save those changes? Or restore a template report ...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. Note - You must be on a paid plan of Report Toaster to have access to this feature. You can check out our app listing for more ...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 ...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. Note - You must be on a paid plan of Report Toaster to have access to this feature. You can check out our app listing for more ...How Do I Adjust the Date Range on a Report?
Another entry in our 'Basics' series, this article will look at how to change the dates/times on a report and how to adjust the breakdown of the displayed data (summary vs. daily, weekly, monthly etc). This can be very useful if you're hoping to ...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. Much like in Excel, sorting lets you choose which columns you want to sort the data by (alphabetically). This can be very useful if you are looking to ...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. This is perfect for when you have the columns you need, and now you want to narrow down, segment, or otherwise filter the data to a specific view. E.g. Show me only Sales to ...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. First, choose the report you want to modify. In this example, we'll use the Sales - '30 Day Summary' report: Adding ...
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