<h2><strong>Gain Financial Control with Cost & Reports for WooCommerce</strong></h2>
<p class="p1">Take command of your store’s finances with <b>Cost & Reports for WooCommerce</b>. This comprehensive tool enables bulk cost and price management, intuitive financial reporting, and insights to optimize pricing strategies and enhance operational efficiency.</p>
<p class="p1"><b>Streamline Financial Management:</b><br />
Gain clarity over profitability with tools to manage costs, prices, and stock levels in bulk. Generate detailed reports for an in-depth view of your financial health, empowering data-driven decisions for better profitability.</p>
<p class="p1"><b>Enhanced Reporting:</b><br />
Track sales and customer activity with extensive filters by date range, customer, and product. Visual profit indicators and easy export options ensure you have actionable data at your fingertips.</p>
<p class="p1"><b>Dynamic Pricing and Bulk Editing:</b><br />
Effortlessly adjust prices, markups, and VAT-inclusive pricing with the table editor. Powerful bulk functions enable quick updates across multiple products, keeping inventory and pricing accurate with minimal effort.</p>
<p class="p1"><b>Key Benefits</b></p>
<ul class="wccom-tick-list-primary">
<li class="li1"><b>In-Depth Financial Insights</b> – Monitor costs, profits, and key financial metrics for precise control.</li>
<li class="li1"><b>Comprehensive Reporting</b> – Access detailed sales and customer reports to drive informed decision-making.</li>
<li class="li1"><b>Efficient Bulk Management</b> – Quickly update costs, prices, and stock levels across your product catalog.</li>
<li class="li1"><b>User-Friendly Interface</b> – Simplify complex financial tasks with a clear, intuitive layout.</li>
<li class="li1"><b>Data Export Capabilities</b> – Export data to CSV and .xlsx files for further analysis.</li>
<li class="li1"><b>Refund Tracking</b> – See refunds directly in order and product reports for comprehensive profit tracking.</li>
<li><strong>Dark Mode</strong>: Seamlessly integrated for a sleek and modern look, enhancing usability during late hours. (<strong>NEW</strong>)</li>
<li class="li1"><b style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em">Award-Winning</b><span style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em"> – Recognized by TechReport as one of the best WooCommerce accounting tools in 2024.</span></li>
</ul>
<p style="padding: 16px;background: #F5F5F5">Cost & Reports for WooCommerce has been recognized as one of the best accounting software solutions for WooCommerce in 2024 by <a href="https://techreport.com/business-software/best-accounting-software-for-woocommerce/" target="_blank" rel="noopener">TechReport</a>.</p>
<h2 class="p1"><b>Powerful Table Editor for Product Costing</b></h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.6.1-home.png"><img class="alignnone wp-image-18734006231842 size-large" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.6.1-home.png?w=980" alt="Cost & Reports - home tab" width="980" height="574" /></a></p>
<p class="p1">The <b>Cost & Reports</b> table editor is designed for efficient bulk updates and inventory management. Quickly modify purchase prices, costs, shipping fees, markups, and stock with ease. Automated price suggestions based on cost and markup make accurate pricing simpler.</p>
<p class="p1">The table editor offers:</p>
<ul class="ul1">
<li class="li1"><b>Detailed Financial Overview</b> – Display total and individual cost values, retail values, and profits.</li>
<li class="li1"><b>Intuitive Search and Filter</b> – Use range filters and customizable views to isolate specific data points.</li>
<li class="li1"><b>Data Customization</b> – Hide or show product IDs, SKUs, and more for tailored views.</li>
<li class="li1"><b style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em">Easy Sorting and Exporting</b><span style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em"> – Sort data by column and export filtered results in CSV or .xlsx formats</span></li>
</ul>
<h2>Bulk Editing Made Simple</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-bulk-cogs.png"><img class="alignnone wp-image-18734003207663 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-bulk-cogs.png" alt="Cost & Reports - bulk functions" width="1372" height="627" /></a></p>
<p class="p1">Bulk editing functions allow changes across rows with a few clicks. Adjust values like costs or markups with ease, apply rounding for cleaner pricing, and save updates with a single button.</p>
<p class="p1">Example: Increase “other cost” for all products by a fixed amount or apply a round function for smoother price adjustments. <b>Cost & Reports</b> recalculates markup automatically to match your new prices.</p>
<h2>Product-Specific Cost Tracking</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-product-page-view.png"><img class="alignnone size-full wp-image-18734001603049" src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-product-page-view.png" alt="" width="980" height="271" /></a></p>
