WooCommerce Analytics, a powerful reporting and data analysis tool, is designed to help you efficiently manage your store. This suite introduces nine new reports, advanced filtering and segmenting tools, the ability to download data to CSV, and a customizable dashboard to monitor key metrics. However, you may encounter issues with Woocommerce Analytics if you are not using WordPress 5.3+.
Understanding Woocommerce Analytics Reports
Most of the new reports in Woocommerce Analytics share common tools. Let’s explore these features and how you can utilize them to customize and gain deeper insights into the various analytics reports.
To get started, navigate to Analytics > Revenue.
Calculating Metrics in Woocommerce Analytics
In Woocommerce Analytics, different metrics are calculated as follows:
- Refunds are reported differently compared to the legacy Woocommerce Reports. In Woocommerce Analytics:
- Refunds appear as negative numbers on the date of the return, rather than the order placement date.
- Refunds include discounts from coupons.
- Refunded shipping charges and taxes appear as negative values in the shipping and taxes summary, not included in the refunds summary.
Selecting Date Ranges
The Date Range picker allows you to select the dates for the report. You can choose from popular presets such as today, yesterday, week to date, last week, month to date, last month, quarter to date, and last year.
For more specific date ranges, click the “Custom” tab. Here, you can manually enter the start and end dates or use the calendar to select them.
After selecting a preset or custom date range, click Update to modify the data in the report. The selected date range will be added to the report’s URL, allowing you to bookmark or share it with other store admins.
Filtering Data Sets
Depending on the report, you may find Quick Filters and/or Advanced Filters options. These filters allow you to further customize the data set being viewed. They are shown next to or below the date range picker.
You can save a quick link to a specific filtered version of a report by selecting the desired filters. Each report provides more in-depth information on available filters.
Quick Access to Key Data
At the top of the reports, you’ll find the Chart and Summary Numbers sections, providing quick access to key data and trends. The Chart section visualizes changes over time, while the Summary Numbers section gives you an overview of the total figures and percentage trends for selected metrics.
Clicking on a Summary Number will display the specific metric in the chart. For example, the “Orders Summary Number” provides an overview of total orders.
Customizing Chart Visualizations
The charts in the reports offer various options for visualizing data. You can use the Data Legend to toggle the visibility of different data set periods. The Interval Selector allows you to adjust the displayed interval based on the selected date range.
Additionally, you can switch between a bar and line chart by selecting the “Type of Chart” option.
Customizing the Table View
The detailed data displayed in the reports’ tables can be customized to fit your preferences. Several features allow you to adjust how the data is displayed and download a CSV copy of the report for further analysis.
You can sort table columns by clicking on the column header. Clicking once sorts the data in ascending order, and clicking again changes it to descending order.
If you don’t need to display certain data columns, you can adjust their visibility using the menu on the right side of the table header.
To download a copy of the table data in CSV format, click the Download button in the table header. For immediate download, the report should fit on a single page. Otherwise, larger reports will be processed as background jobs, and you’ll receive an email with a download link.
Customizing the Dashboard
The new WooCommerce Dashboard allows you to track essential statistics and data for your site. The dashboard consists of three sections: Performance Indicators, Charts, and Leaderboards.
You can customize these sections by clicking the three-dot menu in the top right corner of each section. Here, you can toggle the display of stats, rename or remove sections, and even add new sections.
Understanding Performance Indicators
In the Performance Indicators section, you’ll find labels indicating the presented statistic, the value for the selected date range, the percentage change compared to the prior period, and the value of the previous period being compared.
These performance indicators act as shortcuts. Clicking on a specific indicator opens the corresponding report, enabling you to analyze the associated charts and data in more detail.
Customizing Chart Display in the Dashboard
The Charts section allows you to toggle the display of charts according to your store’s needs. You can select which charts are most useful for you from a list of available options.
You can also adjust the time interval displayed in the charts, depending on the selected date range. The chart type can be toggled between line and bar charts.
The final section of the dashboard provides four different leaderboards showcasing your store’s statistics. These leaderboards display top customers by total spend, top coupons by number of orders, top categories by items sold, and top products by items sold.
You can toggle the visibility of leaderboards using the customization menu.
Configuring Woocommerce Analytics Settings
To change the default settings for Woocommerce Analytics, go to Analytics > Settings. The settings are divided into sections:
- Excluded Statuses: Unchecked statuses are included in analytics reports, and checked statuses are excluded. You can exclude custom order statuses as well.
- Actionable Statuses: These are activity panels that provide additional details.
- Default Date Range: The default date range, set to “Month to Date,” is used when loading the WooCommerce Dashboard or Analytics page.
- Import Historical Data: You can import historical data when setting up Woocommerce Analytics. Extremely large stores may import data in smaller increments.
- Reset Defaults: This button resets all settings above it to their default values.
Accessing Individual Reports
Individual reports can be accessed directly from your site’s dashboard. The following reports are available:
- Categories Report
- Coupons Report
- Customers Report
- Downloads Report
- Orders Report
- Products Report
- Variations Report
- Revenue Report
- Stock Report
- Taxes Report
These reports provide detailed insights into various aspects of your store’s performance. Please note that the data in the reports is cached and periodically updated.
If you encounter discrepancies between the report figures and your website’s actual figures, you can clear the cache by going to WooCommerce > Status > Tools and running the Clear Analytics Cache tool. Additionally, reimporting historical data may resolve any inconsistencies.
If you need further assistance, contact a Happiness Engineer via the Help Desk or seek support on the WooCommerce Support Forum. ProgramMatek is also available to assist you with any queries or customizations you may require.
ProgramMatek is committed to providing a seamless user experience and helping you make the most out of Woocommerce Analytics.