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Orders

The settings in this section can be used to filter which sales orders are reflected in the report.

Status​

Check the box next to each order status for which you want to include sales in the report. For example, you may only want to include fully paid product sales. The options available for selection will vary depending on your ecommerce platform and any custom statuses that you may have defined.

Only Orders With Field Pro​

When enabled, limits the report to only sales from orders that match the specified meta field condition(s). You can define up to two separate conditions, which must either both be true ("and") or at least one must be true ("or").

By default, meta fields are treated as text values ("as text/number" in the second dropdown field). Optionally, you can select the "as date/time with format" option to treat the value as a date with a given format. This allows for operators such as greater/less than or between to be used with date formats that otherwise wouldn't match correctly as strings, such as d/m/y. When "as date/time with format:" is selected, the date/time format should be specified in using the format specification from the MySQL DATE_FORMAT() function, for example: %d/%m/%Y. Date/time values to match against should always use the format 2020-01-01 23:59:59, regardless of the field value format. The time component in both the field value and the match value is optional and will be considered as 00:00:00 if not specified (for example, 2020-01-01 10:00:00 is considered greater than 2020-01-01).

The following operators can be used to match against a specified meta value: equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to, between (matches values between two specified values), or does not exist (matches orders that do not have the specified meta field set). Operators function as determined by the underlying database engine.

Regardless of the selection in the "as..." dropdown, the value to match against can be specified as a fixed string (default) or a dynamic date. The latter allows you to automatically update the match value based on the date and time that the report is run. To use this feature, specify the value in the format now|Y-m-d H:i:s, where now is a date expression recognized by the PHP strtotime() function, and Y-m-d H:i:s is a date format accepted by PHP's date() function.

Only Order Items With Field Pro​

When enabled, limits the report to only sales from order line items that match the specified order item meta field condition(s). You can define up to two separate conditions, which must either both be true ("and") or at least one must be true ("or").

The following operators can be used to match against a specified meta value: equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to, between (matches values between two specified values), or does not exist (matches line items that do not have the specified meta field set). Operators function as determined by the underlying database engine.

The value to match against can be specified as a fixed string (default) or a dynamic date. The latter allows you to automatically update the match value based on the date and time that the report is run. To use this feature, specify the value in the format now|Y-m-d H:i:s, where now is a date expression recognized by the PHP strtotime() function, and Y-m-d H:i:s is a date format accepted by PHP's date() function.

If you are including line-item refunds in the report, the order item field filtering settings will apply to the refund line items using the fields on those line items, not the original line items. The order item field filtering settings do not affect shipping items.

Include Orders by Shipping Method Pro​

Only applies to WooCommerce.

If one or more of these checkboxes are selected, only orders with a shipping line item matching the selected shipping method(s) (or orders with no shipping line item, if the (no shipping) option is selected) will be included in the report. The shipping methods available for selection are based on shipping methods currently defined in your ecommerce platform's settings. The shipping method check on orders is based on the name of the shipping order item, using a case-insensitive match.

If you are including line item refunds in the report, this filter applies to the original order.

Filter Orders by Customer Role Pro​

This setting filters included sales based on the WordPress user role of the customer associated with the order (with a special "(Guest Customers)" option that matches orders with no associated customer user). You can select to only report on orders from customers with specific roles ("Include Only") or to not report on orders from customers with specific roles ("Exclude"). If no selection is made under "Include Only", then orders from all customer roles will be included, except for any that are checked under "Exclude".

Only Orders from Customers With Field Pro​

When enabled, limits the report to only sales associated with WordPress users that match the specified user meta field condition. The following operators can be used to match against a specified user meta value: equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to, between (matches values between two specified values), or does not exist (matches customer users that do not have the specified meta field set). Operators function as determined by the underlying database engine.