<p class="p1">On each product page (or for each product variation), add purchase prices and cost of goods. With <b>Cost & Reports</b>, bulk editor functions allow quick updates across multiple products, ensuring consistent and accurate pricing across the board. <strong data-start="148" data-end="172">New in version 3.5.4</strong>: Support for the native <strong data-start="197" data-end="233">WooCommerce Cost of Goods (COGS)</strong> field has been added. You can enable this integration in the plugin settings.</p>
<h2>VAT and Profit Calculations Made Easy</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-prices.png"><img class="alignnone wp-image-18734003207666 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-prices.png" alt="Cost & Reports - prices" width="1372" height="627" /></a></p>
<p class="p1">Adjust prices for VAT with ease. Select <b>“Regular Price inc. VAT”</b> to convert prices ex. VAT automatically. If a product is on sale, it appears with a gold-colored border for easy identification. <b>Cost & Reports</b> provides calculated values for retail, cost, and profit, with prices displayed in blue for VAT-inclusive and black for VAT-exclusive.</p>
<h2>Advanced Range Filtering</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-range-filter.png"><img class="alignnone wp-image-18734003207672 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-range-filter.png" alt="Cost & Reports - range filter" width="1374" height="401" /></a></p>
<p class="p1">Filter data based on specific metrics like purchase price, cost, markup, or profit. Use range filters to set thresholds and refine data views. Easily reset filters to return to your complete dataset.</p>
<h2>Reports for Orders, Products, and Customers</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-orders.png"><img class="alignnone wp-image-18734004664006 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-orders.png" alt="Orders report" width="1579" height="1203" /></a></p>
<p class="p1">This report view shows all sales in a date range, set your own range using the date selectors or use the predefined ranges. In the table, you will find order ID (links to the order page), customer, role, date, status, quantity of items, profit, cost of goods, net sales and taxes for the selected period. On the right side of the table you find the key values and averages from the period. Color indicators in the table for high and low profit are also included, these can be easily adjusted in the settings. Use the “search in rows” to filter the reports, filter in order id, customer, role and date. The role and company column (option in settings) is added to support role-based extensions like <a href="https://woocommerce.com/products/roles-rules-b2b/">Roles & Rules B2B</a>.</p>
<h3>Customer Filter – Targeted Analytics for In-Depth Insights</h3>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png"><img class="alignnone wp-image-18734004664021 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png" alt="Customer filter" width="1257" height="364" /></a></p>
<p>Unlock deeper insights in your WooCommerce store with the <strong>Customer Filter</strong> in <strong>Cost & Reports</strong>. This versatile, multi-select filter allows you to view and analyze store data by specific customers, grouped by name and role, enabling targeted reports for focused business insights.</p>
<p><strong>Key Features & Benefits:</strong></p>
<ul>
<li><strong>Comprehensive Customer Insights</strong><br />
View detailed customer activity by filtering based on name and role. This makes it easy to analyze purchasing patterns and tailor marketing strategies to specific customer segments.</li>
<li><strong>Seamless Date Integration</strong><br />
Combine the customer filter with custom date ranges to track revenue trends over time. This powerful combination lets you measure the impact of marketing campaigns or seasonal shifts on customer purchasing behavior.</li>
<li><strong>Consistent Reporting Across Tabs</strong><br />
Filters apply consistently across all report tabs—orders, products, and customers—giving you a cohesive view of customer data across various metrics.</li>
<li><strong>Enhanced Export Options</strong><br />
Export reports with customer filters included, ensuring your insights are retained in CSV or .xlsx files. This allows for straightforward data presentation and further external analysis as needed.</li>
</ul>
<p>The <strong>Customer Filter</strong> is ideal for gaining precise insights into customer behavior, segmenting data by role, and ensuring that all critical data is accessible, organized, and ready for in-depth analysis.</p>
<h2>Report per Product/Variation</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-products-report.png"><img class="alignnone wp-image-18734004664004 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-products-report.png" alt="Products report" width="1583" height="1238" /></a></p>
