Chart type option

The final way you can customize the appearance of the charts is by toggling between line and bar charts. Your selection will be saved in your user settings and used on subsequent visits to the WooCommerce dashboard.

Leaderboards section

The final section of the dashboard lets you view four different leaderboards for your store's statistics. Like the other two sections, you can also toggle the visibility of the leaderboards through the customization menu. By default, you have the following four leaderboards to choose from:

• Main clients – Total spending
• Top coupons – Number of orders
• Main categories – Items sold
• Main products – Items sold

Analysis Adjustments

WooCommerce Admin is pre-configured with the default settings for WooCommerce Analytics.

Go to Analysis > Adjustments to change these default settings.

These settings are divided into sections:

• Excluded Statuses
• Actionable Statuses: query Activity Panels for more details
• Default Date Range
• Import Historical Data
• Reset Defaults

Excluded Statuses

In this section, the states that No. are marked se include in the analysis reports. The statements marked are excludedIf your store uses custom order statuses, those statuses are included in the reports by default. They will be listed in this section under Custom Statuses and can be excluded using the status checkbox.

Actionable Statuses

Query Activity Panels for more details.

Default Date Range

WooCommerce Admin is preconfigured with a default date range of month to dateThis is the date range that will be used when loading the WooCommerce dashboard or analytics page from any non-WooCommerce admin page. Any report that supports a date range will have a date range selector to allow you to change the report's date range.

Import Historical Data

When you install WooCommerce 4.0 (or the WooCommerce admin plugin), the new analytics functionality needs to process historical data to populate the new report pages. This isn't done automatically: large or high-volume stores may want to schedule a maintenance window to import their historical data.

Stores with existing orders will be asked to import their data:

Start import

To start an import of historical data, use the message above or go to Analysis > Settings and scroll down to Import Historical Data.

Stores that only want to see the report data from a certain date can choose a period; otherwise, "all" data will be imported.

Extremely large or high-volume stores can choose to import data in smaller increments, perhaps annually or quarterly. The "Skip previously imported customers and orders" control allows importing overlapping date ranges without unnecessary data processing.

Customer and order counts will be updated in real time to reflect changes made to the import settings. Press "Start" when you are ready to begin the import.

Track progress

Once you have started an import, the progress will be updated periodically on the Analysis > Settings screen.

Leaving this page will not affect the import and you can return to it at any time to monitor the progress.

Once the import is complete, the status will reflect it:

You will be given the option to run another import or delete the previously imported data. Please note that the deletion applies to all analytics data..

How importing works

Initial data import

Importing historical data uses the Action Scheduler (Action Scheduler) (article available only in English) to queue jobs that process existing data in your store, creating aggregated data tables for use in reports.

Prior to version 3.0.0, Action Scheduler used custom content types (Article available only in English) to manage queue data. To avoid problems when queuing a large number of items, import jobs are queued and processed in batches to reduce the likelihood of runtime limits on servers/hosts with limited resources.

Subsequent data updates

All customers and orders created after installing WooCommerce 4.0 (or the WooCommerce admin plugin) are automatically queued for processing. Only historical data requires manual intervention for processing.

Scaled action programmer

For extremely large or high-volume stores, we recommend following the action scheduler documentation for the background processing at scale (Article available only in English).

If you're using WooCommerce 3.9 or earlier, the included version of Action Scheduler uses a custom content type to manage queues. This can cause performance issues in high-volume stores. We recommend installing the Action Scheduler plugin in version 3.0.0 or later. Action Scheduler 3.0.0+ uses custom database tables for queue management and is significantly faster than previous versions.

Reset Defaults

The button "Reset Defaults" Resets all settings above to their default values. This has no effect on data imported through [the appropriate tool/method]. Import Historical Data.

Category Report

The category report provides information about your store's product categories.

By default, the Categories report is sorted by the number of Items Sold by descending categories.

