Role Based Analytics para WooCommerce

Role Based Analytics for WooCommerce brings User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work.

Bring User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work. It works with any User Role already available on your store, including roles from plugins or custom code that you use to group customers, such as wholesale, B2B, B2C, membership, VIP, retail, or other customer groups.

What you’ll get

With Role Based Analytics for WooCommerce, you gain access to role-based reporting tools inside WooCommerce Analytics:

• Dedicated User Roles report: Review role-level performance in one place with cards, charts, tables, comparisons, and export support.
• Customer drilldown: Click a role to view the customers behind that customer group on the same screen.
• User Role filters across WooCommerce Analytics: Filter WooCommerce Analytics reports, including the Customers page, by User Role, guest customer, custom role, or role alias.
• Role comparison: Compare customer groups across orders, customers, sales, returns, and average order value.
• Guest checkout reporting: Analyze non-registered customer activity as its own reporting group.
• User Role table data: View User Role data directly in WooCommerce Analytics report tables.
• User Role Aliases: Group related roles under one reporting label for cleaner grouped reporting.
• Role-based CSV exports: Export filtered User Role data to CSV when you need deeper analysis.

Scale your business

Use User Role reporting to make faster decisions about customer groups, reduce manual spreadsheet work, and see which roles are driving orders, revenue, and guest checkout activity. Use these insights to:

• Improve customer targeting: Better understand which customer groups drive the most orders and revenue so you can focus outreach and promotions where they matter most.
• Maximize reporting ROI: Use role-based analytics to replace manual spreadsheet work and spend more time acting on the results.
• Review customer behavior: See how registered customers and guest checkout customers perform so you can tailor your reporting and follow-up strategy.
• Make informed decisions: Compare customer groups with confidence instead of relying on blended totals or guesswork.
• Spot growth opportunities: Identify which User Roles, products, and categories are performing best and where attention is needed.

Identify top-performing customer groups

Get a quick overview of your top-performing User Roles and how they contribute to orders, revenue, returns, and average order value. Use these insights to:

• Spot high-revenue groups: See which customer groups drive the most revenue and orders.
• Compare sales performance: Review how each User Role performs across different reporting periods.
• Track average order value: Identify customer groups with stronger order value.
• Review guest checkout performance: Compare guest checkout activity with registered customer groups.
• Find follow-up opportunities: See which customer groups may need retention, outreach, or account review.

Dig deeper using comparisons across metrics

This plugin is built for total flexibility and automatically detects every User Role active on your store—no manual setup required. It works instantly with roles created by third-party membership, B2B, or wholesale plugins.

• Wholesale & B2B segments: or instance, if you use a wholesale plugin, you can instantly see exactly how much your high-volume buyers contribute to your net sales.
• Custom segments: Whether you have a role for “B2B,” “B2C,” or “Affiliates,” the data is automatically available for custom user role reporting.
• Gross sales: Compare gross sales across customer groups.
• Returns: Track returns by User Role.
• Net sales: Understand net sales performance by customer group.
• Total sales: Compare total sales across customer group.
• Average order value: Identify customer group with stronger average order value.

View customers behind each customer sengments

Role-level totals show performance. Customer drilldown shows who is behind the performance.

From the User Roles report, click a role to view the customers associated with that customer group on the same screen. This helps you move from role-level totals to customer-level context without leaving the report.

Compare registered and guest checkout customers

Guest checkout customers are included as their own reporting group, making it easier to compare registered and non-registered customer performance.

Use Guest reporting to understand:

• Guest revenue: See how much revenue comes from guest checkout customers.
• Guest buying behavior: Review which products and categories guest checkout customers buy.
• Registered vs guest comparison: Compare guest activity with logged-in customer groups.
• Alias planning: Decide whether guest checkout activity should be grouped with another reporting segment using User Role Aliases.

Simplify complex reporting with Role Aliases

Running a complex store shouldn’t mean looking at messy reports. If your backend is cluttered with multiple custom roles, use Role Aliases to bundle them into logical business segments. This simplifies your charts and exports without touching your actual store permissions, pricing, or checkout behavior.

Export Customer Group reports

When you need deeper analysis, export role-based reports with selected role context included.

Role-based exports reduce cleanup before sharing data with a team, client, or spreadsheet workflow.

How to Get Started

1. Purchase and download the Role Based Analytics for WooCommerce extension.
2. Install and activate the .zip file in your WooCommerce store.
3. Customize to your needs in the Analytics > Settings panel (optional).
4. Open WooCommerce Analytics -> User Roles — You can view the user role based report and other woocommerce analytics page you will find the user role filter.

That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.

Documentation Need guidance? Check out the comprehensive documentation to learn everything you need to know about the Role Based Analytics for WooCommerce extension. View documentation

Support If you have pre-sale questions or need help, get in touch with our friendly Support Engineers. Get support