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<li><strong>Flexible scheduling</strong></li>
<li><strong>Multiple sales reports</strong></li>
<li><strong>Customize report emails</strong></li>
<li><strong>Customize report totals</strong></li>
<li><strong>Customize report details</strong></li>
<li><strong>Subscription reports</strong></li>
</ul>
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<h3>Flexible scheduling</h3>
<p>Our flexible scheduler allows you to schedule daily, weekly, or monthly reports. You can also limit sales data reporting to less than 24 hours. For instance, you can create reports for a single shift or overnight.</p>
<p><img class="aligncenter wp-image-18734004235712" src="https://woocommerce.com/wp-content/uploads/2022/11/Flexible-Scheduling.png" alt="" width="600" height="528" /></p>
<h3><strong>Multiple sales reports</strong></h3>
<p>You can schedule multiple reports with different data and KPIs. For instance, you can follow sales in a daily report, marketing ROI in a weekly report, and send a monthly report to your finance team.</p>
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<h3><strong>Customize report emails</strong></h3>
<p>Customize each report’s email recipients, email subjects, and email content. Add your logo to your email headers to customize your report emails with your brand’s style. Preview your reports by sending test emails before you schedule them.</p>
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<p><img class="aligncenter wp-image-18734004235716" src="https://woocommerce.com/wp-content/uploads/2022/11/Customize-The-Report-Emails.png" alt="" width="600" height="511" /></p>
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<h3><strong>Customize report totals</strong></h3>
<p>Each report allows you to select which report totals to display. Choose to display gross totals and net sales, coupon usage, refunds, taxes, shipping charges, total signups, and more.</p>
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<p><img class="aligncenter wp-image-18734004235718" src="https://woocommerce.com/wp-content/uploads/2022/11/Customize-the-Report-Totals.png" alt="" width="600" height="522" /></p>
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<h3><strong>Customize report details</strong></h3>
<p>Display detailed information on your store’s performance. Display top-selling products and categories, sales by billing or shipping country, sales by payment methods, coupon usage, and more.</p>
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<p><img class="aligncenter wp-image-18734004235720" src="https://woocommerce.com/wp-content/uploads/2022/11/Customize-the-Report-Details.png" alt="" width="600" height="522" /></p>
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<h3><strong>Subscription reports</strong></h3>
<p><strong>Email Reports</strong> is fully compatible with <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce Subscriptions</a>. You can include subscription data in reports, including active subscriptions, new signups, renewals, switches, re-subscriptions, and more.</p>
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<p>Monitor store performance automatically with the <strong>Email Reports</strong><span data-preserver-spaces="true"> plugin. Share critical information with staff and partners and use fact-based reports to find areas where you’re succeeding and where you can improve. Create automatic customized reports and perfect future performance.</span></p>

Email Reports

<p>Email Reports sends a daily, weekly, or monthly sales report by email from your WooCommerce store. You can schedule multiple reports, choose which information to display, compare to the previous period, show subscriptions data and more..</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>

Email Reports vs PayHelm: Export, Reports & Analytics