<h2>Gain Financial Control with Cost & Reports for WooCommerce</h2>
Take command of your store’s finances with Cost & Reports for WooCommerce. This comprehensive tool enables bulk cost and price management, intuitive financial reporting, and insights to optimize pricing strategies and enhance operational efficiency.
Streamline Financial Management: 
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.
Enhanced Reporting: 
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.
Dynamic Pricing and Bulk Editing: 
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.
Key Benefits
<ul class="wccom-tick-list-primary">
<li class="li1">In-Depth Financial Insights – Monitor costs, profits, and key financial metrics for precise control.</li>
<li class="li1">Comprehensive Reporting – Access detailed sales and customer reports to drive informed decision-making.</li>
<li class="li1">Efficient Bulk Management – Quickly update costs, prices, and stock levels across your product catalog.</li>
<li class="li1">User-Friendly Interface – Simplify complex financial tasks with a clear, intuitive layout.</li>
<li class="li1">Data Export Capabilities – Export data to CSV and .xlsx files for further analysis.</li>
<li class="li1">Refund Tracking – See refunds directly in order and product reports for comprehensive profit tracking.</li>
<li>Dark Mode: Seamlessly integrated for a sleek and modern look, enhancing usability during late hours. (NEW)</li>
<li class="li1">Award-Winning – Recognized by TechReport as one of the best WooCommerce accounting tools in 2024.</li>
</ul>
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>.
<h2 class="p1">Powerful Table Editor for Product Costing</h2>
<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>
The Cost & Reports 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.
The table editor offers:
<ul class="ul1">
<li class="li1">Detailed Financial Overview – Display total and individual cost values, retail values, and profits.</li>
<li class="li1">Intuitive Search and Filter – Use range filters and customizable views to isolate specific data points.</li>
<li class="li1">Data Customization – Hide or show product IDs, SKUs, and more for tailored views.</li>
<li class="li1">Easy Sorting and Exporting – Sort data by column and export filtered results in CSV or .xlsx formats</li>
</ul>
<h2>Bulk Editing Made Simple</h2>
<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>
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.
Example: Increase “other cost” for all products by a fixed amount or apply a round function for smoother price adjustments. Cost & Reports recalculates markup automatically to match your new prices.
<h2>Product-Specific Cost Tracking</h2>
<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>
On each product page (or for each product variation), add purchase prices and cost of goods. With Cost & Reports, bulk editor functions allow quick updates across multiple products, ensuring consistent and accurate pricing across the board. New in version 3.5.4: Support for the native WooCommerce Cost of Goods (COGS) field has been added. You can enable this integration in the plugin settings.
<h2>VAT and Profit Calculations Made Easy</h2>
<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>
Adjust prices for VAT with ease. Select “Regular Price inc. VAT” to convert prices ex. VAT automatically. If a product is on sale, it appears with a gold-colored border for easy identification. Cost & Reports provides calculated values for retail, cost, and profit, with prices displayed in blue for VAT-inclusive and black for VAT-exclusive.
<h2>Advanced Range Filtering</h2>
<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>
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.
<h2>Reports for Orders, Products, and Customers</h2>
<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>
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>.
<h3>Customer Filter – Targeted Analytics for In-Depth Insights</h3>
<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>
Unlock deeper insights in your WooCommerce store with the Customer Filter in Cost & Reports. 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.
Key Features & Benefits:
<ul>
<li>Comprehensive Customer Insights 
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>Seamless Date Integration 
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>Consistent Reporting Across Tabs 
Filters apply consistently across all report tabs—orders, products, and customers—giving you a cohesive view of customer data across various metrics.</li>
<li>Enhanced Export Options 
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>
The Customer Filter 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.
<h2>Report per Product/Variation</h2>
<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>
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.
<h2>Reports by Customer</h2>
<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>
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.
<h4>Customers Totals</h4>
<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>
Click on the info icon to see the customers totals (new in vs 3.4.4).
<h2>Row search and automatic calculations</h2>
<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>
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.
<h3>Live reports</h3>
<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>
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.
<h3>History Added To Order Items</h3>
<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>
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)
<h3 class="p1">Export Detailed Reports – Orders & Products</h3>
<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>
Cost & Reports provides two powerful ways to export your store data:
<h4 class="" data-start="374" data-end="419">Download (.csv) — Full Data Export</h4>
This button generates a complete CSV export with all relevant fields — including several that aren’t visible in the on-screen report.
<ul data-start="560" data-end="854">
<li class="" data-start="560" data-end="684">
From the Orders tab, you’ll get per-order summaries with totals, profits, shipping, tax, customer details, and more.
</li>
<li class="" data-start="685" data-end="854">
From the Products tab, the CSV includes line-item detail per product sold — with quantities, costs, profit margins, category, SKU, product type, and refunded data.
</li>
</ul>
This is ideal for accounting, custom reports, or importing into other systems.
<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>
<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"> 
</a>
<h4 class="" data-start="936" data-end="996">Export Table (.xlsx) — Filtered On-Screen Export</h4>
This button exports only what’s currently visible in the report table — including your filters, search terms, date ranges, and sorted columns. It produces a clean .xlsx file, compatible with Excel, Google Sheets, and Apple Numbers — great for quick insights or sharing filtered reports.
<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>
 
<h3 class="p1">Already Using Cost of Goods for Your Products?</h3>
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 by default creates a cost of goods field that is used on all your products. More information about this integration is available in the documentation. New in version 3.5.4: Support for the native WooCommerce Cost of Goods (COGS) field has been added. You can enable this integration in the plugin settings.
With Cost & Reports, get control over your store’s profits, revenue, and pricing decisions with comprehensive data and advanced tools for informed, efficient management.

