How to Generate Loyalty Customer Reports in WooCommerce (Step-by-Step)

Building a loyal customer base is the key to long-term eCommerce success. But how do you measure loyalty and turn insights into actionable strategies? With WooCommerce loyalty customer reports, you can track repeat buyers, analyze purchasing patterns, and reward your most valuable customers to boost retention and sales.

In this guide, we’ll walk you through the step-by-step process of generating WooCommerce loyalty customer reports, from setting up the WooCommerce report plugin to interpreting data for smarter marketing decisions. 

Let’s dive in!

Why loyalty reports matter for growth?

Loyal customers are the backbone of any successful eCommerce business—they spend more, refer others, and drive long-term revenue. But without data, how can you identify and nurture these high-value shoppers?

WooCommerce loyalty customer reports provide crucial insights into repeat buyers, purchase frequency, and customer lifetime value. By analyzing these reports, you can:

• Reward loyal customers with personalized offers to boost retention.
• Spot trends to improve marketing strategies.
• Increase sales by targeting your most engaged audience.

Without tracking loyalty, you’re missing opportunities to grow. Let’s explore how to generate these reports and turn data into profit!

Key metrics to include in loyalty reports

If you want to build a thriving eCommerce business, understanding customer loyalty is non-negotiable. WooCommerce loyalty customer reports unlock powerful insights—but only if you track the right data.

These reports should go beyond basic sales numbers and reveal:

1. Repeat Purchase Rate

This metric reveals the repeat customer counts that return to make additional purchases after their first order. You can find this data in Customer analyze Report within WooCommerce report plugin. A high repeat purchase rate indicates strong customer satisfaction and effective loyalty programs.

2. Average Order Value (AOV)

AOV measures the average amount customers spend per transaction. Boosting AOV can be achieved through upsells, bundled products, or volume discounts.

3. Customer Lifetime Value (CLV)

CLV predicts the total revenue a customer will generate during their relationship with your store. Tools like Klaviyo or Loyalty Lion provide CLV insights in their Customer Analytics Reports. Understanding CLV helps you identify high-value customers and tailor retention strategies.

4. Top Purchased Products

WooCommerce Product Performance Reports show which items are most frequently bought by loyal customers. This data helps you optimize marketing efforts, create personalized recommendations, and manage inventory more effectively.

5. Geographic Hotspots

Customer Location Reports highlight which cities or countries your most loyal customers come from. This information is valuable for running targeted ad campaigns, adjusting shipping strategies, and localizing promotions.

6. Reward Redemption Rates

If you use a loyalty program (like free gifts & discounts), these reports show how many customers are actively redeeming their points for discounts or rewards. Low redemption rates may indicate that your rewards need to be more attractive or better communicated.

7. Segmenting your loyal customers

Advanced tools like WooCommerce Report plugin allow you to track the customer behavior by user role that you have defined in WordPress. (e.g., Shop managers, Contributors, or guests). Segmentation enables hyper-targeted email campaigns, special offers, and re-engagement strategies.

These WooCommerce loyalty customer reports allow you to segment your best customers into meaningful groups so you can tailor your marketing and rewards for maximum impact.

Tools and plugins for loyalty tracking

The WooCommerce Report Plugin is a powerful tool designed to generate detailed and customizable reports for your WooCommerce store, making it an excellent choice for tracking loyalty customer reports. This plugin provides in-depth insights into customer behavior, purchase history, and sales trends, helping you identify and nurture your most valuable customers.

With features like customer analyze, top purchased product tracking, and repeat purchase analysis, you can easily measure loyalty metrics and optimize your retention strategies. 

The plugin also supports exportable reports in multiple formats (PDF, Excel, CSV), allowing you to share data with your team or use it for further analysis.

By leveraging the WooCommerce Report Plugin, you can reduce churn, increase repeat sales, and build stronger customer relationships—all while saving time on manual data analysis. 

Its advanced filtering and real-time reporting capabilities make it a top choice for businesses focused on data-driven growth. 

Let’s see how this plugin provides WooCommerce loyalty customer reports in one efficient package.

Setting up custom WooCommerce loyalty customer reports

Understanding your loyal customers is key to boosting retention and sales – but generic reports often don’t give you the specific insights you need. With the WooCommerce Report Plugin, you can generate customized loyalty customer reports tailored to your exact business needs. 

Here’s how to set up custom WooCommerce loyalty customer reports:

Step 1: Install & Activate the Plugin via ZIP Upload

• Go to your WordPress Dashboard > Plugins > Add New.
• Click Upload Plugin and select the WooCommerce Report Plugin ZIP file.
• Press Install now.
• Once installation is completed, you can return to WordPress dashboard and open the iThemeland menu.
• Choose License option from the menu .
• Insert the License key in the form.
• Press Activate Plugin.

