Recurring Reports

Requirements

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The WordPress, PHP, WooCommerce, Subscriptions, and Memberships versions that Recurring Reports needs, and what happens when one is missing.

What you need

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Software	Minimum version	Notes
WordPress	6.5	Tested up to 7.1.
PHP	7.4	Your host controls this.
WooCommerce	8.0	Tested up to 11.1. Must be active.
WooCommerce Subscriptions	5.0	Needed for subscription data.
WooCommerce Memberships	1.25	Needed for membership data.
Web browser	Any current browser	JavaScript must be turned on.

You need WooCommerce plus at least one of WooCommerce Subscriptions or WooCommerce Memberships. You do not need both. Columns and filters adapt to whichever plugin is active.

Both WooCommerce order storage modes work: High-Performance Order Storage (HPOS) and the older posts storage.

What happens if something is missing

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Recurring Reports never breaks your site when a dependency is missing. It stays switched off and shows a notice instead.

Situation	What you see
PHP is older than 7.4	An error notice in the admin: “Recurring Reports requires PHP 7.4 or newer. This site runs PHP …”. The plugin does nothing else.
WooCommerce is not installed	WordPress will not let you activate the plugin until WooCommerce is installed and active.
WooCommerce is inactive or older than 8.0	An error notice: “Recurring Reports needs WooCommerce 8.0 or newer to be active.”
Neither Subscriptions nor Memberships is active	A warning notice: “Recurring Reports needs WooCommerce Subscriptions or WooCommerce Memberships to be active. Either one is enough.”
Only Subscriptions is active	The report works. A notice on the report screen says membership columns and filters are hidden. You can dismiss it.
Only Memberships is active	The report works. A notice on the report screen says subscription columns and filters are hidden. You can dismiss it.

Notes

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• Dependency notices appear only on the Plugins screen and the Recurring Reports screen. They do not follow you around the admin.
• Only users who can activate plugins see these notices.
• If WooCommerce, or both Subscriptions and Memberships, are missing, the Recurring Reports menu item won’t appear. Check the Plugins screen for the notice.
• If you deactivate Subscriptions or Memberships for a while, your saved columns and filters for that plugin are kept. They return when you reactivate it.
• The PHP notice shows on every admin screen because the plugin cannot load at all on old PHP.

Installation

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To start using a product from WooCommerce.com, you can use the “Add to store” functionality on the order confirmation page or the My subscriptions section in your account.

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Alternative options and more information at:
Managing WooCommerce.com subscriptions.

Your first report in 10 minutes

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Check your key numbers, filter the report, add a column and download your first CSV export.

Step 1: Check your numbers on Overview

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1. Go to WooCommerce → Recurring Reports. The Overview tab opens.
2. Read the number cards. By default, they are Active subscribers, New subscribers, Canceled, Expired, Total renewals value, and Churn rate.
3. In Date range, select Last month. The other choices are This month (the default), Half Yearly, Quarterly, Year, Last year, and Custom.
4. Select a card to show that number in the chart. Use Chart type to switch between Line, Bar, and Pie.

Overview numbers are refreshed in the background. A brand-new install may take a short while to fill in.

Step 2: Filter the report

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1. Select the Reports tab. You see a table of records with the default columns.
2. Select the Filters box above the table. A panel opens with the default filters: Product, Coupon, Date range, Status, and Payment method.
3. Select Status and tick Active.
4. Select Apply filters.

The table now shows only matching records. An Active filters list appears under the picker. Each filter has Edit and Remove. Clear all filters removes them all.

Step 3: Add a column

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1. In the table header, select Columns.
2. At the bottom of the list, select Add column.
3. Pick a source on the left, then type in Search fields. For example, search for “Payment method”.
4. Select the field, then select Add column.

The new column appears in the table. In the Columns list you can drag columns to reorder them.

Step 4: Export the report

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1. Select Export CSV at the top right of the Reports tab. The Export Report dialog opens.
2. Under What to export, keep Current filters. It shows how many records match.
3. Under Columns, keep Visible columns.
4. Select Start Export.

The export runs in the background. You can close the window and keep working. The Recent exports dialog opens and shows its progress.

