WooCommerce Automated Reports

July 12, 2018     Stellania D'vaz    

WooCommerce Automated Reports

First of all, when you deal with products it is very essential to keep maintaining a perfect report for an efficient maintenance of the business status. Furthermore the plugin WooCommerce Automated Reports helps you to generate the order reports as per your store order status.

Overview – WooCommerce Automated Reports

First of all let’s start up with various settings explanation which will helps to configure the plugin.

Features

  • Supports PDF Format ( Basic version supports only Text format ).
  • Customize your email subject and order reports table as per your desire. Add order data to reports table by the shortcodes.
  • Generate your reports as PDF and send it as attachment to the report email. You can also edit the PDF reports table by Email Customizer.
  • Include one or more E-mails for sending the order reports and remove the powered by watermark in PDF and EMail body.
  • Hazzle-Free premium support.

Time Based

time_based-WooCommerce Automated Reports

  1. E-mail to : This setting helps you to enter the mail Id on which you want the reports to be received. Even more, one can also add additional mail Id’s by clicking on Add Email button.
  2. Report type : This setting helps you to enter the type of report you want to be received.
    • Every – This option allows to generate the reports often after the specified time. Ex : Every 3 hours.
    • Daily – This option allows to generate the reports on daily basis.
    • Specific – This option allows to generate the reports for specified time.
  3. Report time : This setting helps you to enter the time on which you want the reports to be received. You will have to provide the time based on your timezone. The local timezone is 2018-07-12 08:15:35.
  4. Report type : The present setting helps to enter the type of the reports which you want to receive.
    • Text – With this option one can receive the reports in a text format
    • PDF – With this option one can receive the reports in a PDF format
  5. Report Date : This setting helps to enter the date of the reports to be received.
    • Time Between Orders – This option will generate and send the order reports from the date on which the previous report was generated uptil the specified date.
    • Today’s Orders – This option will generate and send the order reports for the current date.
    • Yesterday’s Orders – This option will generate and send the order reports for the previous date.

Status Based

status_based

Under the Status Based settings, all the fields remain the same as in Time Based settings. There is only one additional field which is Status

Status : This setting helps to enter the type of order status for which you want the report to be generated. You can also enter more than one status in the Status field for generating the report.
For rest of the options in the above image, refer the previous section Time Based

E-mail Customizer

email_customizes

  1. Email Subject : – Here this setting allow to enter the mail subject. Furthermore one can find the shortcodes below.
    • [{store_name}] – To insert store name in the subject.
    • [{type}] – To insert report type of the report in the subject.
    • [{date_time}] – To insert report time of the report in the subject.
    • [{orders_placed}] – To insert total orders placed between the report time in the subject.
    • [{orders_total}] – To insert order amount totals between the report time in the subject.
    • [{reports_data}] – To insert report data of the report in the subject.
  2. Email body : – In this setting it allow to enter the email body containing the order reports. Furthermore one can find the shortcodes below.
    • [{store_name}] – To insert store name in the body.
    • [{type}] – To insert report type of the report in the body.
    • [{date_time}] – To insert report time of the report in the body.
    • [{orders_placed}] – To insert total orders placed between the report time in the body.
    • [{orders_total}] – To insert order amount totals between the report time in the body.
    • [{reports_data}] – To insert report data of the report in the body.
  3. Include Order table : – Here this setting allow to include order report table both in email body and also as a PDF attachment.
  4. Orders table header color : – The present setting allows to select the header color for the order report table.
  5. Orders Table columns : – This is where one can enter the column attributes for the order report. One can seperate Orders Table Column by ‘|’
  6. Order Table Columns Values : – Here one can enter the column values corresponding to the Order Table Columns. Further more one can find the shortcodes below.
    • order_id – Order ID.
    • order_date – Order Date.
    • order_status – Order Status.
    • order_total – Order Total.
    • order_products – Order Products Line Items.
    • customer_name – Customer Name (Billing First name + Billing Last Name).
    • order_billing – Formatted Order Billing Address.
    • billing_email – Order Billing Email.
    • billing_first_name – Order Billing First Name.
    • billing_last_name – Order Billing Last Name.
    • billing_address_1 – Order Billing Address Line 1.
    • billing_address_2 – Order Billing Address Line 2.
    • billing_city – Order Billing City.
    • billing_state – Order Billing State.
    • billing_postcode – Order Billing Postalcode.
    • order_shipping – Formatted Order Shipping Address.
    • shipping_first_name – Order Shipping First Name.
    • shipping_last_name – Order Shipping Last Name.
    • shipping_address_1 – Order Shipping Address Line 1.
    • shipping_address_2 – Order Shipping Address Line 2.
    • shipping_city – Order Shipping City.
    • shipping_state – Order Shipping State.
    • shipping_postcode – Order Shipping Postalcode.
    • shipping_postcode – Order Shipping Postalcode.


For further more information and clarification contact our Support.

Categories: Documentation, WooCommerce Automated Reports

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