- Report Title – the name of the report for internal use
- Email Content – sales report email content text.
- Recipients – enter the recipients email addresses, separated by commas.
- Email Subject – sales report email subject.
- Interval – The frequency of which the report should be sent
- Send email at – the time of day to send out the report email
- Day on week – Day of the week to send the report email
- Day on Month – the day on the month to send the report email
Reports will include sales data of the selected period up until 23:59 (server time) the day before the report is generated. For example:
- Daily is 12:00:00am to 11:59:59pm on that day.
- Weekly is 12:00:00am on the first day to 11:59:59pm on the last day
- Monthly is 12:00:00am on the first day of previous month to 11:59:59pm on the last day of previous month
- Last 30 Days will display the last 30 days depending on the date selected to send the report, from 12:00:00am on the first day to 11:59:59pm on the last day
Note: Reports are scheduled in your WordPress site’s timezone. You can find your timezone settings under Settings > General.
Available schedule options examples:
- Gross Revenue – sum of all orders including shipping & taxes with refunds taken off.
- Coupons – Total discounts with coupons
- Refunds – Total Refunds during the report period.
- Taxes – Total tax charges during the report period.
- Shipping – Total shipping charges during the report period.
- Net Revenue – sum of all orders, with refunds, shipping & taxes taken off.
- Orders – Total count of orders in status Processing/Complete
- Items Sold – Total items sold during the report period
- New Customers – Total number of new signups during the report period.
- Top Selling Products (5, 10, 20, all) – product name, quantity, amount.
- Top Selling Categories (5, 10, 20, all) – category name, quantity, amount.
- Enable/Disable the sales report email
- Next run date – Display of the next run date of the email report
- Timezone – Display current timezone of WordPress setting.
- Update / Delete
- Report review – Click on button and get current salse report review.
- Send a test email – send test mail of the report recipients.