WooCommerce Custom Reports: A Must-Read Guide

| 6 minutes read

The e-commerce world has warmly embraced WooCommerce as its faithful companion. Businesses of all sizes have fallen in love with its versatility.

Wondering whether it’s a multinational firm or a young, indie startup using it?

Well, it’s both! This adaptability is the secret sauce behind its continued growth. A vital part of setting up an e-commerce website that scales with growth is creating WooCommerce custom reports to track crucial data.

But listen up. WooCommerce reports aren’t exactly a piece of cake; they need a level of understanding.

Once mastered, WooCommerce reports provide valuable insights, acting as the heartbeat monitor of your e-commerce store.

What is WooCommerce?

WooCommerce is a seriously awesome add-on that businesses of all shapes and sizes can’t get enough of. It lets them whip up e-commerce platforms on their WordPress sites like magic.

It’s got the flexibility of a professional gymnast, making it an ideal pick whether we’re talking Fortune 500 companies or garage startups.

But building a site that grows with your business isn’t as easy as planting a magic bean. You’ve got to roll up your sleeves and dig into the nitty-gritty of creating WooCommerce custom reports to sniff out all key data points.

Now, you can’t just jive with WooCommerce reporting services straight off the bat. Webmasters have to really ‘get’ it, like understanding the lyrics to a song in a foreign language.

But once you do, trust us, it’s worth it. These reports can peep into the very soul of your store’s performance, all thanks to the power of data analysis.

Types of Reports

Know this, there are two major types of reports WooCommerce can generate – Default reports and Custom reports. Let’s dive into what these mean.

Default Reports

Imagine a general health checkup – such is the gist of Default WooCommerce reporting. It gives you a broad image of your store’s overall performance.

Quickly accessible from WooCommerce’s admin site’s Reports tab, you can check out four types of default reports:

  • Orders – This report does all the math to showcase your product’s overall and actual sales volume. Get curious to know which items are stealing the limelight or minting the most money.

  • Customers – If you have customer accounts, this report is like a daily newspaper telling you about the new sign-ups during a specific time.

  • Stock – This report is pretty much like your store’s personal tour guide. It provides a bird’s eye view of all the goodies you have in stock and gives a heads-up on what’s flying off your e-commerce shelves.

  • Taxes – The tax report lets you peek into your store’s treasure chest, showing how much you’ve made in terms of sales and state taxes.

Customized Reports

In the WooCommerce world, you hold the power. You capture the control panel and get to decide what metrics are viewed.

The outcome? A truly personalized experience, a direct cinema view into your store’s performance. Just imagine a reporter covering only those news pieces you are interested in. Incredible, right?

Custom Reports in WooCommerce feel just like that. They let you wear the analyst’s glasses, providing an in-depth, categorized look into your exact data points. The cherry on top? You can measure all of it.

You can play around with a range of reports, depending on the melody of your business tune:

  • Shipping – See who’s bearing the shipping costs: you or your customers.
  • Coupons – Have a sneak peek into the coupon game: the popular ones and the precise numbers of savings and earnings from these promotions.
  • Category Report – Get a categorized view of sales and performance metrics – like sorting your clothes into different drawers for easy access!
  • Country and State Report – Zoom in on your performance in specific areas you ship to – does your business shine in New York or California?
  • Tax and Refund Report – Get quick calculations of critical tax and refund intel – the numbers that matter!
  • Daily, Monthly, and Yearly Summary – Get a bird’s eye view of comprehensive reports based on different timelines. Your business’s yearbook, if you will!
  • Sold and Unsold Products – Showcase the money-maker products versus those gathering dust.
  • Top Rated Products – If your site has a rating setup, see the stars through this report!

But remember, to create these marvelous WooCommerce custom reports, you’ll need to make friends with plugins.

Why Use a WooCommerce Reporting Plugin?

Okay, let’s get real, claiming there are a ‘few’ WordPress and WooCommerce plugins would be seriously downplaying it.