<p>The products view has the same features for selecting date ranges and the download .csv button. This table starting by showing averages then order id, category (link to edit products in category), product/variation name, SKU, quantity, price (when purchased), net sale and profit (including percent). Sort the columns as you like. On the right side of the table is a top products in period based on quantity and profit. And other key values and averages from the selected period.</p>
<h2>Reports by Customer</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customers.png"><img class="alignnone wp-image-18734004664003 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customers.png" alt="Customers report" width="1578" height="967" /></a></p>
<p>This report is set up so you can get some more information about the orders by customers. Here you will easy find the name, company, e.mail and phone if you need to contact the customer or want to export this information. In addition you find shipping, order total, total tax, items purchased, currency, country and the payment method. Use the row filter to sum up values for a customer or a company.</p>
<h4>Customers Totals</h4>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.4-customer-popup.png"><img class="alignnone size-full wp-image-18734003558898" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.4-customer-popup.png" alt="Cost & Reports for WooCommerce - totals popup" width="816" height="581" /></a></p>
<p>Click on the info icon to see the customers totals (new in vs 3.4.4).</p>
<h2>Row search and automatic calculations</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-row-filter.png"><img class="alignnone wp-image-18734003207779 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/crw-3.4.1-row-filter.png" alt="Filter" width="2023" height="559" /></a></p>
<p>Use the “search in rows” filter to get your selection of products/variations in the Products report. You can use order id, category, product and SKU when you want to filter in your product reports. When you filter you the plugin automatically update averages, best sellers, totals and more so you easy can se your gross sales and profit for your selection.</p>
<h3>Live reports</h3>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png"><img class="alignnone wp-image-18734004664021 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-customer-filter.png" alt="" width="1257" height="364" /></a></p>
<p>The reports now give you an automatic counter for new orders, you also have the option to update the reports automatically (option in settings). You can use this view, for example, as a live report and see the numbers and sold products updated throughout the day.</p>
<h3>History Added To Order Items</h3>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-order-page.png"><img class="alignnone wp-image-7739083 size-full" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-order-page.png" alt="CYP - order lines history" width="2288" height="1540" /></a></p>
<p>When customers purchase your products, Cost & Reports will add cost of goods and purchase price to each order line. This means that you will be able to see and edit what you bought the item for and cost of goods when you sold your products. This means that historically correct profits will be shown in the extension reports. (Cost of goods and purchase price on order items is for internal use)</p>
<h3 class="p1"><b>Export Detailed Reports – Orders & Products</b></h3>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export.png"><img class="alignnone wp-image-18734005295157 size-large" src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export.png?w=980" alt="export buttons" width="980" height="365" /></a></p>
<p class="" data-start="284" data-end="372"><strong data-start="284" data-end="318">Cost & Reports</strong> provides two powerful ways to export your store data:</p>
<h4 class="" data-start="374" data-end="419"><strong data-start="381" data-end="400">Download (.csv)</strong> — Full Data Export</h4>
<p class="" data-start="420" data-end="559">This button generates a <strong data-start="444" data-end="467">complete CSV export</strong> with all relevant fields — including several that aren’t visible in the on-screen report.</p>
<ul data-start="560" data-end="854">
<li class="" data-start="560" data-end="684">
<p class="" data-start="562" data-end="684">From the <strong data-start="571" data-end="581">Orders</strong> tab, you’ll get per-order summaries with totals, profits, shipping, tax, customer details, and more.</p>
</li>
<li class="" data-start="685" data-end="854">
<p class="" data-start="687" data-end="854">From the <strong data-start="696" data-end="708">Products</strong> tab, the CSV includes line-item detail per product sold — with quantities, costs, profit margins, category, SKU, product type, and refunded data.</p>
