Screenshots

Advanced WooCommerce Sales Report Pro Extension

Overview of the Plugin?

Advanced WooCommerce Sales Report extension provides you a comprehensive system to manage sales reports per year, month, date, and custom dates. From a detailed dashboard, you can simply filter out specific product types, user roles, customers, payment methods, shipping methods, and order statuses to check total sales, total profit, cost of goods, total tax, purchased quantity, and more.

Admins can also enable email notifications for receiving detailed CSV reports and stats based on regular intervals. Moreover, the extension provides you the flexibility to create rules for specific categories and monitor profit percentage only for those items. With just one quick setting, access detailed sales summaries, get profit reports, view order details, and manage your entire sales statistics effortlessly.

Features

Get all-in-one sales, orders, and user reports
Manage sales reports per year, month, week, or set custom date ranges
View country sale reports from a dedicated dashboard
Use filters to check country, products, and order sales statistics for specific:

Product types
Export types
User roles
Countries
Order statuses
Payment methods
Shipping methods
City
Postcodes

Choose to view from multiple graph types:

Country chart
Column chart
Pie chart

Get insights for total:

Sales
Refunds
Tax
Shipping tax
Shipping total
Coupons
Register
Guest logins
Received orders
Cost of goods
Profit

Access monthly sales summary and view:

Total sales
Total profit
Total cost of goods
Total refund
Total shipping tax
Total coupon amount
Total received orders

Track top 05 selling reports for:

Products
Categories
Countries
States
Coupons
Payment methods
Shipping methods

Get a dedicated product and order sales table to view complete details
Export entire sales and order reports using a CSV file
Send CSV file to certain emails along with custom subject and message
Create rule to manage certain profit for specific products and categories
Add desired percentage or fixed amount for selected products or categories
Product, user, and order level settings to view profit, total spend, and more
Choose to remove following insights from product, order, and user tables:

Total profit
Total spend
Cost of goods

Remove following insights from product table in sales report:

Profit of the product
Cost of goods
Total profit

Set number of products and orders to be displayed per page in product and order sales tab
Choose to send emails including complete product and sales reports
Send auto emails after specific time duration

Installation Guide

Download the zip file for Advanced WooCommerce Reporting plugin from your WooCommerce account. Now, Go to WordPress Admin Panel and select Plugins.

Click on Add New > Upload Plugin. Upload the file here and click Install Now, and then Activate.

Setup and Configuration

Once you have activated the extension, go to WooCommerce > Sales Report Pro. Here you get seven different settings:

Dashboard: Here you can view complete country sales report in form of different graphs
Summary: This section provides you complete details for sales, tax, profit, top 05 purchased products/categories, etc.
General Settings: Here, you can set number of products/orders to be shown in product//order sale tab and choose to remove certain insights from the table.
Email Settings: From this section, you can enable email notifications for sales reports
Product Sales: Here you can view complete product sales report
Order Sales: View complete order sales report
Cost of Goods: From this setting, you can craete rules to identify profit percentage for specific products/categories

Access Dashboard to View Country Sales Report

Go to WordPress Admin Panel> WooCommerce > Sales Report Pro. Now click on Dashboard, and here you can view country sales report per year.

From the top menu, click on following to view country sales report for:

Last month
This month
Last 07 days
Custom date: choose custom start and end date

From the same menu, you can graph type as:

Country chart
Column chart
Pie chart

Now add filters to sort sales report according to specific:

Product types: Search and select a product from the dropdown.
Export Type: Here you can choose products that are:

Exported and not exported
Already exported
Not exported

Select user roles: From the dropdown, select user roles such as:

Administrator
Author
Editor
Contributor
Subscriber
Customer
Shop manager

Select customer: Search specific customer, like admin, etc
Select order status: choose order status as:

Pending payment
Processing
On hold
Completed
Cancelled
Refunded
Failed
Draft

Select payment methods
Select countries
Enter city
Enter Postcode

Manage Total Sales Summary

Go to WP Admin Panel> WooCommerce > Sales Report Pro and click on Summary. Here you can view:

Total sales
Total refund
Total tax
Total shipping tax
Total shipping total
Total coupon
Total register
Total guest
Total received order
Total cost of goods
Total profit

Monthly sales summary

Scroll down to manage monthly sales summary from a separate table and view:

Month and year
Total sales
Total profit
Total cost of goods
Total refund
Total tax
Total shipping tax
Total coupon amount
Total order received

Top 05 Selling Products and Categories

Now move further down and you can see a table showing you top five selling products and categories. Track insights by viewing:

Product/category name
Sold quantity
Total cost of goods
Total profit
Total amount

Top 05 Selling Countries, States, and Customers

By remaining on the same page, you can view a separate table for top five countries, states, and customers preferring your products. Track insights by viewing

Country/state/customer name
Sold quantity
Total coupon discount
Total profit
Total amount

Top 05 Coupons, Payment, and Shipping Methods

Now scroll and manage top five selected coupons, payment, and shipping methods of your store. From the table, you can view:

Coupon code/ payment & shipping title
Use count
Total amount

Recent 10 Orders

View 10 recent orders from the table and manage details like:

Order ID
Customer Name
Customer email
Date
Order Status
Item
Payment & Shipping Method
Order Currency
Total Discount
Shipping Total

Configure General Settings

Go to WordPress Admin Panel > WooCommerce > Sales Report Pro. Now, from the top menu, select General Settings. Here you can configure following options:

Set products per page in Product Sales Table: Here, you can specify the number of products to display per page in Product Sales tab
Set orders per page in Product Sales Table: Here, you can specify the number of products to display per page in Order Sales Tab.

