Cost & Reports for WooCommerce

Gain Financial Control with Cost & Reports for WooCommerce

Take command of your store’s finances with Cost & Reports for WooCommerce. This comprehensive tool enables bulk cost and price management, intuitive financial reporting, and insights to optimize pricing strategies and enhance operational efficiency.

Streamline Financial Management:
Gain clarity over profitability with tools to manage costs, prices, and stock levels in bulk. Generate detailed reports for an in-depth view of your financial health, empowering data-driven decisions for better profitability.

Enhanced Reporting:
Track sales and customer activity with extensive filters by date range, customer, and product. Visual profit indicators and easy export options ensure you have actionable data at your fingertips.

Dynamic Pricing and Bulk Editing:
Effortlessly adjust prices, markups, and VAT-inclusive pricing with the table editor. Powerful bulk functions enable quick updates across multiple products, keeping inventory and pricing accurate with minimal effort.

Key Benefits

• In-Depth Financial Insights – Monitor costs, profits, and key financial metrics for precise control.
• Comprehensive Reporting – Access detailed sales and customer reports to drive informed decision-making.
• Efficient Bulk Management – Quickly update costs, prices, and stock levels across your product catalog.
• User-Friendly Interface – Simplify complex financial tasks with a clear, intuitive layout.
• Data Export Capabilities – Export data to CSV and .xlsx files for further analysis.
• Refund Tracking – See refunds directly in order and product reports for comprehensive profit tracking.
• Award-Winning – Recognized by TechReport as one of the best WooCommerce accounting tools in 2024.

Cost & Reports for WooCommerce has been recognized as one of the best accounting software solutions for WooCommerce in 2024 by TechReport.

Powerful Table Editor for Product Costing

The Cost & Reports table editor is designed for efficient bulk updates and inventory management. Quickly modify purchase prices, costs, shipping fees, markups, and stock with ease. Automated price suggestions based on cost and markup make accurate pricing simpler.

The table editor offers:

• Detailed Financial Overview – Display total and individual cost values, retail values, and profits.
• Intuitive Search and Filter – Use range filters and customizable views to isolate specific data points.
• Data Customization – Hide or show product IDs, SKUs, and more for tailored views.
• Easy Sorting and Exporting – Sort data by column and export filtered results in CSV or .xlsx formats

Bulk Editing Made Simple

Bulk editing functions allow changes across rows with a few clicks. Adjust values like costs or markups with ease, apply rounding for cleaner pricing, and save updates with a single button.

Example: Increase “other cost” for all products by a fixed amount or apply a round function for smoother price adjustments. Cost & Reports recalculates markup automatically to match your new prices.

Product-Specific Cost Tracking

On each product page (or for each product variation), add purchase prices and cost of goods. With Cost & Reports, bulk editor functions allow quick updates across multiple products, ensuring consistent and accurate pricing across the board.

VAT and Profit Calculations Made Easy

Adjust prices for VAT with ease. Select “Regular Price inc. VAT” to convert prices ex. VAT automatically. If a product is on sale, it appears with a gold-colored border for easy identification. Cost & Reports provides calculated values for retail, cost, and profit, with prices displayed in blue for VAT-inclusive and black for VAT-exclusive.

Advanced Range Filtering

Filter data based on specific metrics like purchase price, cost, markup, or profit. Use range filters to set thresholds and refine data views. Easily reset filters to return to your complete dataset.

Reports for Orders, Products, and Customers

This report view shows all sales in a date range, set your own range using the date selectors or use the predefined ranges. In the table, you will find order ID (links to the order page), customer, role, date, status, quantity of items, profit, cost of goods, net sales and taxes for the selected period. On the right side of the table you find the key values and averages from the period. Color indicators in the table for high and low profit are also included, these can be easily adjusted in the settings. Use the “search in rows” to filter the reports, filter in order id, customer, role and date. The role and company column (option in settings) is added to support role-based extensions like Roles & Rules B2B.

Customer Filter – Targeted Analytics for In-Depth Insights

Unlock deeper insights in your WooCommerce store with the Customer Filter in Cost & Reports. This versatile, multi-select filter allows you to view and analyze store data by specific customers, grouped by name and role, enabling targeted reports for focused business insights.

Key Features & Benefits:

• Comprehensive Customer Insights
  View detailed customer activity by filtering based on name and role. This makes it easy to analyze purchasing patterns and tailor marketing strategies to specific customer segments.
• Seamless Date Integration
  Combine the customer filter with custom date ranges to track revenue trends over time. This powerful combination lets you measure the impact of marketing campaigns or seasonal shifts on customer purchasing behavior.
• Consistent Reporting Across Tabs
  Filters apply consistently across all report tabs—orders, products, and customers—giving you a cohesive view of customer data across various metrics.
• Enhanced Export Options
  Export reports with customer filters included, ensuring your insights are retained in CSV or .xlsx files. This allows for straightforward data presentation and further external analysis as needed.

The Customer Filter is ideal for gaining precise insights into customer behavior, segmenting data by role, and ensuring that all critical data is accessible, organized, and ready for in-depth analysis.

Report per Product/Variation

The products view has the same features for selecting date ranges and the download .csv button. This table starting by showing averages then order id, category (link to edit products in category), product/variation name, SKU, quantity, price (when purchased), net sale and profit (including percent). Sort the columns as you like. On the right side of the table is a top products in period based on quantity and profit. And other key values and averages from the selected period.

Reports by Customer

This report is set up so you can get some more information about the orders by customers. Here you will easy find the name, company, e.mail and phone if you need to contact the customer or want to export this information. In addition you find shipping, order total, total tax, items purchased, currency, country and the payment method. Use the row filter to sum up values for a customer or a company.

Customers Totals

Click on the info icon to see the customers totals (new in vs 3.4.4).

Row search and automatic calculations

Use the “search in rows” filter to get your selection of products/variations in the Products report. You can use order id, category, product and SKU when you want to filter in your product reports. When you filter you the plugin automatically update averages, best sellers, totals and more so you easy can se your gross sales and profit for your selection.

Live reports

The reports now give you an automatic counter for new orders, you also have the option to update the reports automatically (option in settings). You can use this view, for example, as a live report and see the numbers and sold products updated throughout the day.

History Added To Order Items

When customers purchase your products, Cost & Reports will add cost of goods and purchase price to each order line. This means that you will be able to see and edit what you bought the item for and cost of goods when you sold your products. This means that historically correct profits will be shown in the extension reports. (Cost of goods and purchase price on order items is for internal use)

Export Reports

There are two buttons for export Download (.csv) and Export table. The first one gets all your data from the database, the Export table will just export what you see in the table. This means that you can filter and sort, and when your selection is OK, just click export and you get a .xlsx file. This opens in MS Excel and Apple Numbers. Below image shows the two types of export results.

Already Using Cost of Goods for Your Products?

If you are already using the cost of goods field for your products, then just go to settings > integration and enter the cost of goods field; Cost & Reports will use this value for cost of goods in related calculations. If you do not have this plugin, Cost & Reports by default creates a cost of goods field that is used on all your products. More information about this integration is available in the documentation.

With Cost & Reports, get control over your store’s profits, revenue, and pricing decisions with comprehensive data and advanced tools for informed, efficient management.