Easily Create Automated WooCommerce Reports with Uncanny Automator

Create fully automated WooCommerce reports with Uncanny Automator. Track your Woo sales, customer activity, inventory and much more with these simple solutions.

When it comes to running your Woo-powered ecommerce store, there is one rule you should keep in mind: insight = income.

Basically, the more you know about your products and customers, the more you can do to generate revenue. But, compiling all of your sales data can be costly and time-consuming. Unless, of course, you have the right tools for the job.

Enter Uncanny Automator.

In this article, we’ll show you how to create fully automated Woo reports using the #1 automation and integration tool for WordPress websites.

Track your sales by time period, customer, product, region or more. Analyze your inventory in real-time or monitor the success of your marketing campaigns. Or, better yet, do it all with one plugin!

Ready to automate your Woo reports? Let’s get started.

Why Automate WooCommerce Reports?

Automating your Woo reports can be a game-changer for your online store. In addition to giving you priceless insights, automation allows you to save time, reduce costs and eliminate errors.

Here are some key benefits of automating your WooCommerce reports:

• Save Time: Automating your reports eliminates the need for manual data collection and entry. This means you can spend more time focusing on growing your business instead of crunching the numbers.
• Improve Accuracy: Automated reports reduce the risk of human error. Automator features such as tokens (which we’ll show you later) ensure that your reports are accurate and reliable.
• Get Real-Time Data: With automation, you get real-time updates on your store’s performance. This allows you to make informed decisions quickly so you can respond to your customers’ needs without delay.
• Consistency: Automated reports provide a consistent format and structure, making it easier to compare data over time, markets and other segments so you can spot trends and chart a course for success.
• Scalability: As your business grows, so does the volume of data. Automation handles large datasets effortlessly, ensuring that your reporting process remains efficient, no matter how much data your business generates.
• Improved Insights: Automator integrates with all of your favorite apps and plugins, giving you more data sources so you get a comprehensive view of your business.

Use Cases of Automated WooCommerce Reports

Automated WooCommerce reports can be utilized in various scenarios to enhance your business operations. Here are some common use cases:

• Sales Tracking: Keep track of daily, weekly, or monthly sales figures automatically. This helps in monitoring your sales performance and identifying peak sales periods.
• Inventory Management: Receive real-time updates on stock levels. Automated reports can alert you when stock is running low or when it’s time to reorder products.
• Customer Insights: Analyze customer behavior and purchase patterns. Automatically segment your customers based on their buying habits, helping you tailor your marketing efforts.
• Financial Reporting: Turn tax season into a breeze with detailed financial reports that are accurate and up-to-date.
• Marketing Performance: Measure the effectiveness of your marketing campaigns by tracking metrics such as conversion rates, customer acquisition costs, and return on investment (ROI).
• Order Fulfillment: Monitor the order fulfillment process, including shipping times and delivery status. This ensures that your customers receive their orders promptly and helps in maintaining high customer satisfaction levels.

By automating these reports, you can streamline your operations, make data-driven decisions, and ultimately, boost your Woo-powered ecommerce store’s performance.

Now, let’s take a look at how Automator can help you create these reports.

Uncanny Automator: The Ultimate Woo Reports Plugin

You may already know Uncanny Automator as the #1 automation and integration tool for WordPress websites. But, did you know that Automator is also the best tool for helping you to create fully customizable, fully automated WooCommerce reports?

Want to know what makes Automator the ultimate WooCommerce reports plugin?

Tokens: Diverse, Accurate Data

Uncanny Automator’s tokens feature is a game-changer for creating detailed and precise reports. Tokens allow you to pull any kind of data from your Woo store and include it in your reports.

Choose from dozens of pre-existing tokens (such as order totals, user’s total spend, shipping and billing and data and more) or retrieve custom metadata.

Whether you need sales figures, customer information, product details, or any other data point, tokens make it easy to generate accurate and comprehensive reports.

Integrations: Seamless Connections with Your Favorite Apps

Uncanny Automator has 195 integrations, meaning that you can include data in your Woo reports from all of your favorite apps and plugins.

Seamlessly create reports on powerful platforms such as Airtable and Google Sheets and analyze your data like a pro. Or incorporate data into your Woo reports from your LearnDash LMS or your ActiveCampaign CRM.

Customizability: Tailor-Made Reporting Solutions

Uncanny Automator offers unparalleled customizability, allowing you to tailor your WooCommerce reports to meet the specific needs of your business. Combining various Automator features, such as tokens and integrations, gives you the flexibility to create reports that provide the exact insights you need.

Whether it’s scheduling reports to be generated at specific times or filtering data to focus on particular metrics, the customization options ensure that your reports are both relevant and insightful.