Column Settings

Remove product table columns: From the dropdown, you can select following options to be removed from product table column of WoooCommerce ( located in WP Admin Panel > Products > All products ):

Profit
Cost of goods
Total profit

Remove product table columns in sales report: From the dropdown, you can select following options to be removed from product table column in sales report ( located in WP Admin Panel > WooCommerce > Sales Report Pro > Product Sales):

Product
Purchase quantity
Price
Cost of goods
Total cost of goods
Profit
Total tax
Subtotal
Total

Remove user table columns: From the dropdown, you can select following options to be removed from user table ( located in WP Admin Panel > Users > All Users):

Profit
Total spend

Remove order table columns: From the dropdown, you can select following options to be removed from order table column ( located in WP Admin Panel > WooCommerce > Orders):

Profit
Total spend

Enable Email Settings for CSV Sales Reports

Go to WordPress Admin Panel> Woocommerce and click on Sales Report Pro. From the main menu, select Email Settings and configure following:

Enable email CSV sales by products: Enable the option to send CSV reports of product sales via email. If you keep it disable, then you won’t be email to receive or send any product sales report.

Recipients: Add recipient email addresses to which you want to send CSV reports. Use commas to separate multiple addresses.
Email subject: Write email subject for sales report
Additional content: Add any extra content in the email.

Enable email CSV sales by order: Enable the checkbox to send CSV reports of order sales via email: disable the option if you dont want to receive or send order sales reports.

Recipient: Add multiple email addresses to send order sales report
Email subject: write custom email subject
Additional content: Add extra content

Enable auto send stats to email: Enable the option to send statistical reports via email at regular intervals. If the option is kept disabled, then you won’t be able to receive or send any statistical sales report.

Select time duration: Send emails automaticaly after specifc:

Hours
Days
Week

Time duration number: Enter the number corresponding to selected time duration for report frequency.
Select countries: Add countries for which you want to receive statistical sales report.
Order status: choose specific order status for which you want to receive sales report.

View Complete Product Sales and Profit Report

Go to WordPress Admon Panel and select WooCommerce > Sales Report Pro. Now, from the main menu, select Product Sales. Here, you get three options to view sales reports for all products, specific products, and specific categories. Now view and manage following details:

From the main menu, you can view product sales report from:

Current year
Last month
This month
Last 07 Days
Custom Dates

Export CSV: Click on the option if you want to export CSV sales report.
Send CSV: Click this option if you want to send CSV report to specific email address along with custom subject and message.
Use filters to sort product sales according to:

Product Types: Search and select specific products to view their sales report.
User Roles: From the dropdown, select specific user roles
Customers: Select customers from the dropdown
Order Statuses: From the dropdown, you can select specific order statuses to view product sales only for the items with similar statuses.
Countries: Select countries to view sales report only for products sold in those regions.

Now, from the product sales table, you can view details like:

Product name
Purchased quantity
Price
Cost of goods
Total cost of goods
Revenue
Profit
Total tax
Subtotal
Total
Action: Under this option, you can choose to edit any specific product details or view complete insights.

Now scroll down to view:

Subtotal for complete products sold
Total tax for complete sales
Total cost of goods
Total profit earned per year, month, etc
Total

Product-Level Settings

You can also view product sales reports from product-level settings. Go to WP Admin Panel > Products > All Products. From the table, you can view new options such as:

Cost of goods
Revenue

View Complete Order Sales Report

Go to WP Admin Panel > WooCommerce > Sales Report Pro and from the main menu select Order Sales. Here you can view complete order sales report for current year, or from the top section, you can manage report for:

Last month
This month
Last 07 days
Custom date
Export CSV: Choose this option if you want to export order CSV sales report.
Change Order Status: From the dropdown, you can select following order statuses to view order report accordingly:

Pending payment
Processing
On hold
Completed
Cancelled
Refunded
Failed
Draft

Send CSV: click this option if you want to send this CSV report to specific email address.
Note: Only the visible order sales table will be sent to the email.
Now, from the side menu, apply filters to sort order sales report according to:
Export type: choose export type as:

All exported and not exported
Already exported
Not exported
Selected roles
Selected countries
Order statuses
Payment methods
Shipping methods
Selected countries

Now, from the order sales table, you can collect essential details like:

Order ID
Order date
Billing name
Billing country
Billing state
Billing city
Zip code
Subtotal
Tax
Shipping
Refund
Coupon
Total cost of goods
Profit
Order currency
Payment method
Total
Action: Under this section, you can select any specific order to view its complete details or make edits directly.

Scroll down to view complete order sales summary for current year, month, or date:

Subtotal
Total
Order shipping tax
Total cost of goods
Total profit
Order coupon total
Order refund total
Total

Order-level Settings

You can also view order sales reports from order-level settings. Go to WP Admin Panel > WooCommerce > Orders. From the table, you can view new options such as:

Profit / Revenue
Total Spend

Create Unlimited Rules to Calculate Exact Cost of Goods

Go to WordPress Admin Panel> WooCommerce > Sales Report Pro. Now, from the main menu, select Cost of Goods. From this tab, you can create unlimited rules to calculate total profit for products and categories in bulk. From the log, you can view created rules and their details. To create a new rule, click on Add New Rule and configure following settings:

Add rule title: Add any unique title.
Select products: Select products for which you want to calculate the total profit earned per month, year etc.
Select category: Select categories for which you want to calculate the total profit earned per month, year etc
Add amount type: choose amount type as:

Fixed: Choose this option if you want total profit amount in fixed cost.
Percentage: Choose this option if you want total profit amount in form of percentage

Add amount: Add profit margin that you gain from the selected items, and once the rule is published, you can view total profit or cost of goods from the Product Sales Tab.