Infographic – Using WooCommerce Reports

Once your WooCommerce site is live to the world, you should actively monitor the progress of your online store to make informed decisions to grow your business. Out of the box, WooCommerce has great reporting features that will help you learn your top sellers, top downloads, customer purchases vs. guest purchases and more. This article will walk you through the settings of the reporting section in WooCommerce Reports, giving you the information you need to run reports that benefit your growth.

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WooCommerce Reporting 

Orders 

When you navigate to WooCommerce>Reports in your WordPress dashboard, the default view is the Orders tab. Orders give you the ability to view gross and net sales volume and totals. You can also pull top sellers, top freebies, top earners, and product downloads. By default, orders that are processing, on hold, or completed are counted as sales. Here is a quick outline of the configuration options under the Orders tab:

  • Sales by date – is the default view when you navigate to the Reports tab. It gives you an overview of the current performance of your online store in the view of a graph. You can also drill down into the data by year, last month, this month, last 7 days, or set a custom date range. 
  • Sales by products –  allows you to view the sales per day in a given range for particular products. Similar to Sales by date, you can drill down into the data by year, last month, this month, last 7 days, or set a custom date range. 
  • Sales by category –  will show you the sales numbers by category. A date range can be set for this report as well.
  • Coupons by date –  shows you the total number of discounts, as well as the number of coupons used. You can also filter by coupon, view the most popular coupons,  and the coupons giving the most discounts.
  • Customer downloads –  are tracked and logged per unique IDs. This feature gives you the ability to view when a product was downloaded, the product name, file name, the order it was purchased, and where the customer is located via an IP address.

Customers

The Customers tab shows you reports for Customers vs. Guest concerning orders placed, as well as your full Customer List.  Similar to the Orders tab, the Customer tab also allows you to drill down into the data by year, last month, this month, last 7 days, or set a custom date range. 

  • The Customer vs. Guest view shows you which percentage of orders are being placed by registered users vs. guests. 
  • The Customer List gives you a full list of your registered users. 

Stock

The Stock tab gives you data on products that are out of stock and low in stock, as well as the quantity left in stock. This feature will help you stay on top of the products that need to be restocked so you can plan accordingly. 

Taxes

The Taxes tab allows you to view Taxes by code (or state) and Taxes by date. You can also drill down into the data by year, last month, this month, last 7 days, or set a custom date range.

To learn more about WooCommerce and how you can best optimize your online store, check out our WooCommerce Education Channel

This entry was posted in E-Commerce.

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