</li>
</ul>
<p class="" data-start="856" data-end="934">This is ideal for accounting, custom reports, or importing into other systems.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-orders.png"><img class="alignnone size-large wp-image-18734005295175" src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-orders.png?w=980" alt="export orders csv file" width="980" height="191" /></a></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-products.png"><img class="alignnone wp-image-18734005295176 size-large" src="https://woocommerce.com/wp-content/uploads/2020/04/cost-reports-3.5.3-export-products.png?w=980" alt="export order items / products csv file" width="980" height="126" /></a><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-table-report.png"><br />
</a></p>
<h4 class="" data-start="936" data-end="996"><strong data-start="944" data-end="968">Export Table (.xlsx)</strong> — Filtered On-Screen Export</h4>
<p class="" data-start="997" data-end="1301">This button exports <em data-start="1017" data-end="1048">only what’s currently visible</em> in the report table — including your filters, search terms, date ranges, and sorted columns. It produces a clean <strong data-start="1162" data-end="1176">.xlsx file</strong>, compatible with <strong data-start="1194" data-end="1203">Excel</strong>, <strong data-start="1205" data-end="1222">Google Sheets</strong>, and <strong data-start="1228" data-end="1245">Apple Numbers</strong> — great for quick insights or sharing filtered reports.</p>
<p><a href="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-table-report.png"><img class="alignnone size-full wp-image-18734004664080" src="https://woocommerce.com/wp-content/uploads/2020/04/cyp-3.4.13-table-report.png" alt="Export Table" width="980" height="227" /></a></p>
<p> </p>
<h3 class="p1"><b>Already Using Cost of Goods for Your Products?</b></h3>
<p class="p1">If you are already using the cost of goods field for your products, then just go to settings > integration and enter the cost of goods field; Cost & Reports will use this value for cost of goods in related calculations. If you do not have this plugin, Cost & Reports <strong>by default creates a cost of goods field</strong> that is used on all your products. More information about this integration is available in the documentation. <strong data-start="148" data-end="172">New in version 3.5.4</strong>: Support for the native <strong data-start="197" data-end="233">WooCommerce Cost of Goods (COGS)</strong> field has been added. You can enable this integration in the plugin settings.</p>
<p class="p1">With <b>Cost & Reports</b>, get control over your store’s profits, revenue, and pricing decisions with comprehensive data and advanced tools for informed, efficient management.</p>

Cost & Reports

<p>Add Cost of Goods, Adjust Margins, and Update Prices with Smart Suggestions. Track Profitability and Financial Health through Detailed Reports.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Dedicated User Roles Report:</strong> A full analytics page just for <strong>User roles</strong>, complete with performance cards, charts, and comparisons.</li>
<li><strong>Performance Cards:</strong> At a glance, see key metrics like <strong>Orders, Customer count, Gross sales, returns, net sales, Total sales, and Average order</strong> value.</li>
<li><strong>Single or Multiple User Role Filters:</strong> Drill into a single User Role or compare multiple <strong>User Roles</strong> side by side.</li>
<li><strong>User Role Comparison Charts:</strong> Visualize <strong>User Role</strong> performance over time with line or bar charts.</li>
<li><strong>Leaderboard :</strong> Instantly see your top-performing <strong>User Roles</strong> ranked by orders, gross sales, returns, net sales, and total sales—right in your WooCommerce analytics dashboard.</li>
<li><strong>User Role Aliases (Analytics-Only)</strong> – Group multiple User Roles under custom aliases for simplified reporting.</li>
<li><strong>User Roles Column:</strong> See which <strong>User Roles</strong> are associated with orders,  products, categories, coupons, downloads and Customers report page.</li>
<li><strong>Export to CSV:</strong> All reports and the dedicated <strong>User Roles</strong> page export with User Role data included.</li>
<li><strong>Works with Any User Role:</strong> Supports WordPress built-in User Roles plus custom User Roles created by plugins or code.</li>
<li><strong>No Setup Required:</strong> Just activate the plugin—your Analytics dashboard gets powerful new insights instantly.</li>
</ul>
<h3>Works with All User Roles, Globally</h3>
<p data-start="399" data-end="678">Role Based Analytics for WooCommerce plugin fully supports <strong data-start="425" data-end="468">custom user roles created by any plugin</strong>, as well as the <strong data-start="485" data-end="502">default roles</strong> that come with WordPress and WooCommerce. This means you don’t have to worry about compatibility—whether roles are built-in or added by another tool, they’re all recognized.</p>
