Technical perspectives on how to use WooReports
In this article we are going to explore how to use WooReports to get a list of Active, Returning and Churning (ARC) WooCommerce Customers.
For a deeper exploration on the concept, business context and use cases you can refer back to this article.
Step 1: configure report run-time parameters (or settings)
We’ve placed the report run-time parameters where one would expect it to be, namely in WooCommerce > Settings > Integration Tab > WooReports Section. In case you did not know it, WooCommerce recommends building configuration pages for WooCommerce extensions (plugins) in this tab and each extension basically gets it’s own section under this tab. So in case you have other plugins which use the same integration method, be sure to select WooReports section.
- first ellipse – a fast access to our website, for staying up to date with news and updates
- second ellipse – the title for which the parameters below refer to; in the near future, we have plans to release other extended reports for WooCommerce and the report title will be used to navigate among the different parameter sets
- third ellipse – a useful, fast-access link to the ARC report; an alternative is for sure navigating through the WordPress admin page, in this sequence WooCommerce > Reports > Customers Tab > Active, Returning, Churning Customers List Section
- the quadrant – parameter set of ARC report
Deep dive on parameters and thir effect on ARC indicator:
- Interval type – possible values – Year, Quarter, Month, Week, Day –
- Intervals displayed – number of previous intervals displayed in the report – the report is always going to show current interval and number of previous intervals specified in this parameter – in the example in the screen show, we will eventually see 5 intervals (1 current and 4 previous)
- Intervals considered – number of previous intervals considered for ARC indicator calculation; the indicator can consider a number of intervals less or equal to the previous intervals displayed
- Orders threshold – number of orders within an interval considered for ARC indictor – say you want to define as an Active customer a customer which has more or just 1 order
- Spent threshold – total spent amount within an interval considered for ARC indictor – say you want to define as an Active customer a customer which has more or just 1 currency/li>
- Run with report date – the report can be executed considering always the date of your system – for which the checkbox needs to be checked; alternatively, you can specify a run date in the past (or future, however it would not make that much sense…) – you can do this by unchecking the checkbox and specifying a concrete date in the field box below, in the format YYYY-MM-DD; this feature is extremly useful if you would want to understand how your customers would have looked from an ARC perspective, at a past certain moment; as an example, if you are on the 25th of July and you want to see how the report looked at the 1st of June, then it is accomplished with this feature
Step 2: access the ARC report
As mentioned, the report can be accessed at the location WooCommerce > Reports > Customers Tab > Active, Returning, Churning Customers List Section and at a glance it looks like this, hopefully with less Chrning customers 🙂
- screen options – let’s you select the number of customers to be displayed on the page and select the standard columns which you want to see; please note, this report holds fix columns – which you are alway going to see, like user ID, login name, email, first and last names, ARC indicator and relative columns – which you are going to see depending on the run-time report parameters and run date; current date can be July or Aug and so on; these settings are saved at user level, so next time you access the report you will have the same values in your screen options
- search customers – field box to allow you to search for specific customers; the search is applied on all of the following fields – user ID, login name, email, first and last names
- pagination – obviously, correlated with number of customers per page, from Screen Options