User-Friendly Interface: Simplified Automation

Despite its advanced features, Uncanny Automator boasts a user-friendly interface that makes setting up and managing automated reports a breeze. You don’t need to be a tech expert to create powerful automations.

With an intuitive click-and-play interface, Automator is designed to be accessible to users of all skill levels. This ease of use ensures that you can quickly start benefiting from automated reports without a steep learning curve.

Cost Efficiency: No Per-Automation Fees

Unlike other automation tools, Uncanny Automator offers a cost-effective solution with no per-automation fees. This allows you to create as many automated reports as you need without worrying about escalating costs. This affordability, combined with powerful features, makes Automator an attractive choice for businesses looking to optimize their reporting processes without breaking the bank.

Ready to automate your WooCommerce reports? Get your Automator Pro license now and follow along>>>.

Connect WooCommerce to Google Sheets and Airtable for Real-Time Reporting

Now that you have your Automator Pro license, it’s time to start creating WooCommerce reports like, well, like a pro.

If you want to create Woo reports in real-time, syncing everything from your latest sales to your product inventory, then check out the tutorials below.

Get started with creating your first WooCommerce to Google Sheets integration with this tutorial. Generate your first fully-automated Woo report, tracking your latest sales data. Then learn about some of Automator’s more advanced features so you can track order fulfillment and create custom, targeted reports with the click of a button.

Is Airtable your preferred platform for analyzing your ecommerce data? Check out this tutorial to learn how to integrate the most powerful relational database (a.k.a. Airtable) with WooCommerce. Tabulate your sales data in real-time, track your inventory and much more with this powerful integration.

Create Recurring WooCommerce Reports with Automator

Real-time reports are useful for keeping track of your ecommerce sales data. However, you may not always have the time to check up on these reports. That’s where recurring reports come in handy.

Whether you want to generate hourly, daily, weekly, monthly or quarterly reports, Automator can help you. These recurring reports can act as material for meetings, give you regular updates and help you to track trends.

In the Automator recipe pictured above, for example, we’re able to automatically generate a weekly sales report using Post Loops (i.e., bulk recipes). And, because we’ve used an integration like Google Sheets, we can share this report with the whole team before the meeting begins!

Want to know how we did it? Follow the steps below.

Step 1: Create a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Everyone.

Step 2: Name Your Recipe

Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Recurring WooCommerce Report”.

Step 3: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations, select Schedule.

From the dropdown list that appears, select Repeat every weekday at a specific time.

Automator will present you with a form with three fields: Weekday, Time and Repeat. Select the day(s) of the week, time of day and number of repetitions that suit your reporting needs.

For example, we want to generate this report every Monday at 8:00 AM before our weekly sales meetings in perpetuity.

Once you’re finished, click Save. Your completed trigger should look something like this:

Step 4.1: Add a Post Loop Action

In the Actions panel, click Add and select Post loop from the dropdown list. Automator will present you with a Loop pane inside of the Actions panel.

Click Add action and select WooCommerce from the menu of available integrations. From the dropdown list that appears, select Get order details.

Automator will prompt you to select the Order ID of the order from which you would like to retrieve the details. Of course, as per our example, we are trying to retrieve the order details for our sales over a one week period. We can use tokens (i.e., dynamic data from your WordPress website and from within recipes) to retrieve these order IDs.

To select a token, click on the Asterisk and select Post ID under Loop.

Once you’re finished, click Save. Your completed trigger should look something like this:

Automator will now retrieve the order details for all of our WooCommerce orders that meet the criteria that we’ll define later.

Step 4.2: Add a Second Post Loop Action

Now that we’ve defined an action for Automator to retrieve our sales data, it’s time to add action for Automator to turn that data into a report.In the Loop pane, click Add action and select Google Sheets from the menu of available integrations.

From the dropdown list that appears, select Create a row in a Google Sheet.

Automator will then prompt you to select the Spreadsheet and specific Worksheet where you would like to generate your report. Once you have selected the Spreadsheet and Worksheet, Automator will populate the Columns. (Note: Automator will retrieve the first value in each column from the spreadsheet.)

Depending on how you have formatted your spreadsheet, your Column/Value fields might look something like this:

Populate the Value fields using tokens by clicking on the Asterisk and selecting the appropriate token. Once you’re finished, your Column/Value fields might look something like this:

Once you’re finished, click Save. Your Loop pane should now look something like this:

Step 5: Configure a Post Loop Filter

By default, whenever you create a new Post Loop, it will have a Post Loop filter to run actions on the WordPress post type Posts. Of course, we want to run the actions that we have just configured on Woo orders instead.

To target Woo orders in our Post Loop, we will add a Post Loop filter. Start by deleting the default filter. Then click Filter posts.