<p data-start="680" data-end="849">To make it clear, here are some of the default roles you’ll already find in WordPress and WooCommerce:<br data-start="782" data-end="785" /><strong data-start="785" data-end="847">Administrator, Editor, Author, Shop Manager, and Customer.</strong></p>
<p data-start="851" data-end="1045">Because the plugin supports user roles <strong data-start="890" data-end="902">globally</strong>, you can be confident that sales data will always be tracked and reported correctly, no matter how your site defines or organizes its users.</p>
<div style="border: 1px solid #e0e0e0;border-radius: 8px;padding: 20px;background: #fff;font-family: Arial, sans-serif;line-height: 1.6;color: #333;max-width: 800px;margin: 20px auto">
<p></p>
<div style="text-align: center;margin-bottom: 10px"><span style="font-weight: bold;font-size: 18px;color: #222"> Happy Customer Review</span></div>
<p></p>
<div style="text-align: center;margin-bottom: 12px"></div>
<p></p>
<p style="margin: 0;font-size: 15px">“We were looking for a solution to get analytics of the different user roles we have in WooCommerce (b2c and different b2b-roles). I tested different plugins of which “Role Based Analytics” was the best integrated one in the WooCommerce environment. You still use the same reports as before but get the opportunity to show the stats by <strong>user-role</strong>. Also it creates dashboard widgets with the most important stats which helps a lot! At the beginning we had some functionalities that we were missing but the support-team integrated them within days and the <strong>support</strong> in generel is phenomenal! So thank you so much for that <strong>beautiful solution and the great support!</strong> This is how it should be done by all plugin-developers!”</p>
<p></p>
<div style="margin-top: 18px;padding: 12px;background: #f8f9fa;border-left: 4px solid #0073aa;border-radius: 4px">
<p style="margin: 0;font-size: 14px;color: #555"><strong>Note:</strong> We are currently collecting verified reviews from our users. Once enough feedback has been submitted, reviews will automatically appear in the public <strong>Reviews</strong> section of this page.</p>
</div>
</div>
<h2>Unlock Powerful User Role Insights in WooCommerce</h2>
<p class="p1">When organize your customers with Custom User Roles, Role Based Analytics for WooCommerce gives you deeper insights into those User Roles. The plugin adds a dedicated User Roles report to your Analytics dashboard, letting you filter, compare, and track performance by User Role. In just a few clicks, view sales, orders, product performance, and coupon usage for any User Role—all without changing your usual WooCommerce workflow.</p>
<figure id="attachment_18734005698044" aria-describedby="caption-attachment-18734005698044" style="width: 896px" class="wp-caption alignnone"><img class="size-medium wp-image-18734005698044" src="https://woocommerce.com/wp-content/uploads/2025/07/Copy-of-See-sales-performance-by-user-role.jpg?w=896" alt="WooCommerce User Roles report with performance cards, time comparison chart, and role table" width="896" height="597" /><figcaption id="caption-attachment-18734005698044" class="wp-caption-text">Performance cards for gross, net, and total sales with a time comparison chart and detailed user role table.</figcaption></figure>
<p> </p>
<h3>User Roles Report Page</h3>
<p>Dive deeper into customer behavior with the <strong>User Roles Report Page</strong> in Role Based Analytics for WooCommerce. It gives you powerful tools to analyze sales and performance across User roles, all in one place:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Performance Cards</strong><br />
Instantly see key metrics like orders, customer count gross sales, returns, net sales, total sales, and average order value—summarized for the selected period.</li>
<li><strong>User Role Comparisons</strong><br />
Compare multiple User roles side by side with interactive charts. Track trends over time and see how different User roles perform across sales metrics.</li>
<li><strong>Visualize with Time & User Role Charts</strong><br />
Switch between <em>Time Comparison</em> (this period vs. previous) and <em>User Role Comparison</em> charts to spot trends. View sales over time or compare multiple User roles side by side.</li>
<li><strong>Single & Multi-User Role Filtering</strong><br />
Zoom into a specific User Role or analyze several User Roles at once for more flexible insights.</li>
<li><strong>CSV Export</strong><br />
Download detailed, User role-based reports in CSV format for deeper analysis outside WooCommerce.</li>
<li><strong>Actionable Insights</strong><br />
Spot role-based trends at a glance and use the data to refine pricing strategies, promotions, or loyalty programs tailored to each customer group.</li>
