Role Based Analytics for WooCommerce adds a User Role filter option to WooCommerce Analytics. It’s ideal for store owners who group their customers using WordPress user roles. This feature makes it easy to generate sales reports by user role, offering clear insights into purchasing behavior, sales trends, and opportunities for targeted marketing.
Installation
↑ Back to topThe easiest way to start using a product from WooCommerce.com is to use the “Add to store” functionality in the order confirmation page or the My Subscriptions section in your account.
- Navigate to My Subscriptions
- Find the “Add to store” button next to the product you’re planning to install
- Follow the instructions on the screen, and the product will be automatically added to your store.
Alternative options and more information at:
Managing WooCommerce.com subscriptions.
✅ Requirements:
WordPress: Version 6.2+
WooCommerce: Version 7.1+
PHP: Version 8.1+ recommended
Important Note on Role Based Analytics for WooCommerce :
This plugin adds a User Role filter to WooCommerce Analytics. To use it effectively, make sure you’re already grouping your customer using WordPress user roles—either through custom code or a user role management plugin.
Setup and Configuration
↑ Back to topSettings
↑ Back to topOnce you install and activate Role Based Analytics for WooCommerce, it starts working right away.
If you want to adjust how user roles are shown or excluded in analytics reports, you can configure the plugin settings by going to: Dashboard → Analytics → Settings
1. Exclude User Roles
Select any user roles that should be excluded from the analytics data. This is useful for roles like Administrator, Editor, or Shop Manager, who may occasionally place test orders or internal purchases. These roles are excluded by default but can be adjusted to fit your store’s needs.
2. Show Customer Role in Report?
Enable this setting if you want the Customer role name to appear in the analytics reports.
By default, WooCommerce automatically assigns the Customer role to every user who makes a purchase. If you’re using custom roles like Wholesale Buyer or Silver Member, users will still have the Customer role unless you’ve changed that behavior manually.
This option lets you control whether the Customer role name should be displayed in the report data.
- If enabled: The Customer role will be included in the role column.
- If disabled: The Customer role will be hidden—unless it’s the only role assigned to that user. In that case, the Customer role will still appear in the report, because there’s no other role to show.
3. Show Customer Role in Report?
Customize the label for the User Role column shown in analytics reports and CSV exports.
By default, the column is labeled “User Roles”, but you can change it to match your store’s terminology.
Example: You might prefer to name it “Customer Group” if that’s how you segment your users internally.
Usage
↑ Back to topThe Role Based Analytics for WooCommerce plugin integrates directly with the WooCommerce Analytics dashboard, adding a User Role filter and new columns to your sales reports.
How to Use
↑ Back to top1. Go to Analytics → Products (or Orders, Categories, Coupons, Downloads).
2. At the top of the report, you’ll see a new User Role dropdown filter.
3. Select a specific role (e.g., Wholesaler, Silver Member) to view sales data only for that user Role.
4. In the report table, a new column will display the user role for each order or record.
5. The same column will also be included in CSV exports for further analysis.
Example Use Case
↑ Back to topLet’s say you have two types of customers: Retail Customers and Wholesale Buyers (managed via custom WordPress user roles).
With this plugin, you can:
- Filter reports to see how much revenue comes specifically from the user role.
- Track the number of orders and average order value per user role.
- Export segmented data for use in external tools like Excel or Google Sheets.
Analytics and Reporting by User Roles
↑ Back to topRole Based Analytics for WooCommerce extends the default WooCommerce analytics by adding a User Role column and a User Role filter to key reporting screens. This allows you to analyze sales data by user role—without altering the core behavior of WooCommerce analytics.
Supported Report Screens
User Role-based reporting is available in the following sections:
- Products
- Orders
- Categories
- Coupons
- Downloads
Each of these screens now includes:
- A User Role column displaying a breakdown of performance by role.
- A User Role filter dropdown to view data for a specific role.
Understanding the Data
↑ Back to topBy default, all roles are shown in the User Role column—so you get an overview of how different user groups are interacting with your store.
- In Products, you can see how many times a product was purchased by each role.
- In Orders, each row shows the role(s) of the customer who placed the order.
- In Categories and Coupons, usage is segmented similarly by role.
- In Downloads, each download record is tagged with the user’s role.
This gives you a clear view of customer behavior and role-based performance—even before applying filters.
Detailed User Roles Report Screens
↑ Back to topBelow is a breakdown of each enhanced analytics screen and how role-based data is presented.
1. Products Report
↑ Back to topNavigation: WooCommerce → Analytics → Products
- Before filtering: All user roles with corresponding order counts per product are shown
- After filtering: Only products purchased by users with the selected role are listed
2. Orders Report
↑ Back to topNavigation: WooCommerce → Analytics → Products
- Before filtering: Shows all orders with the associated user roles of the customers.
- After filtering: Only orders placed by the selected user role are shown.
3. Categories Report
↑ Back to topNavigation: WooCommerce → Analytics → Categories
- Before filtering: Displays multiple roles and their order counts per category.
- After filtering: Only categories with purchases by the selected role are displayed.
4. Coupons Report
↑ Back to topNavigation: WooCommerce → Analytics → Coupons
- Before filtering: Shows all roles that used each coupon, with usage counts.
- After filtering: Displays only the coupons used by the selected role.
5. Downloads Report
↑ Back to topNavigation: WooCommerce → Analytics → Downloads
- Before filtering: Shows download activity for all user roles.
- After filtering: Only downloads by the selected role are displayed.
Troubleshooting
↑ Back to topIf you’ve made changes in the plugin settings but don’t see them reflected in the analytics reports, try clearing the WooCommerce analytics cache.
To do this, go to:
WooCommerce → Status → Tools → Clear analytics cache.
This will force WooCommerce to regenerate the report data based on the latest settings and filters.
FAQs
↑ Back to topQuestions & Suppor
↑ Back to topHave a question before you buy? Please fill out this pre-sales form.
Already purchased and need some assistance? Please check out our troubleshooting tips and frequently asked questions for common issues or contact support via the help desk if you need more help.