Report totals

The total rows in the report may not equal the totals at the bottom of the report for two reasons:

• Products can be assigned to more than one category. Sales amounts for a product are included in the totals for all assigned categories.
• Sales amounts for descendant categories are shown in the report for that category and are included in the totals for the main categories.

Category filters

When the categories report loads, it includes all categories for the selected date range. The category filter dropdown menu has two filtering options:

For any of the filters, start typing the category name. As you type, the filter will search for category names that contain the string you entered.

Single Category

This filter loads the Categories report, which lists the products sold within that category.

Comparison

This filter loads the report for two or more categories that you have selected.

A second way to compare categories is by using the checkboxes in the table and the button Compare at the top of the table.

Search

At the top of the report table is the search box. This allows you to filter the report by one or more categories.

Report classification

The report table allows you to sort by all columns:

• Category
• Items Sold
• Net Sales
• Products (number of unique products sold)
• Orders (number of orders containing a product in that category)

Report links

Two of the columns in the Categories report contain clickable entries:

• Category
• Products

Both links open the single category report that lists the products sold within that category.

Three of the columns in the single category report contain clickable entries:

• The link Product Open the Products report for that product.
• The link Orders Open the Orders report for that product.
• The link Category Open the single category report for that category.

Coupon report

WooCommerce 4.0 (and the WooCommerce admin plugin) includes a new menu of Análisis of a higher level. The report Coupons It's on the menu Análisis.

If you have a store with existing orders, you should import your historical data

Coupon filters

When the coupon report loads, it includes all coupons for the selected date range. The coupon filter dropdown menu has two filter options:

For any of the filters, start typing the coupon name. As you type, the filter will search for coupon names that contain the string you entered.

Single Coupon

This filter loads the report for the coupon you have selected.

Comparison

This filter loads the report for two or more coupons you have selected.

Search

At the top of the report table is the search box. This allows you to filter the report by one or more coupons.

Report classification

The report table allows sorting by the following columns:

• Coupon Code
• Orders (number of orders)
• Amount Discounted

Report links

Two of the report's columns contain clickable entries:

• The Coupon Code link opens the Coupons report for that coupon code.
• The Orders link opens the Order Report filtering the orders that used that coupon

Customer report

The Customer Report provides information about your store's customers: where they live, when they may have registered, and how they have spent their money.

Both registered customers and guests are shown in the report. If a guest makes a payment using the same email address more than once, their orders will be linked together (and they will be considered the same buyer).

Single Customer (Individual Customer View)

This option loads the report for the client you have selected.

Advanced filters

Several filters are available for the customer report:

• Name
• Country / Region
• Username
• Email
• Number of Orders
• Total Spend
• AOV (Average Order Value)
• Registered
• Last Active

A special note about the Name, Username, Country/Region, and Email filters:

Unlike table searches, these filters do not allow for partial matches across clients. Instead, they provide an easy way to filter the report by specific names, countries, and so on.

Report search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific customers by searching by name.

It also allows partial matching of customer name strings.

Report classification

The report table allows sorting by the following columns:

• Name
• Last Active
• Sign Up (Registration)
• Orders
• Total Spend
• Country / Region
• City
• Region
• Postal Code

By default, the report shows the most recently active customers.

Download report

The download report provides information about the performance of downloadable products in your store. Download counts are a total that includes multiple downloads from the same IP address. Please note that dates are based on UTC time, not your local time zone, as is the case with other reports.

View all downloads

By default, the Downloads Report displays the unfiltered All Downloads view. Each download is represented in the table and graph.

Advanced filters

There are several filters available for the download report.

• Select "Advanced Filters" from the "Show" drop-down menu:
• Select "Add a Filter" and then choose one or more of the following filters:
  • Product: allows filtering based on the title of the downloadable product.
  • Username: allows filtering based on the client's username.
  • Order # (Order number)): allows filtering by order number.
  • IP Address (IP Address)): allows filtering based on the IP address from which it was downloaded.

Report classification

The report table allows sorting by the following columns:

• Date
• Product Title

Order Report

The order report provides information about your store's orders.

