WooCommerce Analytics is a new reporting and data analysis tool to help you manage your WooCommerce Store. The suite introduces nine new reports along with advanced filtering and segmenting tools, the ability to download all data to CSV, and a customizable dashboard to monitor all the important key metrics of your site.
Since there is a great deal of functionality in Analytics, the sections in the Table of Contents in the right sidebar will be discussed.
Analytics Basics #
Most of the new reports in the WooCommerce Analytics section have a set of common tools. This document will introduce you to those features, and how they can be utilized to customize and dive deeper into the various new analytics reports.
Navigate to Analytics > Revenue to get started.
Definition of Terms #
The table below describes how different metrics within WooCommerce Analytics are calculated.
| TERM | DESCRIPTION |
|---|
| Gross Sales | The sale price of the product(s) is multiplied by the quantity ordered. Does not include refunds, coupons, taxes, or shipping |
| Total Sales | Gross Sales – Returns – Coupons + Taxes + Shipping |
| Net Sales | Gross Sales – Returns – Coupons
(referred to as “Sales” in the legacy WooCommerce Reports) |
| Orders | The number of new orders placed for a selected date range |
| Average Order Value | Net Sales / Orders |
| Items Sold | The discrete number of items sold. |
| Refunds | Money returned to the customer via a refund |
| Discounted Orders | The count of orders with a coupon applied. |
| Net Discount Amount | A total sum of discounts from coupons. |
| Total Tax | Order Tax + Shipping Tax |
| Order Tax | The total of tax applied to items in an order |
| Shipping Tax | The total tax applied to shipping in an order |
| Shipping | The shipping charges are associated with an order or refund. |
| Downloads | Total count of downloaded files |
Refunds #
In WooCommerce Analytics:
- Refunds appear as a negative number on the date that the return occurred (not the date the order was placed).
- Refunds include discounts from coupons.
- Refunded shipping charges and refunded taxes are not included in the Refunds summary number or columns. They appear as negative values in the shipping and taxes summary numbers and columns respectively.
Date Range Picker #
The Date Range picker allows you to specify which dates you want to include in the report being viewed. When you first open the Date Range Picker, a variety of popular presets allow you to quickly choose some common date ranges:
- Today
- Yesterday
- Week to Date
- Last Week
- Month to Date
- Last Month
- Quarter to Date
- Last Year
You can also select which date range to compare against, either the same range from the “Prior Year” or the “Prior Period.”
If the presets don’t match your desired date range, click the “Custom” tab at the top of the picker to have more granular control over the date range:
On the custom picker, you can either manually enter the start and end date using the provided input fields, or use the calendar to make your selection.
After either choosing a preset, or a custom date range, click the Update button to modify the data in the report. Note by doing this, the date range selected is added to the address of the report URL – which allows you to bookmark, or share a report URL with a specific date range to other Store admins. This date selection is persisted on the report view until you navigate away from the report.
Advanced Filters #
Depending on the report you are viewing, there might also be other Quick Filters and/or Advanced Filters that allow you to further customize the data set being viewed.
If filter options are available, they will be shown next to the Date Range picker, or below it on narrow/mobile viewports. Much like the date range selection, filters are also persisted to the URL which allows you to save a quick link to a specific filtered version of a report. Available filters for each report are covered more in-depth in each report’s documentation.
Summary Numbers / Chart #
At the top of the reports, the Chart and Summary numbers offer quick access to key data, trends of that data, and visualizations for changes over time in the period selected, and the period being compared against.
Summary Numbers #
The “Summary Number” tab gives you a quick view of the total figure for that metric over the period selected, the total number for the period being compared, and the percentage trend between those two figures. By clicking on a Summary Number, that particular metric is then displayed in the chart.
Chart #
The charts on report pages offer quite a few options to customize the visualization of data. The “Data Legend” (labeled “a” in the above screenshot) allows you to toggle the visibility of the different data set periods. The “Interval Selector” (labeled “b”) allows you to adjust the interval displayed in the chart. The options available here are dependent upon the length of the date range selected:
| LENGTH OF DATE RANGE | INTERVAL OPTIONS |
|---|
| One year or more | ‘day’, ‘week’, ‘month’, ‘quarter’, ‘year’ |
| 90 days to 1 year | ‘day’, ‘week’, ‘month’, ‘quarter’ |
| 1 month – 89 days | ‘day’, ‘week’, ‘month’ |
| 1 week – 28 days | ‘day’, ‘week’ |
| 1 day – 1 week | ‘day’ |
| 1 day | ‘day’, ‘hour’ |
And lastly, you can adjust the “Type of Chart” being displayed (labeled “c”) between a bar or line chart.
Table #
The table which displays the detailed data on Analytics reports also has a number of features that allow you to customize how the data is displayed, and even an option to download a CSV copy of the data used in the report for further analysis.
Download (to CSV) #
If you would like to download a copy of the data contained in the report table, you can do so by clicking the Download button in the table header. If the amount of data shown in the report is limited to one page ( e.g. there are no pagination options shown in the table footer ), the CSV file will download immediately.
If your selected date range results in a data set that spans more than one page in the table, your CSV download will be processed as a background job by WooCommerce. Once the data is ready to be downloaded, an email will be sent to the address that is attached to your WordPress account with a link to download the file.
When the data displayed in the table is larger than the default single page size of 25, some pagination options will appear in the table footer area. Directional buttons–labeled < and >–enable you to move backward and forward between pages, and a text field will allow you to jump to a specific page number. Furthermore, you can change the number of rows to display per page.
Table Search Box #
On some reports, a search box is displayed in the table header area as well. For details on what the search box does on a given report, please refer to the associated documentation for that report.
