WooCommerce report template

Show your client what the store sold and took

Opens with what the store took, in how many orders and at what value, walks sales before coupons down to what it took and shows products and order origins.

Needs:
WooCommerce
Adds when connected:
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Preview the report
WooCommerce report template: report header and the Performance summary section
What's inside

The sections, in the order your client reads them

The monthly report an agency sends to its client for its WooCommerce store, counted the way WooCommerce Analytics counts it. It opens with what the store took, in how many orders and what an order was worth, then walks the money from the sales before coupons down to what the store took, taking off coupons and refunds and adding tax and shipping. It then shows which products sold, what their reviews say and where the orders came from.

Good to know
Figures follow the WooCommerce Analytics settings of the store, such as the excluded order statuses.
Make it yours

From template to client report

Create it on your accounts

Pick the account for each source and the sections you want. The report opens with your client's data.

Brand it and edit it

Apply your brand template and change any section, widget or text in the editor.

Deliver it

Schedule the email, send a share link or publish it in your client portal.

FAQs

Frequently asked questions

Is this template included in my plan?

Yes. The whole catalog is included on every plan, free trial too.

Can I see it before I sign up?

Yes. Open the preview: it shows every section of the report on realistic data.

Can I change it after creating it?

Yes. The report is yours: add, remove or edit any section or widget in the editor, or save your version as a template.