<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>
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<div style="text-align: center;margin-bottom: 10px"><span style="font-weight: bold;font-size: 18px;color: #222"> Happy Customer Review</span></div>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
<ul class="wccom-tick-list-primary">
<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>
<ul class="wccom-tick-list-primary">
<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>

<ul class="wccom-tick-list-primary">
<li><strong>Use PayHelm’s powerful tools to build sophisticated reports</strong></li>
<li><strong>Grow your Woo store with insights gained from exploring your data</strong></li>
<li><strong>Enjoy effortless access to customer, product, sales, logistics, and financial data</strong></li>
</ul>
<hr class="wccom-product-heading__hr" />
<p>The <strong>PayHelm Reports & Analytics</strong> 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.</p>
<p>PayHelm’s analytics capabilities include ready-made and customizable reports with insights into products, customers, sales, logistics, finances, taxes, and more.</p>
<p>Use <strong>PayHelm Reports & Analytics</strong> to grow your business by taking control of your data—if you can measure it, you can grow it!</p>
<h3 class="wp-block-heading"><strong>Features</strong></h3>
<h4><strong>Products reports</strong></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><strong>Tax reports</strong></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><strong>Advanced filters</strong></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><strong>Integrations</strong></h4>
<p>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.</p>
<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><strong>How PayHelm works</strong></h4>
<p>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.</p>
<p>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.</p>
<h4><strong>Pricing</strong></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

<p>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.</p>

Role Based Analytics vs PayHelm: Export, Reports & Analytics