By default, orders with non-excluded statuses are listed in descending order date. Excluded statuses can be edited in the settings page.

Refunded orders cannot be excluded from the order report. Refunded orders have two rows in the report: one for the original order date and one for the refund date.

Advanced Filters

Advanced filters allow you to add multiple filters to the report. These filters can be applied in two ways:

• All: Orders must match all filters to be included in the report.
• Any: Orders must match one or more filters to be included in the report.

The following fields can be used for filtering:

• Order Status
• Products
• Coupon Codes
• Customer Type
• Refunds
• Tax Rates

Report classification

The report table allows sorting by the following columns:

• Date
• Items Sold
• Net Sales

By default, the report shows the most recent orders.

Product Report

The product report provides information on the sales performance of each product in your store.

View all products

By default, the product report displays the All Products view. This shows all products that have had sales within the specified date range.

Individual view of the product

By selecting "Single Product", you can search for a single product to display the report data.

Comparison (Comparison Mode)

By selecting "Comparison", you can search for multiple products to display the report data.

You can also use the checkboxes in the report table to select products for comparison. Click "Compare" in the table header to compare the selected products.

Report search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific products by searching by name.

It also allows partial matching of product name strings.

Report columns

The report table contains the following columns:

• Product Title: Links to the individual product view
• SKU
• Items Sold (count)
• Net Sales
• Orders (count): links to the orders report filtered by product
• Category: Links to the categories report
• Variations (count)
• Status (in stock / out of stock)
• Stock (Inventory)

Report classification

The report table allows sorting by the following columns:

• Product Title
• SKU
• Items Sold (count)
• Net Sales
• Orders (count)
• Variations (count)

By default, the report ranks products according to best-selling items.

Explanatory terms

"Net Sales" are calculated by subtracting refunds and coupons from the selling price of the product(s).

In equation form, it would be like this: (product price * quantity) - refunds - coupons.

Income report

The revenue report provides information about your store's daily income. It includes a row for each day, regardless of whether there were any orders that day.

Report classification

The report table allows you to sort by all columns in the report:

• Date
• Orders (# of orders)
• Gross Sales
• Returns (Return amount)
• Coupons (coupon amount)
• Net Sales
• Taxes
• Shipping
• Total Sales

By default, the report shows the most recent days.

Report links

The Orders column contains clickable entries that take you to the order editing list filtered by orders on that date.

Inventory report

The inventory report provides information about your store's inventory. This report is only available for stores with inventory management enabled.

Report filter

The inventory report allows you to filter the report by stock status. Note: Products that do not have inventory management enabled are displayed as Out of Stock (Agotado).

Individual view of the status

This option loads the report for the inventory status you have selected.

Report classification

The report table allows you to sort by all columns:

• Product / Variation
• SKU
• Status
• Stock (Inventory)

By default, the report displays the inventory sorted by quantity of stock in ascending order.

Report links

Two of the report's columns contain clickable records:

• The link Product/Variation Open the Products report for that coupon code.
• The link Status Open the WooCommerce edit product screen for that product.

Tax report

The tax report provides information about the taxes collected in your store.

View of all taxes

By default, the tax report displays the All Taxes view. This shows all taxes collected within the specified date range.

Comparison mode

By selecting "Comparison" from the "Show" drop-down menu, you can search for various tax codes to display the data in the report.

• Search and add all the tax codes you want to compare.
• Select "Compare".

Alternatively, use the checkboxes in the report table below the chart to select tax codes for comparison. Select "Compare" in the table header to compare the selected tax codes.

Report search engine

The search control at the top of the report table provides a quick interface for filtering the report to one or more specific tax codes.

It also allows partial matching of strings in tax codes.

Report classification

The report table allows sorting by the following columns:

• Tax Code
• Rate
• Total Tax (Order Tax + Shipping Tax)
• Order Tax
• Shipping Tax
• Orders (count)

By default, the report is sorted by the creation date of the tax codes.

Report links

The "Tax Codes" column links to the order report, filtered by the selected tax code.