We’re talking about a galaxy of choices here, hovering around 60,000 with around 980 totally perfect for WooCommerce.

Pick a WooCommerce reports plugin that fits your needs like a glove. Let’s be honest, all plugins don’t share the same royal lineage – so allow me to dish out some of our top contenders.

These nifty plugins aren’t just trackers; they’re your personal business detectives. They dig deep into the mysteries of your online store, delivering essential insights about your audience.

Paid WooCommerce Plugins

Have you got your eyes set on a more all-encompassing WooCommerce reports plugin? Then shake hands with one of the premium options – they may be your perfect match.

Advanced WooCommerce Reporting

Cost: At a modest price of $45, this versatile tool is an affordable addition to your e-commerce toolbox.

Essentials:

  1. Product reports are divided into details by name, category, and sale quantity.
  2. Country and State reports to geographical insights.
  3. Tax and refund reports for seamless accounting.
  4. Customer History reports.

Product Sales Report Pro for WooCommerce

Cost: Ranges from a pocket-friendly $59 for a single site to a once-in-a-lifetime payment of $499; talk about massive savings!

Essentials:

  1. Creation of carefully detailed sales reports.
  2. Flexibility to filter data based on different aspects.
  3. Sophisticated styling options and a variety of report formats.

 

It’s everything you need for keeping track of sales performance, planning your next killer sales strategy, accurately forecasting sales, managing inventory like a pro, and ensuring your accounting books stay spot on.

The cherry on top? It can all be yours for a cool one-time payment of $499!

Metorik

Cost: Operates on a ‘pay-as-you-grow’ model, pricing pegged on new orders per month, and, here’s the big win, a 30-day free trial to test the waters!

Essentials:

  1. Delivers real-time data and insights.
  2. Facilitates sales tracking to keep your finger on the pulse of your sales.
  3. It offers customer behavior analysis to understand your audience better.
  4. Provides email automation for your targeted marketing needs.
  5. Smooth integration with familiar tools like Google Analytics, Mailchimp, and even Slack.

 

Offers a complete picture of your store’s performance, which can be your secret weapon for optimizing operations.

Want to grow your business? Develop hyper-targeted email campaigns. Need harmonious integrations with other platforms? Metorik’s got you covered.

Free WooCommerce Plugins

There are a few free WooCommerce plugins that will give you powerful insights into your store’s performance.

Product Sales Report for WooCommerce

A great option that is simple to use. It is compatible with WordPress 3.5 Version or higher and has over 9,000 active installations.

Key Features:

  • One-click generate and share – view or download your reports with a click
  • Sort by date range – built-in presets or custom start and end dates
  • Order status sorting – include or exclude based on transaction status
  • Product-specific reporting – store-wide reports by product or a group of products
  • Group variations – show all variations for a product as a single line item
  • Set display order – based on product ID, quantity of sales, or gross sales
  • Reporting fields – choose what fields to include in your report
  • Exclude free products – leave free products out of your report
  • Limit included products – set report only to include a set number of products
  • CSV exporter – export in versatile CSV format for universal spreadsheet compatibility

Abandoned Cart Reports For WooCommerce 

It helps you keep track of abandoned carts and recover lost sales.

An abandoned cart occurs when customers add products to the carts but leave without checking out. This abandoned cart leads to the loss of potential customers and a decrease in sales revenue.

Key features:

  • Easily keep track of abandoned users and view a report inside your WordPress dashboard.
  • View a complete list of abandoned carts, capture customer emails at checkout, and see from which spot the user left your store.
  • Create workflows for abandoned customers and send automated emails to abandoned users.

Final Thoughts

If success had a recipe in the e-commerce world, data would be the key ingredient. Rock-solid, actionable data is your compass, guiding your business towards Salesville and Strategytown.

Let’s face it – default reports are just repeating the obvious; they don’t cut the mustard.

WooCommerce custom reports are like life-saving helicopter views, instrumental in taking your business to new heights. If you’ve got questions, we’ve got answers. Chat up with CoSpark today!

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