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Segmentation

The segmentation feature (also known as "group by") allows you to control how sales are grouped together for each row or data point in the report or chart.

Main Segment​

Start by selecting one of the four baseline modes:

  • Segment sales by products or variations (based on ID): by default, sales are grouped together by product or variation ID, with one row per product (unless further custom segments are defined)
  • Segment sales by products or variations (based on SKU): similar to the previous option, but uses the product or variation SKU for grouping, instead of the ID. May be useful if one actual product is represented by more than one product record in WooCommerce, such as when the same product has product pages in different languages.
  • Segment sales by product category: Instead of one row per product, this enables one row per product category for a higher level analysis.
  • None (custom segments only): No default segmentation, great for when you want to build a report exclusively focused on custom segments.

If the "Group by products or variations (based on SKU)" option is selected, a single row may represent more than one product. In that case:

  • For most built-in product fields, if the products have the same value for a given field, the identical values are not repeated (only unique values are shown).
  • If a cell displays more than one value, the totals option for that column will be disabled.
  • For the "Current Stock Quantity" field, stock of multiple products in the same row is added together and the total is reported.

The "Group by products or variations (based on SKU)" option should not affect shipping rows or rows representing products with no sales (these should still be based on individual products/variations by ID).

If one of the "Group by products or variations..." options is not selected, the following options will be of no effect or disabled:

  • Product Variations (Group product variations together / Report on each variation separately).
  • Include products with no sales matching the filtering criteria.
  • Include line-item refunds.

Also, product related fields will not be accessible and any product related fields already in your report will be removed.

Shipping, if shipping reporting is enabled, will always be reported on separate row(s) from regular products.

If the "Group by product category" option is selected and a product has more than one category, the sale(s) of that product could be included in the report more than once, which could cause totals to be higher than the actual total of the sales in the report. Sales of products with no categories (except shipping, if shipping reporting is enabled) will not be reflected in the report.

Custom Segments​

Pro Segments 2-5 are only available in the Pro version.

To use one or more custom segments in your report, in addition to the main segment, check the "Enable custom segments" box.

These settings allow you to further segment or group sales that have a matching value in the specified field. For example, if you want to segment sales by the shipping destination country, you could select the order field corresponding to that data point in your ecommerce platform.

Segment fields can be order meta fields, order item meta fields, or product meta fields. There are also some built-in fields, such as order date components (date, day, month, quarter, year) and the order attribution source (if supported).

Do not choose a field that is already included in the report or that a field in the report from the Built-in Fields category may depend on.

For example:

  • Do not use the Order Line Item > _qty field for grouping if the report has that field or the Quantity Sold or Quantity Refunded fields are in use.
  • Do not use the Order Line Item > _line_subtotal field if that field or any of the following fields are in use: Gross Sales, Total Discount Amount, Gross Amount Refunded (Excl. Tax), Gross Amount Refunded (Incl. Tax).
  • Do not use the Order Line Item > _line_total field if that field or any of the following fields are in use: Gross Sales (After Discounts), Total Discount Amount, Total Sales Including Tax.
  • Do not use the Order Line Item > _line_tax field if that field or any of the following fields are in use: Taxes, Total Sales Including Tax, Gross Amount Refunded (Incl. Tax), Tax Refunded.
  • Do not use the Order > _order_total field for grouping if the report has the Average Order Total field.

This is not an exhaustive list of built-in fields that may conflict with fields in the group by dropdown. If you are unsure whether your Group By setting may conflict with a built-in field that you are using in the same report, please contact support.

The segmentation fields will also appear in the report. You can change their labels and positions in the Report Fields tab.

If you have enabled inclusion of line item refunds, please note that the Group By setting will be applied to the selected field in the line item refund (shop_order_refund post and line items), not in the original order.

Note that if one item (i.e. order or order line item) has multiple values under the same grouping field name, the same sale could be reflected in more than one row, which could cause totals to be higher than the actual total of the sales in the report.