Toolio Product Updates: April 8, 2022

September 15, 2022

What's New:

Scheduled Reports Deliveries

Have you ever wanted to schedule weekly or monthly reports from Toolio directly to you or your colleague's inbox? Now you can! 

Toolio allows you to arrange for report deliveries via email to yourself or selected emails on a time basis of your choosing. Scheduled reporting in Toolio can be easily configured, customized and adjusted!

Once configured, scheduled reports will be delivered to the selected inboxes as shown below. You can find more information on scheduling report deliveries and managing schedule reports here.

Conditional Formatting Improvements

Additional conditional formatting functions have been added to the Toolio platform. With these new functions, you are now able to Bold, Italicize, Strike-Through, and Underline text to better highlight your data outputs.



In addition, custom colors have been added to the platform. This will allow users to easily save custom color choices and have these colors available for use. Select the “+” located above the color selection grid to create or add custom color options. You can find more information on conditional formatting in Toolio here.


‍Locking Values 

Within the new front end of Merchandise Plan as well as in Item Plan, you can now lock values of non-derived metrics. By locking a value, you ensure that it does not change while making plan adjustments. You can access the lock function as shown below and can find more information on the locking function here.

Feature Requests & Toolio's Roadmap

Be sure to check out our Roadmap for other planned features and updates to Toolio. Is there a feature you think would be a great addition? Let us know here!

Caitlin Dubay
Implementation Specialist
Trey Kamb
Implementation Specialist
Jeffrey Sayavong
Customer Success Manager