How-To
How to Add Staff Names to a Report?
What are Staff Names? For privacy reasons, Shopify does not provide the names of the staff member(s) who processed an order at your store. They do however provide the Staff ID, a unique 10 digit or so number that corresponds to each individual staff ...
How to Use the Report Toaster AI Assistant
This quick guide will help you make the most out of our in-app AI Assistant. Developed entirely in-house by our team of developers, this AI tool connects directly with our knowledge base to help you find certain reports, discover key resources, or ...
Shopify Variant Metafields Don't Update?
At Report Toaster, we frequently get asked questions by merchants about the updates of certain fields we get from Shopify in our app. This article will discuss briefly a known Shopify problem - that webhooks updates aren't passed over when values are ...
Report Types and Totals in the Header
A fairly common question we get in Report Toaster is how to include totals in the header. Before we answer this question however, it's important to first understand briefly how Report Toaster reports are setup Report Types All of our reports in ...
Sales, Returns and Exchanges By Location (POS)
Many of our merchants run multiple Point of Sale (POS) retail locations. For these merchants, tracking exactly where sales, refunds, payments, and credits occur and attributing those amounts to the correct retail location is vital to balancing the ...
Shopify Collections Reporting
At Report Toaster, we frequently get asked questions by merchants on how to report by collection. Whether this is a Sales report looking at Sales by Collection or more of a product report looking at products and their assigned collection(s), our ...
How to Use “Now” Fields
This guide will go over how to use "Now" fields in Report Toaster. What are "Now" Fields? Long time users of Report Toaster may be aware that most of the attributes available on Sales reports show what was true at the time of sale. In contrast, a ...
How Do I Upgrade My Report Toaster Account?
This is just a quick troubleshooting guide for any users who are looking to sign up for a paid plans of Report Toaster. Before you begin, we recommend you close any other instances you have running of Report Toaster (e.g. another tab or window). If ...
How to Setup and Configure UTM Parameters
What are UTM parameters? UTM parameters are the additions to a URL that you track where visitors are coming from when they click the link to navigate to your website. You've probably actually experienced these without realizing, such as when you ...
How to Add Metafields to a Report?
What are Metafields? Metafields are a way for merchants to create additional fields that store specialized information. Merchants can use metafields on both the front end of the storefront (to provide extra details to the customers) or on the back ...
How to Use Calculated Fields
In this article, we look at how you can use Calculated Fields to generate better reports for your storefront. Note: Calculated Fields are created by our Report Toaster staff. Please contact support@cloudlab.com with the details and we will take care ...
How to Use Multi-Store
In this article, we take a look at how to use Report Toaster's multi-store functionality to combine data from multiple storefronts. What is Multi-store Functionality? Multi-store functionality allows you to combine data from any number of stores that ...
Report Toaster Scheduled Reports and Slack
Lately we've gotten a couple of questions about how to setup Report Toaster's Scheduled Reports feature with Slack Channels. In short, some of our users have asked about how they can make the Slack Channel the recipient of a Scheduled Report that is ...
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 ...
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: Line Item Properties - namely, the additional information associated with the ...
Report Toaster Testing
By default, Report Toaster is configured for use with real orders and real Shopify data. However, agencies or merchants who are setting up a store for the first time may want to look at reports with Shopify test order data before moving to a live ...