</ul>
<hr />
<h3>Leaderboard</h3>
<p>Easily identify your most valuable customer groups! The new Leaderboard feature in Role Based Analytics for WooCommerce gives you a clear table showing:</p>
<ul class="wccom-tick-list-primary">
<li><strong>User Role Rankings</strong><br />
See which user roles generate the most orders, gross sales, returns, net sales, and total sales.</li>
<li><strong>Quick Insights</strong><br />
Spot trends and compare user group performance at a glance—perfect for tracking wholesale, retail, member, and guest sales.</li>
<li><strong>Actionable Data</strong><br />
Use leaderboard insights to shape your marketing, target high-value segments, or reward your top-performing user roles.</li>
</ul>
<hr />
<h3>Products Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>See which user roles are buying each product.</strong><br />
Instantly view and compare sales, revenue, and order counts segmented by user role.</li>
<li><strong>Filter the products report by any user role.</strong><br />
Focus only on the data for Wholesale, Retail, Member, or any custom group.</li>
</ul>
<hr />
<h3>Categories Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Analyze category sales by user role.</strong><br />
Understand which customer groups are purchasing from each category.</li>
<li><strong>Filter category analytics for detailed insights.</strong><br />
Drill down to see sales for a specific user role in any product category.</li>
</ul>
<hr />
<h3>Orders Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Segment orders by user role.</strong><br />
Instantly identify who is placing orders—Retail, Wholesale, Guest, and more.</li>
<li><strong>Apply user role filters to order analytics.</strong><br />
Quickly narrow down reports to see orders placed by a specific customer group.</li>
</ul>
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<h3>Coupons Report Page</h3>
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<li><strong>Track coupon usage by user role.</strong><br />
See which customer segments are using your discounts and promotions.</li>
<li><strong>Filter coupon analytics to optimize offers.</strong><br />
Analyze coupon performance for each user role and adjust your marketing strategy.</li>
</ul>
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<h3>Downloads Report Page</h3>
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<li><strong>Monitor downloads by user role.</strong><br />
View which User Roles are accessing your downloadable products.</li>
<li><strong>Filter download reports for targeted analysis.</strong></li>
<li>Understand digital product usage across different customer groups.</li>
</ul>
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<h3>Customers Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Filter customers by User Role.</strong> Works with built-in and custom roles.</li>
<li><strong>See key metrics at a glance.</strong> Orders, Total Spend, Last Active, Date Registered, Postal Code, Email, and Role.</li>
<li><strong>Search within any role.</strong> Quickly locate specific customers by name, username, or email.</li>
<li><strong>Include Guest customers.</strong> Track non-registered buyers alongside registered users.</li>
<li><strong>Export filtered results.</strong> Download role-specific customer lists for outreach or analysis.</li>
</ul>
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<h2>How to Get Started</h2>
<ol>
<li><strong>Purchase and download</strong> the Role Based Analytics for WooCommerce extension.</li>
<li><strong>Install and activate</strong> the .zip file in your WooCommerce store.</li>
<li><strong>Customize to your needs</strong> in the Analytics > Settings panel (optional).</li>
<li><strong>Open WooCommerce Analytics</strong>—your reports now have user role filters and columns!</li>
</ol>
<p>That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.</p>
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<h2>Documentation</h2>
<p>Need guidance? Check out the comprehensive documentation to learn everything you need to know about the Role Based Analytics for WooCommerce extension.</p>
<h4><a href="https://woocommerce.com/document/role-based-analytics-for-woocommerce/" target="_blank" rel="noopener">View documentation</a></h4>
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<h2>Support</h2>
<p>If you have pre-sale questions or need help, <span class="link-annotation-unknown-block-id--992406005">get in touch</span> with our friendly Support Engineers.</p>
<h4><a href="https://coderplus.co/contact/" target="_blank" rel="noopener">Get support</a></h4>
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Role Based Analytics

<p class="p1">Filter and compare WooCommerce sales reports by user role. Supports WordPress defaults and custom roles to highlight customer group-level performance.</p>

Cost & Reports vs Role Based Analytics