How to receive scheduled sales reports in WooCommerce
WooCommerce includes Analytics reports and CSV exports, but it does not provide a general built-in schedule for emailing sales summaries. For recurring daily, weekly or monthly emails, install a reporting extension, choose the data and recipients, then test the scheduled delivery.
- 01Check your reporting time zone
- 02Use Analytics for one-off reports
- 03Choose a scheduled-report extension
- 04Install and activate the extension
- 05Configure the report schedule
- 06Send a test and monitor delivery
What you need
- A WooCommerce store with current order data
- Administrator access to WordPress
- The recipient email addresses
- A reliable WordPress email setup
Check your reporting time zone
WordPress schedules are based on the site time zone. Check Settings > General before creating a report, especially if your store, staff or hosting account is in another country.
Also decide whether sales should be counted by order creation, payment or completion. WooCommerce Analytics has a date-type setting for this, and its default is usually the payment date. The wrong choice can make a Friday report appear different from your payment processor totals.
Use Analytics for one-off reports
For a report you only need occasionally, open Analytics in the WordPress dashboard, choose a report such as Revenue, Orders or Products, set the date range and export the table as a CSV file.
This manual route is fine for a small shop or a monthly bookkeeping task. It does not send a recurring summary automatically, and large exports may be prepared on the server and delivered by email to the WordPress account that requested them rather than to a list of stakeholders.
Choose a scheduled-report extension
Install an extension if you want daily, weekly or monthly sales summaries without opening the dashboard. WooCommerce does not provide a general recurring sales-report email in its core Analytics screens; scheduled delivery is supplied by reporting extensions.
Choose one that lets you set the reporting period, order statuses, included metrics, recipients and send time. Check whether it sends a summary in the email, attaches a PDF or CSV, or provides a download link.
Install and activate the extension
Download the extension ZIP from its vendor, then go to Plugins > Add New > Upload Plugin. Upload the ZIP, select Install Now and activate it.
Keep WooCommerce active while you configure the extension. If the new reporting screen does not appear after activation, refresh the dashboard and check that the extension supports your WooCommerce and WordPress versions.
Configure the report schedule
Open the extension's settings from the WooCommerce menu or the plugin menu. Create a report and select a daily, weekly or monthly frequency, the delivery time, the recipients and the sales information you need, such as total sales, order count and top-selling products.
Review the period covered by each email. A daily report may cover the previous calendar day, while a weekly report may cover the previous week. Confirm which order statuses count, because pending, cancelled and failed orders are commonly excluded from WooCommerce Analytics totals.
Send a test and monitor delivery
Save the settings and use the extension's test-email option if it has one. Confirm that the message reaches every intended recipient and that the figures, date range and time zone are correct.
Scheduled emails normally rely on WordPress cron, which is triggered by site visits. On a quiet site, delivery can be late or fail until the site is visited. If reports matter to your business, use a server cron job or a trusted external cron service to trigger WordPress cron, and use SMTP if ordinary WordPress mail is unreliable.
Fast way: Install WooCommerce Sales Report Email, activate it, select the daily, weekly or monthly schedule, choose the report fields and add the recipients. Send a test before relying on the next scheduled report.
Let WooCommerce Sales Report Email do it
Scheduled daily, weekly, or monthly sales summaries by email; ideal when you want recurring reports without manual dashboard checks.
Sources
- woocommerce.com /document/sales-report-email-pro/?utm_source=openai
- woocommerce.com /document/woocommerce-analytics/?utm_source=openai
- woocommerce.com /document/daily-detail-sales-report/?utm_source=openai
Questions
- Can WooCommerce email sales reports without a plugin?
- No, not as a recurring general sales-summary email. Core WooCommerce Analytics lets you view reports, choose date ranges and export data, but scheduled delivery requires an extension or a custom development. For occasional reporting, export a CSV manually; for automatic daily, weekly or monthly emails, use a reporting extension.
- Where do WooCommerce Analytics exports go?
- Large Analytics exports are emailed to the WordPress account that requested the export, while smaller tables can download directly in the browser. This is useful for one-off work but is not the same as sending a recurring report to several people. Use a scheduled-report extension when recipients need automatic emails.
- Why is a scheduled WooCommerce report late?
- A scheduled report can be late because WordPress cron depends on site traffic to run scheduled tasks. Low-traffic stores may not trigger the job at the configured time. Check the site's time zone, confirm the extension is active, then use a real server cron or external cron service and check SMTP delivery if messages are missing.
- Why do my emailed sales totals differ from the dashboard?
- Totals can differ when the report and dashboard use different date types, date ranges, order statuses or cached Analytics data. Check whether both use the payment, creation or completion date, and make sure pending, cancelled and failed orders are treated consistently. If Analytics still looks wrong, clear its cache or re-import historical data.