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Products

The settings in this section can be used to filter which products are included in the report. There are three primary options:

  • All products: No basic product filtering.
  • Products in categories: Only include products that have one of the selected categories assigned.
  • Product ID(s): Limit the report to specific products identified by ID. For variable products, this must be the ID of the parent product, not of the individual variation.

Only Products Tagged Pro​

When enabled, limits the report to only products tagged with one or more of the specified product tags.

Only Products With Field Pro​

When enabled, limits the report to only products matching the specified meta field condition, or having a taxonomy term with a specified name.

If a meta field is selected, the following operators can be used to match against a specified value: equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to, or between (matches values between two specified values). Operators function as determined by the underlying database engine.

If a taxonomy is selected, filtering occurs based on term name and = (equal) or != (not equal) can be used.

Two modes are supported for the filtering value: value: (value entered by the user) and current user ID (automatically substitutes the ID of the current user when the report is run).

Product field filtering is only applied on the main product, not product variations.

Product Variations​

Sales of variations of variable products can be handled in two different ways:

  • Group product variations together: All sales of variations are reported under the pnt product, not split out by variation.
  • Report on each variation separately: Sales of each variation are reported separately.

Include products with no sales matching the filtering criteria​

When enabled, products without any sales during the reporting period will still be shown in the report with zero amounts and quantities. Which products are included is determined by product filtering settings.

Include unpublished products​

When enabled, products with all statuses will be included in the report.

Exclude free products​

If checked, order line items with a total amount of zero (after discounts) will be excluded from the report. This does not apply to shipping items, if included.

Include shipping​

Only applies to WooCommerce.

Enabling this option will make the report treat shipping line items as products, based on shipping method ID. Shipping items only support a subset of the built-in report fields.

Include line-item adjustments​

Only applies to Easy Digital Downloads.

When enabled, line item adjustments will be applied to the corresponding product sales totals. Only the Gross Sales, Gross Sales (After Discounts), and Taxes fields are affected. Note: Adjustments are not currently applied to tax breakout fields for individual taxes.

Include line-item refunds​

The following built-in fields are adjusted for line item refunds when this setting is enabled: Quantity Sold, Gross Sales, Gross Sales (After Discounts), Taxes.

This setting only applies to refunds that are entered on a line-item basis. This means that refund orders generated by changing the order status to Refunded, and refund orders created by simply entering a total refund amount instead of line-item specific amounts and/or quantities, will not be reflected by this setting. Fully refunded orders (i.e. Refunded status) can be included/excluded from the report using the Order Filtering > Include Orders With Status setting.

If a Refunded status order also has a line-item refund, it may still be deducted from the report if this option is enabled and the Refunded order status is included.

If checked, sales amounts and quantities will include deductions for refunds entered during the report date range (regardless of the original order date).

If unchecked, line-item refunds will not be reflected in the report (except in specifically refund-related fields such as Quantity Refunded).

In either case, only refunds with Completed status (made on orders with the statuses defined in the Order Filtering tab) are included in the applicable data.

For shipping items, while refund amounts are reflected in the report, quantities are not.