# How to Email WooCommerce Reports: A Beginner’s Guide
Running a successful WooCommerce store involves more than just selling products. You need to track your performance and understand your data. One of the best ways to do this is by regularly reviewing your WooCommerce reports and, even better, having them automatically emailed to you! This article shows you how, step-by-step.
Why Email WooCommerce Reports?
Imagine this: you’re on vacation, relaxing on a beach, and suddenly you remember you need to check your WooCommerce sales figures. Manually logging in to your website, navigating to the reports section, and then downloading the data is far from ideal. Emailing your reports directly to your inbox solves this problem.
Here’s why it’s so beneficial:
- Convenience: Access your data anytime, anywhere.
- Efficiency: Saves you time and effort.
- Proactive Monitoring: Allows for immediate responses to trends.
- Record Keeping: Creates an automated archive of your store’s performance.
- Report Selection: Choose which reports to email (sales, customers, stock, etc.).
- Scheduling: Set custom schedules (daily, weekly, monthly).
- Customization: Control email subject, body, and report format (CSV, PDF, HTML).
- Recipients: Specify multiple email addresses to receive reports.
- Reports: Sales, Top Sellers
- Schedule: Weekly on Saturdays at 10:00 AM
- Email Subject: “Weekly WooCommerce Sales Report”
- Recipients: [email protected], [email protected]
Method 1: Using WooCommerce’s Built-in Features (Limited Functionality)
WooCommerce itself doesn’t offer a direct “email reports” feature. However, you can leverage its reporting capabilities in conjunction with your email client’s scheduling function (like Gmail’s scheduled send).
Here’s how:
1. Generate Your Report: Log in to your WordPress admin dashboard and navigate to `Reports > Sales`. Choose the report type you want (e.g., sales, orders, top sellers).
2. Download the Report: WooCommerce offers various download options (CSV, XLS, PDF). Choose your preferred format.
3. Schedule the Email: Open your email client and create a new email. Attach the downloaded report. Most email providers allow you to schedule emails to be sent at a specified time and date. Set up a recurring schedule to automate this process.
Example: You could schedule a weekly email with your sales report for every Monday morning at 8:00 AM.
This method is simple, but it’s manual and only works for single reports. If you need to email multiple reports or customize the content, you’ll need a more advanced solution (see Method 2).
Method 2: Utilizing a Plugin (For Advanced Functionality)
For more control and automation, consider using a WooCommerce reporting plugin. Many plugins offer features like automated email reports with customizable settings. These often provide more comprehensive data analysis and reporting options beyond what WooCommerce provides natively.
Note: Always research and choose reputable plugins from trusted sources. Check reviews and ensure compatibility with your WooCommerce version.
Example using a hypothetical plugin: “WooCommerce AutoReport” (This is not a real plugin)
Let’s assume the fictional “WooCommerce AutoReport” plugin has the following features:
After installing and activating “WooCommerce AutoReport”, you might configure its settings like this (this is hypothetical):
This plugin would automatically generate the selected reports and email them to the specified addresses according to the schedule. This is far more efficient than the manual method.
Conclusion
Emailing your WooCommerce reports is a valuable way to stay informed and manage your online store efficiently. Choosing between the manual method and a plugin depends on your needs and technical skills. While the built-in features are good for basic needs, a plugin offers superior automation and customization for busy store owners. Choose the method that best fits your workflow and enjoy the benefits of automated report delivery!
