DBAR Productions

<p>This is a very simple and lightweight plugin that allows you to filter the sales reports in WooCommerce by user roles. Works great with plugins like <a href="https://stephensherrardplugins.com/plugins/woocommerce-wholesale-ordering/" rel="nofollow ugc">WooCommerce Wholesale Ordering</a> and <a href="https://stephensherrardplugins.com/plugins/woocommerce-user-role-pricing/" rel="nofollow ugc">WooCommerce User Role Pricing</a> where you have different role based pricing tiers or customer types. This plugin then would allow you to show sales reports for a specific customer type by selecting the appropriate role.</p>
<p>This only works for the “Orders” tab of the WooCommerce>Reports page. When you are on that tab of the reports page, you will see a “Filter by User Role” select box and a “Save and Update” button, near the bottom right-hand corner of the page. Simply select the role that you want to filter the order/sales reports by, and hit the save and update button. The selected role is saved in your user data so you can refresh the page or choose custom date ranges or other sections, etc., without losing your filter settings. To see all sales again, simply select “ALL” and press save and update again (which will delete the saved value from your user meta).</p>


Woocom Role Based Reports

Filter WooCommerce Sales Reports by user role

mystyleplatform

<p>You can view sales by state and refine searches by date.</p>
<h4>Requirements</h4>
<p>WordPress installation and WooCommerce Plugin</p>
<h4>Benefits</h4>
<ul>
<li>Get the numbers you need to do your quarterly or annual sale tax reporting</li>
<li>Run reports for all states to also get your Gross Sales and Non-Taxable Sales amounts for sales tax reporting</li>
<li>See your entire breakdown or use the summary numbers at the top</li>
<li>Automatic Accuracy and All-Accounted-For double-checking provides a quick way to verify your reports are accurate</li>
<li>Experienced San Diego based development team for support or custom feature development</li>
<li>Nexus check tab can check your sales in every state to see if you qualify for nexus in multiple states or not</li>
<li>Intended for single-nexus businesses or individuals (sales tax collected in one state).</li>
<li>Easy User Experience</li>
<li>Made in the USA</li>
</ul>
<h4>Plugin Features</h4>
<ul>
<li>Get quarterly or custom date range reports </li>
<li>Get All-Orders Reports or District Summary Reports with sales tallied and combined by tax rate distrcit </li>
<li>Get reports for sales in a single state for any date range and the sales tax that was charged.</li>
<li>Get reports for all sales in all states for any date range </li>
<li>Use the summary tiles at the top for quick access to totals and amounts for reporting</li>
<li>Click any summary tile to copy it’s number value to clipboard for faster reporting with less typing</li>
<li>These numbers can be used to report your sales and sales tax for any given state for any given date.</li>
<li>Include or filter any WooCommerce order statuses</li>
<li>Include or omit orders with negative amounts</li>
<li>Include or omit Shipping costs from gross sales and non-taxable totals </li>
<li>Includes a tab for the WooCommerce Analytics report data for reference</li>
<li>Automatically checks your reporting numbers vs WooCommerce Analytics numbers and highlights any discrepancies</li>
<li>Automatically checks your date range for valid start and end dates</li>
<li>Automatically checks your totals to make sure nothing is missing</li>
<li>Provides recommendations if anything is off on how to fix it</li>
<li>Nexus check tab can check your sales based on past year or estimate your future annual sales based on your historical or current sales data</li>
<li>Export and Download your report CSV(s)</li>
<li>Combine multiple sales tax CSVs from multiple websites into 1 combined report </li>
<li>California CDTFA tool available to insert sales report data into CDTFA Sales Tax Reporting Schedule A Workbook XLSX without needing Excel</li>
</ul>


Sales Tax Reports For WooCommerce

We made this plugin because we needed it, and we use it regularly for many sites.  No frills, just the sales tax numbers you (and we all) need.

We Use It

The Sales Tax Reports For WooCommerce Plugin

Woocom Role Based Reports vs Sales Tax Reports For WooCommerce