WooCommerce is a fantastic plugin that many businesses use to create e-commerce platforms through their WordPress sites. One of the reasons why it is so popular is its versatility, making it a great option for large companies and small businesses alike. One key component to building a scalable site is generating WooCommerce custom reports to measure key metrics.
Webmasters need to have a solid understanding of how to operate the WooCommerce reporting services. These reports provide crucial insight into the store’s performance through data analysis.
Let’s break it down.
1. Types of Reports
There are two main categories of reports you can generate from WooCommerce: Default and Custom.
A. Default Reports
Default WooCommerce reporting includes general metrics that are based on your e-commerce store’s overall performance. You can view these instantly through WooCommerce’s Reports tab on the admin site.
There are four types of default reports you can view:
Orders – This report measures both gross and net sales volume from your products. You can also see which specific items are top sellers or top earners. This report can be organized and filtered by specific dates, products, or categories as well.
Customers – If you have customer accounts, you can see key information through the Customer report. This will show you the number of new sign-ups for a given amount of time. You can also compare the number of guests versus repeat customers on your site.
Stock – This report gives an overview of the inventory of your store to show which items are in and out of stock.
Taxes – The taxes report shows how much sales and state tax was generated from your store. You can also view the state tax codes that apply.
B. Customized Reports
WooCommerce custom reports have a lot more personalized, in-depth information because the Webmaster controls what metrics are included. This allows you to create unique analysis summaries based on the exact data you want to categorize and measure.
Custom reports can include data analysis for:
- Shipping – See the amount you are paying in shipping versus shipping costs paid by customers.
- Coupons– Take a look at the coupons most often used by customers as well as the amounts saved and earned from these promotions.
- Category Report – This report separates sales and performance metrics based on product categories.
- Country and State Report – You can generate reports for specific states or countries you ship to with details of performance in that area.
- Tax and Refund Report – Get instance calculations of important tax and refund information for accounting purposes.
- Daily, Monthly, and Yearly Summary – See comprehensive reports based on set timelines.
- Sold and Unsold Products – Display the total cost of sold versus unsold products.
- Top Rated Products – If you have a rating feature enabled on your site, you can see a summary through this report.
To generate WooCommerce custom reports, you will need to utilize plugins to collect, store, and organize the data points you need for your desired analysis.
2. WooCommerce Reports Plugins
To say there are lots of WordPress and WooCommerce plugins available is an understatement. WordPress has almost 60,000 plugins to choose from, with 980 specifically designed for WooCommerce platforms.
It is important to choose a WooCommerce reports plugin that offers you all of the features you truly need. Not all of the reporting programs are created equal – so here are some of our favorites.
A. WooCommerce Free Plugins
There are a few free WooCommerce plugins that will give you powerful insights into your store’s performance.
Product Sales Report for WooCommerce is 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.
Webmasters can use Product Sales Report to see instant summaries of individual items or categories based on aspects like date range or sales status. These reports can be formatted for XLSX, XLS, and HTML so you can download, share, and send them with ease. You can also choose from preset templates to instantly generate reports that you can customize through product sorting or clustering.
This plugin creates WooCommerce custom reports for:
- Inventory management
- Sales strategizing
- Sales monitoring
- Product-specific, store-wide, and product grouping
While this is a free plugin, there are additional addons and integrations you can add which are available through the developer’s site. These add-ons range from $30 for a single site to unlimited memberships for $449.
Advanced Reporting for WooCommerce is another plugin option that generates custom sales reports with just a few clicks. This plugin is designed for WordPress Version 3.0 or higher and has over 1,000 active installations.
This is an all-in-one type of program with a wide range of report options. It is also compatible with a Support Ticket System plugin to track customer service issues, such as refunds, exchanges, or replacements. Users can navigate through the plugin to view summaries and select specific reports.
The Advanced Reporting for WooCommerce plugin generates custom reports for:
- Sold and Unsold Product Details
- Daily, Monthly, and Yearly Sales Summaries
- Top Products and Categories
- Top Customers
- Billing information
- Coupon Reports
- In Stock and Out of Stock Reports
This WooCommerce custom reporting plugin is free, but the premium version is available for $39 per site.
B. Paid Plugins
If you are looking for a slightly more comprehensive WooCommerce reports plugin, one of the paid options may be a better fit.
Advanced WooCommerce Reporting from CodeCanyon is a responsive, easy-to-use platform for virtually all types of custom reports. It is compatible with the 4.0 version WordPress and newer with over 4,300 active installations.
There is a regular license available for a single website as well as an extended license.
One of the key features of this plugin is the visual reports, which make it easy to grasp all of the data quickly through pie and bar charts. There is also a search feature available to select specific data points or items. Additionally, all reports can be downloaded in various formats or shared through automatic email summaries.
This Advanced WooCommerce Reporting plugin offers a wide range of report options, including:
- Product reports based on name, category, and sale quantity
- Country and State reports
- Tax and refund reports
- Customer History reports
This plugin is available for purchase for $39 and has numerous add-ons for specialized features like cross tab reports and extra product options.
The Advanced WooCommerce Reports Plugin from Make Web Better is another great affordable option. This plugin is designed with the latest version of WordPress and provides licenses for up to 25 sites.
One of the unique features of this WooCommerce reports plugin is the summary section, which gives an overview of important data. The Custom Report Section allows you to select the type of data to include in the report for a tabular summary. This plugin also comes with an easy-to-use mobile version so you can keep track of key data on the go.
The plugin is available for purchase for as low as $18 for a single site or up to $329 for 25 sites per year.
The only way to build a solid e-commerce company is by accessing the data you need for informed decision-making. It is nearly impossible to create effective sales and business strategies without solid data – and default reports don’t provide nearly enough information.
WooCommerce custom reports are crucial for online businesses’ success. If you are interested in learning more about creating custom reports, WooCommerce reports plugins, or any other services related to WordPress, reach out to us at AnnexCore.
We like to consider ourselves the WooCommerce experts – but don’t take our word for it. We have helped hundreds of online businesses with WordPress and WooCommerce development.
Partnering with us can propel your online store to new levels through customized solutions, development, and other services. Interested in learning more? Contact AnnexCore now!