Create Report(s)

Default Reports

Managed Client Reports for WooCommerce plugin comes with 2 default Reports:

  • Default Report (full report)
  • Default Report (basic report)

If any of these reports are sufficient for you needs, it is enough to just activate the wanted one and it’s ready to be used.

Activate Report

Edit Default Reports

If you want to use one of the default reports but you need to make some changes, you are allowed to edit report settings. However, in order to have the default reports always available, we recommend using the Replicate action and editing the report replica. To do that,

  1. Login into your Managed Client Reports for WooCommerce site
  2. Go to the WooCommerce > Client Reports > All Reports page
  3. Locate the report that you want to replicate and edit
  4. Click the Replicate actionReplicate Report
  5. Locate the replicated report and click the Edit actionEdit Report
  6. Once you are done with editing report report,
    1. Set the report status to Active
    2. Save Report

You are allowed to have multiple reports created, however, only 1 can be active and only the active one will be used to display data to your clients.

Build Reports from Scratch

If you want to build custom report from scratch,

  1. Login into your Managed Client Reports for WooCommerce site
  2. Go to the WooCommerce > Client Reports > Add New Report page
  3. Locate the Report Settings option box:Report Settings
    1. Set the Report Title, it will be used in the All Reports table only
    2. Set the Report Description, it’s not required, but you can add a short description for internal use only
    3. Assign to Groups option will allow you to set permissions and allow certain Roles (groups) to see this report
    4. Assign to Users option will allow you to set permissions to certain users to see this report
    5. Select Child Site or Demo Site Information for preview option allows you to set a site which will be used for generating preview data.
    6. Activate Report options allows you to set the report to active status
    7. Custom CSS field allows you to write custom CSS for the report.
  4. Set you Report preferences
  5. Locate the Report Format option box
  6. Create custom Report layout
  7. Once the Report layout is done, click the Save Settings button.

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