Step 5: Download the file

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1. In Recent exports, wait until the export shows Ready.
2. Select Download. The CSV file saves to your computer.

You can also find every export on the Exports tab. Files are kept for seven days, then removed automatically.

What you should see

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• A CSV file in your downloads folder with the columns you chose.
• The same file listed on the Exports tab, with File, Rows, Size, and Started by details.

Who can see the reports?

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Which user roles can open Recurring Reports, and how to give access to another role.

Recurring Reports uses one WordPress capability for access: rrpt_view_reports. Anyone with it can open the Overview, Reports, and Exports tabs and run exports.

Who has access by default

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Role	Can view reports	Notes
Administrator	Yes	Always. Administrators keep access even if the capability is removed.
Shop Manager	Yes	Granted when the plugin is activated. You can remove it.
Any other role	No	You can add it. See below.

Reports show customer names, emails, and addresses. Give access only to people who need it.

Give access to another role

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You do not need any code. Use a role-editor plugin, such as User Role Editor.

1. Install and activate your role-editor plugin.
2. Open its role screen and pick the role you want, for example “Editor” or a custom “Accountant” role.
3. Find the rrpt_view_reports capability and tick it.
4. Save the role.

Users in that role now see WooCommerce → Recurring Reports the next time they load an admin page.

To take access away from Shop Managers, untick rrpt_view_reports on the Shop Manager role in the same way.

Who can email exports?

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A finished export can be emailed from the Exports tab or the Recent exports dialog. The recipient must be a user on your site who can view the reports. This protects your customers’ data.

If you enter any other address, you see: “Exports contain customer data, so they can only be emailed to a site user who can view these reports.”

Notes

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• On the axcelershub.com build, the RR Settings license screen uses a different check. Anyone who can manage WooCommerce can open it. By default that is Administrators and Shop Managers.
• Missing-dependency notices are shown only to users who can activate plugins.
• Deactivating the plugin keeps the capability on each role. Deleting the plugin removes it from every role.
• Deactivating and reactivating the plugin restores the capability for Administrator and Shop Manager. If you removed it from Shop Manager, remove it again after reactivating.

Troubleshooting

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Fixes for the most common Recurring Reports problems, from a missing report screen to stuck exports.

You will find the likely cause and the fix for the problems store owners report most often.

To check your Recurring Reports version, go to Plugins and look under Recurring Reports.

Report screen is empty or missing

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Likely cause

• WooCommerce 8.0 or newer is not active.
• Neither WooCommerce Subscriptions 5.0+ nor WooCommerce Memberships 1.25+ is active. Older versions count as not active.
• Your user role cannot view the reports.
• Your copy needs a license, and it is not active yet.
• The plugin files are incomplete, or JavaScript is turned off in your browser.

When a required plugin is missing, the Recurring Reports menu item does not appear at all.

Fix steps

1. Go to Plugins. Look for a Recurring Reports notice at the top. Users who can activate plugins see one of these:
   • Recurring Reports needs WooCommerce 8.0 or newer to be active. Install or update WooCommerce.
   • Recurring Reports needs WooCommerce Subscriptions or WooCommerce Memberships to be active. Either one is enough. Activate or update one of them.
2. If your copy uses a license key, look for Recurring Reports is installed. Activate your license to turn on the reports. Select Activate license, or go to WooCommerce → RR Settings.
3. Check your role. Administrators and Shop Managers have access by default. Other roles need it granted.
4. If the screen says Recurring Reports has not been built, the upload is incomplete. Delete the plugin and install the original zip again.
5. If the screen says This report needs JavaScript enabled, turn on JavaScript or try another browser.

On the report screen, an info notice may say that subscription or membership columns are hidden. That is expected when only one of the two plugins is active.

Still stuck? Send support a screenshot of the Plugins screen with all notices visible.

Numbers on Overview look out of date

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Likely cause

• The background recount has not run yet. Recent days are recounted every hour, and all days once a day.
• WP-Cron is not running on your site, so the hourly and daily recounts never start.
• The number is correct, but it’s defined differently than you expect.

