How to setup and use WooCommerce Reporting

Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on email

Documentation for WooCommerce Reports

Setup and Installation

  1. Download the plugin file
  2. Login to WordPress and go to the plugin section
  3. Click on Add new plugin
  4. Upload the plugin zip file
  5. It will begin and upload the plugin
  6. Once the plugin is uploaded, activate it
  7. Navigate to the WooCommerce Reporting page to complete rest of the install
  8. There will be a huge button on the top “Click to Complete Setup”
  9. This action will install the necessary database objects

Process Initial Data and setup Incremental Data load

The WooCommerce Reporting Pro plugin processes your woocommerce orders and products related data and creates easy to use structures that are extremely fast and efficient for reporting purpose. The default woocommerce and wordpress tables are not suitable for live reporting.

In order to facilitate this, the plugin requires to process all tables and related meta fields. This is called the initial data process or initial data load. Once the initial data load is complete it runs every day to gather daily incremental data and appends to the existing new structures.

We will use the “Load Data from” and “Incremental Days” to perform a one-time historical data processing.

Load Data from is usually the date when you actually started your online store or when you started receiving orders. Sometimes you may not wish to start from all the way but say just 3 years ago. Choose this date accordingly.

Incremental Days is the number of days in batch processing. The default value is 30 days. If your store is processing several thousand orders per month then the server might encounter a timeout before the batch is finished processing. Start the incremental data load with the default values. If you encounter issues then adjust the incremental days and restart the data load.

For e.g. If your Load Start date is 2017-01-01 and Incremental Days is 15 then the first batch of orders will be processed from 2017-01-01 through 2017-01-15 i.e 15 days worth of history will be processed

Next, it will increment the batch and process from 2017-01-16 through 2017-01-31.

If your store is processing a high volume of orders and the load seems to error out then try reducing the Incremental days to a lower value.

For e.g If your batch errors out at 30 days then lower the value to 15 and restart the process. If it errors again then lower the value to say 5 and restart.


There is a number of things that could go wrong during the install and at every step, the plugin offers suggestions on what went wrong.

  • PHP Timeout : If your PHP session timeout is very tight and server is not very responsive then this is a common error. The solution is to increase the timeout value and restart the installation
  • Create View Privilege: The plugin creates a bunch of views for easier reporting. Please check with your hosting provider to ease this restriction
  • Create Routine Privilege: If your installation stalls and errors at the creation of the stored procedure please have this restriction removed and proceed with the data collection.
  • File write error: Check your web or php error logs. If you see there was a file write error then probably your PHP or apache user does not have proper rights to create new files.

Please email us ( all the log files that are found in the infocaptor/logs directory. We will look into the logs and provide a skype session to fix the issue for you.

How to apply license information

Once you make a purchase of our license, you will receive an email with the license code and instructions

Sample license information

License Information

Go to the Info Tab and enter the license information for registration

In the Info Tab, you will see a demo license information. And below that you will see a place where you can input your license information that you received via email. Copy/paste the order number and the email and then click on the “Get Server License”. This should register your license.

How to Upgrade WooCommerce Reports

The plugin does once a day check to see if there are new updates. When it detects a new version is available, it will try to bring the user or admin’s attention on the reporting section as shown below

Once you click on the “Click to Upgrade Now” button, it will bring the new files and replace them. It will unzip all the needed files and install them as shown below

For releases that require table structure changes, click on the “Reset Full Install“.

Why “Reset Full Install”? : When the plugin integrates with new functionality that brings new fields then it is required to do a full install. For e.g when we integrated the WooCommerce Deposits plugin, it introduced several new fields for reporting. This needed table structure changes.

“Start Incremental Data Load” : Once all files and database structure changes are done, click on the “Start Incremental Data Load”. This action will bring in all the data and cache them for faster reporting.

This will complete the upgrade process.

Custom Reports and Dashboards

We will build you a set of custom reports and dashboards
Best Offer

The Core Tools

Create dashboard for any Database

Data Visualizer and Dashboard Application
This is the best dashboard software for its price. One good thing we did was to hire their consulting services to build few dashboard prototypes and provide some quick dashboard training.
- Terry Seal, IL
We evaluated Xcelsius and Qlikview and the cost for organization to implement dashboards was quoted over 10,000 USD. For fraction of the above quoted price, we were able to buy the licenses for the web based dashboard software and get some free training. This is truly a dashboard software for small businesses like us.
IT Manager of a Trucking company, OH