Reports Setup

While the free version allows you to send one sales report email, the pro version offer the option to send and schedule multiple reports. 

Report Options

General Report Options

• Report Title – the name of the report for internal use
• Email Content – sales report email content text.
• Recipients – enter the recipients email addresses, separated by commas.
• Email Subject – sales report email subject.

Schedule Options

• Interval – The frequency of which the report should be sent
• Send email at – the time of day to send out the report email
• Daily Flex Overnight – The schedule time of the Overnight day to send report email
• Day on week – Day of the week to send the report email
• Day on Month – the day on the month to send the report email
• Compare to the previous period – Compare the report totals to previous period.

Reports will include sales data of the selected period up until 23:59 (server time) the day before the report is generated.  For example:

• Daily is 12:00:00am to 11:59:59pm on that day.
• Daily Flex Overnight is selected schedule hours on overnight.
• Weekly is 12:00:00am on the first day to 11:59:59pm on the last day
• Monthly will display the last 30 days depending on the date selected to send the report, from 12:00:00am on the first day to 11:59:59pm on the last day

Available schedule options examples:

Report Total Options

• Gross Revenue – sum of all orders including shipping & taxes with refunds taken off.
• Coupons – Total discounts with coupons
• Refunds – Total Refunds during the report period.
• Taxes – Total tax charges during the report period.
• Shipping – Total shipping charges during the report period.
• Net Revenue – sum of all orders, with refunds, shipping & taxes taken off.
• Orders – Total count of orders in status Processing/Complete
• Items Sold – Total items sold during the report period
• New Customers – Total number of new signups during the report period.
• Avg Order Value – Average Order Value during the report period.
• Avg Daily Sales – Average Daily Sales during the report period.
• Avg Items per order – Average Items per order during the report period.

Note: the Average is available only available for the weekly/monthly reports.

Subscription Totals Options

• Active Subscriptions – total number of active subscriptions
• Subscriptions signups – total number of subscriptions signups during the report period.
• Signup Revenue – total signup revenue during the report period.
• Subscription renewal – total number of subscriptions renewal during the report period.
• Renewal Revenue – total renewal revenue during the report period.
• Subscriptions Resubscribe – total number of subscriptions resubscribe  during the report period.
• Resubscribe Revenue – total resubscribe revenue during the report period.
• Switch Revenue – total switch revenue during the report period.
• Subscription Switches – total number of switches during the report period.

Report Details Options

• Top Selling Products (5, 10, 20, all) – product name, quantity, amount.
• Top Selling Categories (5, 10, 20, all) – category name, quantity, amount.
• Sales by Billing Country (5, 10, 20, all) – country, orders count, total amount.
• Sales by Billing State (5, 10, 20, all) – state, orders count, total amount.
• Sales by Billing City (5, 10, 20, all) – city, orders count, total amount.
• Sales by Shipping Country (5, 10, 20, all) – country, orders count, total amount.
• Sales by Shipping State (5, 10, 20, all) – state, orders count, total amount.
• Sales by Shipping City (5, 10, 20, all) – city, orders count, total amount.
• Sales by Coupons (5, 10, 20, all) – coupon, quantity used and total discount amount during the report period.
• Sales by Order Status – orders by Status during the report period.
• Sales by Payment Method – payment method, order count, total amount.

Subscription Details Options

• Total Subscriptions By Status – New, Cancelled, Pending Cancellations, etc.
• Subscriptions Activity – New, Cancelled, Pending Cancellations, etc in this period.

Report Status

• Enable/Disable the sales report email
• Next run date – Display of the next run date of the email report
• Timezone – Display current timezone of WordPress setting.
• Update / Delete

Actions

• Report review – Click on button and get current salse report review.
• Send a test email – send test mail of the report recipients.

Reports Branding

• Remove branding remove the plugin branding and links from email footer. PRO
• Change header image – replace the header image with your logo image PRO