Cost & Reports

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

<ul class="wccom-tick-list-primary">
<li>Use PayHelm’s powerful tools to build sophisticated reports</li>
<li>Grow your Woo store with insights gained from exploring your data</li>
<li>Enjoy effortless access to customer, product, sales, logistics, and financial data</li>
</ul>
<hr class="wccom-product-heading__hr" />
The PayHelm Reports & Analytics extension connects your Woo store to PayHelm’s powerful reporting tools. PayHelm helps thousands of companies build custom reports and uncover deep insights about their businesses.
PayHelm’s analytics capabilities include ready-made and customizable reports with insights into products, customers, sales, logistics, finances, taxes, and more.
Use PayHelm Reports & Analytics to grow your business by taking control of your data—if you can measure it, you can grow it!
<h3 class="wp-block-heading">Features</h3>
<h4>Products reports</h4>
<ul>
<li>Analyze your products by total sales, orders, average price, gateway fees, product cost, profits, and more.</li>
<li>Filter your sales data by various periods and compare performance</li>
<li>Drill into your data by keyword and analyze all product performance by that filter</li>
<li>Analyze product sales by variant, SKU, Brand</li>
<li>Filter or report by product details like size, mix, model, brand, ounces, etc.</li>
<li>Customer reports</li>
<li>See which customers purchase the most</li>
<li>Know which customers drive the most profits</li>
<li>See customers’ purchasing behavior over the last five years in a trend</li>
<li>Dive into any aspect of your customer’s data</li>
</ul>
<h4>Tax reports</h4>
<ul>
<li>See your taxes paid broken down by country or state</li>
<li>Trend taxes over time for any customer, customer group, marketing campaign, or custom data tag</li>
<li>Know which products are the most profitable given any tax rate</li>
<li>Marketing performance</li>
<li>Analyze referral or paid search performance</li>
<li>Know which campaigns convert best and are the most profitable</li>
<li>See which customers come in through which campaigns</li>
<li>Catch referral sources you didn’t know existed</li>
<li>Closed loop attribution available on any report</li>
</ul>
<h4>Advanced filters</h4>
<ul>
<li>Filter each linked account</li>
<li>Drill into Product Options, Custom Fields, Brand, SKU, Vendor, Product Type</li>
<li>Analyze inventory based on tags, collections, or accounts</li>
<li>See sales, fees, profits by payment status, currency, buyer country, and buyer state</li>
<li>Analyze sales from channels that use Codisto, inkFrog, and CedCommerce</li>
<li>See data from ShipStation, including shipping label costs, shipping insurance, and related shipping info</li>
</ul>
<h4>Integrations</h4>
Connect Google Ads, Google Looker, Facebook Ads, Pinterest, PayPal, Google Analytics, Stripe, Braintree, eBay, Amazon, Walmart, Etsy, USPS, FedEx, ShipStation, Mailchimp, Klaviyo, Salesforce (SFDC), Google Drive, Omnisend, FTP, Wix, and more.
<ul>
<li>Connect HubSpot and import customers or metadata</li>
<li>Connect Google Ads, Meta Ads, and Bing Ads to understand ROAS and marketing ROI</li>
<li>Connect Klaviyo, Omnisend, and Mailchimp to measure email performance</li>
<li>Connect OpenAI to gain valuable insights into your business</li>
<li>Connect Google Sheets and Google Drive to automate data import or export</li>
<li>Connect Amazon, Etsy, and Walmart to import orders automatically and connect metadata</li>
<li>Create an API Store integration to import data from another store to your Woo analytics and reporting</li>
</ul>
<h4>How PayHelm works</h4>
Once you install PayHelm, we will automatically import your data from the past five years. We make up to seven data calls to the Woo data system to import, correlate, and analyze your data to ensure complete and accurate reporting.
If you need a specific field or specific data added, we do that free of charge, with no worries or custom quotes from sales reps.
<h4>Pricing</h4>
<ul>
<li>Startup: $5/m for up to $10,000/m in sales</li>
<li>Professional: $25/m for up to $50,000/m in sales</li>
<li>Business: $50/m for up to $200,000/m in sales</li>
<li>Enterprise: $75+/m for over $200,00/m in sales</li>
</ul>

PayHelm: Export, Reports & Analytics

Analyze your customers, products, taxes, inventory, traffic, marketplaces, channels, and marketing campaigns.  Connect your shipping costs, gateway fees, and all meta data.  Export & sync your data & reports.

Cost & Reports vs PayHelm: Export, Reports & Analytics