A modal will appear where you can select a post type. Because we want to create a weekly report, we selected Woo > An order placed between start date and end date.

Automator will then prompt you to configure the loop filter. Again, we are creating a weekly report, so we want our start date to be the beginning of the previous week and our end date to be the end of the previous week.

We are going to set this time frame using Unix timestamps. If you are unfamiliar with Unix timestamps and how to use them, check out our popular tutorial here.

In the Start date field, click the Asterisk and select Modifier > Calculation. (You may need to deselect the Only date tokens box.)

A secondary Calculation modal will appear. In the Formula field select a Current Unix timestamp token (either the date only or the date and time). Next, subtract “604,800” (a week in Unix time) from the Current Unix timestamp token.

When you’re finished, click Add token.

Next, in the End date field, select a Current Unix timestamp token or perform a calculation to set the date/time for the end of your weekly report.

Once you’re finished, click Confirm. Your new Post Loop filter should look something like this:

Step 6: Get Your Reports

You’re just about ready to start generating fully automated, recurring WooCommerce reports. All that’s left for you to do is to toggle the recipe from Draft to Live.

That’s it! You’ve just saved yourself endless hours compiling data to make reports. But why stop at weekly reports? Adjust the trigger and post loop filter configurations to generate monthly, quarterly or annual reports.

Want to create more time-saving recipes like this? Get your Automator Pro license or upgrade to a Plus or Elite plan for even more powerful automations>>>.

Create Custom WooCommerce Reports

Now that you’ve seen how to create fully automated, recurring Woo reports, let’s take a look at creating more customized reports.

In the recipe pictured above, we’re able to generate a sales report for the first six months of a calendar year at the click of a button.

Or, how about the recipe pictured below, where we’re able to generate a report on all of our orders with a Pending payment status to help us get a handle on our accounts receivable.

Creating either of the recipes pictured above only takes a few clicks—and even fewer minutes. Let’s create the recipes together.

Step 1: Create a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Everyone.

Step 2: Name Your Recipe

We’ve named this recipe “WooCommerce Report: Orders Pending Payment”.

Step 3: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations, select Run now. From the dropdown list that appears, select Run recipe manually.

Steps 4.1 & 4.2: Configure Your Post Loop Action(s)

Repeat Steps 4.1 and 4.2 from the previous section. (↑Click here to jump back up↑)

Step 5: Configure a Post Loop Filter

In the Loop pane, click Filter posts. In the modal that appears, select Woo > An order has/does not have a status.

Automator will prompt you to configure the Post Loop filter settings. For example, we have configured our filter for Woo orders with the status “Pending payment”.

Once you’re finished, click Confirm.

Step 6: Generate Your Custom Woo Report

All that’s left for you to do is click Run now.

That’s it! Try creating some custom Woo reports of your own.

Want to unlock even more custom reports for WooCommerce? Get Automator Pro or upgrade your plan to Plus or Elite for additional time-saving features>>>.

Best Practices and Frequently Asked Questions

By now, we’re pretty confident that you’re a master automator, capable of generating any kind of WooCommerce report in just minutes. Nevertheless, here are some tips and tricks for creating the best WooCommerce reports possible with Uncanny Automator.

1. Leverage Tokens and Metadata for Detailed Reports

The devil is in the details—and the details are in tokens and metadata. Automator’s tokens feature can pull diverse data from your WooCommerce store, such as order totals and customer details. But, even if you don’t see a token, Automator can still retrieve the data as long as it exists on your WordPress website by pulling up the metadata key/value pair.

2. Integrate with External Tools

Automator has tons of integrations that allow you to do more with your WooCommerce reports. Want to upgrade your report analysis with the help of AI? Check out Automator’s OpenAI integration. How about sharing reports and report summaries with your co-workers? Try using Slack or Microsoft Teams. Want to schedule a meeting to review your WooCommerce? Get the team together with Zoom.

By syncing your WooCommerce data with these platforms, you can create dynamic, real-time reports that are easy to share and analyze.

3. Schedule Regular Reports

Set up recurring reports to keep track of your store’s performance over time. Whether it’s weekly sales summaries or monthly inventory checks, scheduled reports ensure you always have up-to-date insights without manual effort.

Conclusion

Automating and customizing your WooCommerce reports with Uncanny Automator is a powerful way to streamline your business operations and gain valuable insights with minimal effort.

By leveraging the Automator’s robust reporting features such as tokens, filters and schedules, you can create detailed, real-time reports that help you make data-driven decisions.

Ready to transform how you manage and analyze your WooCommerce data? Get started with Uncanny Automator today and unlock the full potential of automated reporting>>>.

Until next time, happy automating!

Brendan Da Costa

Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time.

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