<h2>Shop As A Customer and Create Orders For Offline Users</h2>
<p><span style="font-weight: 400">WooCommerce shop as a customer plugin allows admin to use their online store as a customer to create orders on behalf of registered or new customers. Shop as Customer allows you to access the front end of your store as a customer and manage orders that are received by phone or email.</span></p>
<p><span style="font-weight: 400">With just one click, you can switch between the customer and the administrator. This plugin has a user-friendly interface and placing orders on behalf of your customers is now easier which leads to increased store conversion.</span></p>
<h3><strong>Features</strong></h3>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Create orders on behalf of customers</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Shop as a guest customer</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Switch to any user role</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">View Customer Logins History in Log</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Search customers by name or email</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Record orders you take on the phone, email, etc.</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Use the store as a customer</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Switch between user and admin mode easily</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Option to use offline payment method for order</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Search customers by address, company name, and phone number</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Send invoices to customers from the thankyou page</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Allow specific user roles to log in as a customer</span></li>
<li>Compatible with <strong><a href="https://woocommerce.com/products/user-roles-editor-for-woocommerce/" target="_blank" rel="noopener">User Role Editor</a></strong></li>
</ul>
<div class="woo-sc-box normal" style="background-color: #beecba">This Plugin is fully compatible with HPOS(High-Performance Order Storage) and Multisite.</div>
<h3><strong>Shop as any customer</strong></h3>
<p><span style="font-weight: 400">WooCommerce shop as a customer allows the admin to </span><span style="font-weight: 400">easily switch to any customer and create an order for them.</span><span style="font-weight: 400"> It displays a list of all your customers and other user roles.</span></p>
<p><img class="aligncenter wp-image-8541366 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/shop-as-a-customer-allows-the-admin-to-easily-switch-to-any-customer-and-create-an-order-for-them.png" alt="shop as a customer allows the admin to easily switch to any customer and create an order for them" width="1148" height="440" /></p>
<h3>Shop as a guest customer</h3>
<p><span style="font-weight: 400">This plugin enables you to switch to a guest user to shop as a guest customer on your online store.</span></p>
<p><img class="aligncenter wp-image-8477011 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/guest-1.png" alt="WooCommerce shop as a customer - Shop as guest customer" width="663" height="266" /></p>
<h3>View Customer Logins History in Log</h3>
<p><strong><span style="font-weight: 400">WooCommerce login as a customer can record the history of customers’ accessed accounts. You can easily view and export these records, as well as contact customers through WhatsApp. This plugin is also compatible with </span><a href="https://woocommerce.com/products/order-on-whatsapp-for-woocommerce/" target="_blank" rel="noopener">Order on Whatsapp</a></strong>.</p>
<p><img class="aligncenter wp-image-8541366 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/View-Customer-Logins-History-in-Log.png" alt="WooCommerce shop as a customer - Login history log" width="1148" height="440" /></p>
<h3>Search Customers by name or email</h3>
<p><span style="font-weight: 400">Admin can easily find any customers by searching them by name or email with WooCommerce shop as a customer.</span></p>
<p><img class="size-medium wp-image-18734005905577 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/03/Search-Customers-by-name-or-email-3.png?w=896" alt="Search Customers by name or email" width="896" height="236" /></p>
<h3>View customer orders and profiles</h3>
<p><span style="font-weight: 400">WooCommerce Login as a customer enables the store admin to select any customer from the list to see their profile and orders and can switch to the specific customer.</span></p>
<p><img class="size-medium wp-image-18734005905586 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/03/View-customer-orders-and-profiles-1.png?w=896" alt="View customer orders and profiles" width="896" height="181" /></p>
<h3>Switching back to Admin</h3>
<p><span style="font-weight: 400">Shop as a client allows the admin to change its status easily by clicking on the ‘Switch Back’ button in the bar.</span></p>
<p><img class="aligncenter wp-image-5501657 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/3-1.png" alt="Shop as a Customer - Switching back to Admin" width="750" height="274" /></p>
<h3><b>Search Customers by their Information</b></h3>
<p><span style="font-weight: 400">Easily search any customers based on their company name, address, and phone number. This way you can easily search a customer based on their information and start shopping as a customer.</span></p>
<p><img class="aligncenter wp-image-8541366 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/Search-Customers-by-their-Information-1.png?w=896" alt="Search Customers by their Information" width="1148" height="440" /></p>
<p><b>Send Order Invoices to Customers</b></p>
<p><span style="font-weight: 400">Keep customers informed when you log in and shop as a customer. Send the order invoice to the customer from the thankyou page so they have all the details of the order placed by you.</span></p>
<p><img class="size-medium wp-image-18734005905688 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/03/image-12-1.jpeg?w=751" alt="" width="751" height="736" /></p>
<h3>Offline payment method option</h3>
<p><span style="font-weight: 400">Admin can use the offline payment method when they are ordering the products on behalf of customers.</span></p>
<p><img class="aligncenter wp-image-6805307 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/2020-11-11_11-54-54.png" alt="shop as a customer - Offline payments" width="834" height="500" /></p>
<h3>Allow specific user roles to log in as a customer</h3>
<p><span style="font-weight: 400">You can also empower specific users by giving them roles so that they can also log in and shop on behalf of your valuable customers.</span></p>
<p><img class="aligncenter wp-image-8541353 size-full" src="https://woocommerce.com/wp-content/uploads/2020/03/Allow-specific-user-roles-to-login-as-customer.png" alt="WooCommerce shop as client - Allow specific user roles to log in as a customer" width="857" height="539" /></p>
<p> </p>
<h2>Compatibility</h2>
<p>Our plugins are designed to be highly versatile and also compatible with the most commonly used themes, browsers, builders, and mobile views. We understand the importance of flexibility and integration when it comes to enhancing your website’s functionality. Our plugins can effortlessly integrate with the following:</p>
<h3>Themes Compatibility</h3>
<ul>
<li>Store Front</li>
<li>Avada</li>
<li>Flatsome</li>
<li>Woodmart</li>
<li>WooCommerce default theme</li>
<li>Divi</li>
</ul>
<h3>Builders</h3>
<ul>
<li>Elementor</li>
<li>Bakery</li>
</ul>
<h3>Compatible with</h3>
<ul>
<li>Multi-Site</li>
<li>PHP 8</li>
</ul>

Shop as a Customer

<p><span style="font-weight: 400">Shop as a Customer to Create Orders for Offline Users. Switch Between Admin and Customer View in a Few Clicks!</span></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>
<hr />
<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>
<hr />
<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>
<hr />
<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>
<hr />
<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>
<hr />
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<td>
<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>
<p> </td>
</tr>
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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>

Shop as a Customer vs Role Based Analytics