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 "Now" field displays what is true currently in your store.
For example, suppose I had make a mistake in setting up the Product Type for one of my products.
Originally, my 'Avocado Ahoy' float was classified as Product Type 'Other', but I changed it in my Shopify this morning to be classified as Product Type 'Food'.
Here's how this would be reflected on my historical sales for the Last 30 Days:
So, if I want my historical sales reports to reflect the Product Type as it is right now, I should use the Product / Now / Product type.
If I want it to display what the Product Type was when it was sold, I should use Product / Product type.
Nice and simple.
What "Now" Fields are Available?
Now there are too many "Now" fields to list them all, but here are some that we anticipate being the most useful:
Product
- Product Type
- Product Title
- Product Vendor
- Product Tag
- Product Description
Variant
- Variant Barcode
- Variant Option 1, 2, 3
- Variant Price
- Variant SKU
- Variant Title
Customer
- Customer Name
- Customer Email
- Customer Phone
- Customer Accepts Marketing
- Customer Orders
- Customer Tag
Using "Now" Fields as a Column
Just like any other attribute, "Now" fields are available as columns to add to any of the sales reports.
Click the grid button (top right) to access columns.
You can drag and drop these from those that are available to add vs. those that are currently on the report.
See our main guide here for more information on changing columns on a report.
Using "Now" Fields as a Filter
Using "Now" fields as a filter option works the same way as any other attribute.
You can include them instead of, or in combination with, any other attribute in the filter:
See our main guide here for more information on adjusting filters on a report.
Exceptions
Finally, a quick note about some important things that always display a fixed value in Report Toaster:
- Gross, Net Or Total Sales numbers for any past orders (This is because these calculations use the Line Item / Price on the order, not the currently listed price on the Product).
- Cost will only overwrite on historical orders if there were no costs on those orders at the time of sale (Cost = 0.00).
If you have any further questions about "Now" fields, feel free to reach out to us and we'd be happy to assist.