1. Documentation /
  2. Sales Report Email Pro

Sales Report Email Pro

The advanced Sales Report Email Pro plugin allows you to schedule multiple sales and store performance reports via email directly from your WooCommerce store. The plugin sends daily, weekly or monthly emails, containing totals sales, top-selling products, payment methods breakdown, sales by country, and more…

Know which products are performing well in your store. how is your clean and clear email notifications sending this information directly to your inbox, without any extra action required by you?

Getting Started

↑ Back to top

This article assumes you have already installed WooCommerce. If you do not know how to install WooCommerce, you can read how to install WooCommerce at WooCommerce documentation.

Installation

↑ Back to top

The installation of the Sales Report Email Pro version requires that you have the Free version installed.

  1. Download the Sales Report Email Pro extension from your WooCommerce dashboard.
  2. Go to Plugins > Add New > Upload and select the ZIP file you just downloaded.
  3. Click Install Now, and then Activate Plugin.

Configuration

↑ Back to top

Email Report Builder

↑ Back to top

To setup the sales report emails, go to WooCommerce > Sales Report Emails. You will see a list of all your scheduled reports, you can enable, delete and edit the report settings:

Report Schedule

↑ Back to top

The Report Scheduler is a recurring and automated interface to automatically email you sales reports from your WooCommerce store on a periodic basis. You can schedule to send email reports by the following options:

Schedule TypeReport Data
DailyReport will be sent daily at the selected hour and will display data for the previous day from 00:00 to 24:00.
Daily Flex OverNightReport will be sent daily at 8am and will show data for part of the days (overnight) for the selected hours range.
WeeklyReport will be sent weekly on the selected day of the week and will show data for the previous week
MonthlyReport will be sent monthly on the selected day of the month and will display data for the previous month.
Last 30 DaysReport will be sent monthly on the selected day of the month and will display data for the previous 30 days.
ManualReport will be sent manually and will display data for a selected date range

Daily

When you select the daily report, you will get the option to select the time that the email will be sent, the report will show data from the previous day 00:00 – 23:59.

Daily Flex Overnight

When you select the daily flex over night, the report will run daily at the time you select and you can select the time range to show the report data, you can select to show data for part of the day or even to show overnight data.

This is great if your business runs in shifts and you want to show schedule different reports for each shift. For example, you can select to send the report at 8:00 AM and show data from the day before at 12:30am to 12:30 on the day that the report is sent (overnight):

Weekly

When you select the weekly report, you will get the option to select the day of the week to send the email report and the time that the email will be sent, the report will show data from the last 7 days before from 00:00 – 23:59.

Monthly

When you select the monthly report, you will get the option to select the day of the month to send the email report and the time that the email will be sent, the report will show data from the previous month from the 1st day at 00:00 to the last day at 23:59.

Last 30 days

When you select the last 3 days report, you will get the option to select the day of the month to send the email report and the time that the email will be sent, the report will show data from the previous 30 days from the 1st day at 00:00 to the 30th day at 23:59.

Manual

You can send emails and display data from a selected date range.

Please Note:

Reports are scheduled in your WordPress site’s timezone. You can find your timezone settings under WordPress > Settings > General.

Report Design

↑ Back to top

In the email branding panel, you can set up the report email design, you can choose if to display the Header Image and upload custom header image/logo.

Example of report when the header image is disabled:

You can show/hide the Edit Report link and the Powered by Zorem link from the email report footer:

Report Settings

↑ Back to top

In the report options panel, you can set up the report email information:

  • Report Title – The title of the sales report email
  • Enable Email – Enable/disable sending the report
  • Email Recipients – Add the email address/es of the recipients that will receive the email report(comma separated)
  • Email Subject – Customize the subject of the email
  • Additional Content – Add additional content to the email

Report Totals

↑ Back to top

In the Report Totals panel, you can select which data to include in the total panel of the email report and to select if to Compare the report totals to the previous period.