Fix steps

1. Wait an hour and reload the Overview tab. Opening it queues a recount if the figures are more than an hour old.
2. Go to WooCommerce → Status → Scheduled Actions and search for rrpt_rebuild_overview.
3. If it stays Pending for a long time, your background queue isn’t running. Ask your host to check WP-Cron, or set up a real server cron job.
4. If it is Failed, open the log and send it to support.
5. Compare against the definitions. For example, Cancelled also counts subscriptions that are now Pending Cancellation. Active subscribers for a past period are worked back from today’s count.

Still stuck? Note the card, the range, and the number you expected, and send them to support.

Export stuck at “queued” or in progress

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Likely cause

• Action Scheduler, the WooCommerce background queue, is not running. While an export waits or runs, the dialog shows In progress.
• WP-Cron is disabled or blocked, so queued actions never start.
• A step crashed. The job is queued again the next time an admin page loads or WP-Cron runs.

Fix steps

1. Load any admin page, then reopen Recent exports. Stuck jobs are queued again on admin page loads.
2. Go to WooCommerce → Status → Scheduled Actions and search for rrpt_run_export.
3. If the action is Pending and its date has passed, select Run under it.
4. If it is Failed, open the log. Common causes are low PHP memory or a time limit.
5. Cancel the export from Recent exports, narrow your filters, and start a smaller export.
6. If the dialog shows Export stopped, or Server stopped the job, select Retry.

Still stuck? Send support the Scheduled Actions log for the rrpt_run_export action.

Export email not received

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Likely cause

• The address does not belong to a site user who can view the reports. The plugin refuses it with: Exports contain customer data, so they can only be emailed to a site user who can view these reports.
• The export isn’t finished, or it has passed its 7-day retention period.
• Your site cannot send email, so you see Could not send the email.
• The email arrived but was filtered as spam, or rejected because of the attachment size.

Fix steps

1. Check the message under the email field after you select Send. A Sent to confirmation means WordPress handed the email over.
2. Make sure the recipient has a user account on this site with report access.
3. Check the spam folder. The subject starts with Your export:
4. Send a test email from another plugin. If that fails too, set up an SMTP plugin.
5. For large files, select Download instead and share the file safely.

Still stuck? Tell support whether you saw Sent to or an error message.

Payment method filter is empty

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Likely cause

• You are on version 1.0.0, where the list could show as empty. This was fixed in 1.0.1.
• The list only shows payment methods actually stored on your records. With Subscriptions active, it shows Manual Renewal plus each gateway stored on a subscription. On a Memberships-only store, it shows the gateways on the orders that granted memberships.
• None of your records have a stored gateway yet.

The 1.0.1 changelog says the list falls back to your store’s enabled gateways when none is stored.

Fix steps

1. Update to 1.0.1 or newer.
2. Close and reopen the Filters picker. The list shows a loading skeleton, then the methods.
3. Add the Payment gateway ID column to see which records have a stored gateway.

Still stuck? Send support a screenshot of the open Payment method filter.

A column I need is missing

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Likely cause

• Only a short set of columns is shown by default. Add the rest from Add column.
• The column belongs to an inactive plugin. Its columns are hidden until you reactivate it. Since 1.0.1, your saved columns return when you reactivate it.
• The data is stored in a custom field without a built-in column.

Fix steps

1. Open Columns in the table header and select Add column.
2. Choose a source and use Search fields to find the column.
3. For a membership profile field, look under Membership.
4. For other stored data, use Subscription meta, Membership meta or Order meta.
5. To combine values or show text based on a rule, use Formula.

Still stuck? Tell support which value you need and where you see it in WooCommerce.

Membership columns show the wrong membership

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Likely cause

• You are on version 1.0.0. In that version, a customer with more than one subscription saw the same membership on every subscription row.

Fix steps

1. Update to 1.0.1 or newer. Membership columns on a subscription row then follow the membership that WooCommerce Memberships ties to that subscription.
2. Add the Linked subscription column to check which subscription each membership is tied to.
3. A subscription with no linked membership shows a membership found from the customer instead.

Still stuck? Send support the S ID, M ID, and customer email for one wrong row.

FAQs

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