Report Totals Reference

Report DetailsDescription
Gross SalesSale price of product(s) multiplied by quantity ordered. Does not include refunds, coupons, taxes or shipping
Total SalesGross Sales – Returns – Coupons + Taxes + Shipping
Net SalesGross Sales – Returns – Coupons (referred to as “Sales” in the legacy WooCommerce Reports)
Net Discount AmountTotal sum of discounts from coupons
Discounted OrdersThe count of orders with a coupon applied
RefundsMoney returned to the customer via a refund
TaxesTotal Tax charges
ShippingTotal shipping charges
Shipping TaxThe total of tax applied to shipping in an order
OrdersThe number of new orders placed for a selected date range (Processing/Completed)
Items SoldThe discrete number of items sold
New CustomersTotal number of new signups
Average Order ValueNet Sales / Orders
Avg. Daily Sales Average Daily Sales
Avg. Items per orderAverage Items per order
DownloadsTotal count of downloaded files

Please Note:

All Totals are for the report period.
The Avg. Daily Sales and the Avg. Items Per Order are only available for the weekly/monthly reports.

Report Details

↑ Back to top

Report Details will display breakdowns of analytics date:

Report Details Reference

Report DetailsColumnsDisplay
Top Selling Products Product name, Quantity, Total amount5,10,20, All
Top Selling VariationsVariation name, Quantity, Total amount5,10,20, All
Top Selling CategoriesCategory name, Quantity, Total amount5,10,20, All
Sales by CouponsCoupon, Quantity used, Total discount amount5,10,20, All
Sales by Payment Method Payment method, order count, Total amountAll
Sales by Billing CountryCountry, Orders count, Total amount5,10,20, All
Sales by Billing StateState, Orders count, Total amount5,10,20, All
Sales by Billing CityCity, Orders count, Total amount5,10,20, All
Sales by Shipping CountryCountry, Orders count, Total amount5,10,20, All
Sales by Shipping StateState, Orders count, Total amount5,10,20, All
Sales by Shipping CityCity, Orders count, Total amount5,10,20, All
Sales by Order StatusOrders by Status, Orders count, Total amountAll

Send Test Report

↑ Back to top

The Send a Test Email option allows you to enter one or more comma-separated email addresses to send a test email to. You can use this field to make sure your email displays as expected before sending it out to a larger audience.

Compatibility

↑ Back to top

This plugin should be compatible with many other WooCommerce plugins that have not been tested yet.

Tested with the following WooCommerce plugins

WooCommerce Subscriptions

↑ Back to top
Active Subscriptionstotal number of active subscriptions
Subscriptions signupstotal number of subscriptions signups during the report period.
Signup Revenuetotal signup revenue during the report period.
Subscription renewaltotal number of subscriptions renewal during the report period.
Renewal Revenuetotal renewal revenue during the report period.
Subscriptions Resubscribetotal number of subscriptions resubscribe  during the report period.
Resubscribe Revenuetotal resubscribe revenue during the report period.
Switch Revenuetotal switch revenue during the report period.
Subscription Switchestotal number of switches during the report period.

Subscription Details Options

↑ Back to top
  • Total Subscriptions By Status – New, Cancelled, Pending Cancellations, etc.

Translations

↑ Back to top

The Sales Report Email for WooCommerce plugin is localized/ translatable by default, we added translation to the following languages:

  • English – default, always included
  • German (Deutsch)
  • Spanish (Spain)
  • French (France)
  • Gujarati
  • Hebrew

WPML

↑ Back to top

Sales Report Email has built-in support for the WPML plugin. Note you will need the WooCommerce Multilingual as well as WPML, together with the String Translation and the Translation Management modules, which are part of the Multilingual CMS package.

You can add more languages from WPML > Languages, There you need to click on Add / Remove languages, then find the languages which you want to add for translation.

After adding the languages, navigate to WPML > String translation, there You can find a dynamic string by search and you can filter a string by the plugin. You can do a translation of a string by clicking on the edit icon in a particular language.

Translate with Loco translation

↑ Back to top

For example, if you want to translate to German, click Edit on the German label to translate.

WooCommerce

The most customizable eCommerce platform for building your online business.

  • 30-day money-back guarantee
  • Support teams across the world
  • Safe and secure online payment