Now, you are ready to use all features of WooCommerce Report Plugin by clicking on the Woo Report option.

Step 2: Select the Desired Report from the Menu

The WooCommerce report plugin provides a comprehensive menu for creating custom reports. 

You can easily generate various types of WooCommerce loyalty customer reports by clicking on one of the items in the menu. 

The available reports are divided into eight groups including Orders, Customers, Products, Customer Role Groups, etc. 

You can open one of the menus and choose the WooCommerce report based on your needs.

Step 3: Apply Filters to Generate Custom Reports

After choosing the right report, you need to specific the date range by following the instructions below:

• Open the Filter Form by pressing the Search icon on the right bottom of the screen. 
• Set the date range using the built in calendar in the Date From and Date To fields.

• Set optional filters if you need to refine results by different terms like Customer groups (VIPs, first-time buyers, etc.), Product categories, Order status (completed, refunded, etc.), Geographic location and more

Step 4: Generate the custom WooCommerce loyalty customer reports 

Once filtered, click the Search button to generate the report with useful data. 

Now, you can customize it further:

 Select Columns: Mark only the columns you need (e.g., Customer Name, Order Count, Total Spend, Last Purchase Date).

 Search Box: Type a keyword (e.g., a customer’s email) to isolate specific entries.

 Sort Data: Click the ▲/▼ arrows in column headers to sort by highest spend, most orders, etc.

Step 5: Export WooCommerce loyalty customer reports  (CSV or PDF)

If you need to share or analyze data externally, use the Export button to download the report in one of the below formats:

• CSV (for Excel/Power BI analysis)
• PDF (for presentations or team reviews)
• Excel (For spreadsheet apps like Excel)

Want to see how easy it is to create custom WooCommerce loyalty customer reports? Let’s walk through a real-world example step by step!

Practical Example #1: Generating All Orders Report to Calculate AOV

This loads a full list of transactions in your selected date range and it is useful for:

• Track Spending Trends: Identify customers who consistently place high-value orders (VIP candidates!).
• Measure Discount Impact: See how promotions affect order volumes and revenue.
• Personalize Rewards: Use individual customer data to tailor discounts or perks.

To instruct the plugin automatically display all orders within a specified date range, you need to:

• Open Orders menu 
•  Select “All Orders” report.
• Open Filter Form of All Orders report.
•  Set a specific date period. 
• Press Search button to generate the report

The report includes these critical metrics for analysis:

• Order Count: Total number of orders placed.
• Product Count: Number of items purchased per order.
• Qty.: Total units sold.
• Rate: Product price per unit.
• Prod. Amt.: Gross product revenue.
• Prod. Discount: Total discounts applied on each order.
• Net Amt.: Final amount after discounts on each order.

To calculate average order value (AOV) Instantly, check the summary totals at the bottom of the report:

• Total Net Amt. (Sum of all order values)
• Total Order Count

Manually calculate AOV = Total Net Amt. / Total Order Count  

In this Example: 

$1396 net revenue ÷ 12 orders = $1.1 AOV

It is also possible to Isolate Data for specific customers using the search box to type a customer’s:

• Name
• Email
• Order ID

The table instantly filters to show only their purchase history—perfect for loyalty analysis!

Practical Example #2: Analyzing Customers Individually to Measure Loyalty

These WooCommerce loyalty customer reports are useful when you need to dive deeper into your top buyers’ behavior. Generating a Customer-Specific Report to track loyalty and spending habits helps you to:

• Reward High AOV Customers: Offer exclusive perks to big spenders.
• Re-Engage Frequent Buyers: Thank them with points or early access.
• Identify At-Risk Loyalists: Spot declining order counts for win-back campaigns.

To get this report, try to:

• Select Customers report from the Customer menu.
• Apply Date Filters (Required) in the Filter Form.
• Press the Search button.

This WooCommerce loyalty customer report show only customers who ordered in that period.

The table includes these essential loyalty metrics:

• Billing First Name / Last Name: Identify customers quickly.
• Billing Email: Contact info for personalized campaigns.
• Order Count: How often they’ve purchased (repeat buyers = loyal!).
• Amount: Total spent in the selected period.

You can use these data to calculate Individual or overall AOV:

• For Per-Customer AOV, divide order amount by order count for any customer.
• For Overall AOV, Check the summary totals at the bottom and divide total amount by total order count. 

You can also sort & filter to spot key trends:

• Sort by “Amount” (High to Low): Find your VIP spenders.
• Sort by “Order Count”: Identify frequent buyers (even if small orders).
• Use the Search Box to isolate specific customers by name/email.

Practical Example #3: Using Customer Analyze Reports to Measure Loyalty Program Success

Understanding customer behavior is at the heart of any successful loyalty strategy. With WooCommerce loyalty customer reports, you can go beyond basic sales data to uncover powerful insights about new vs. repeat buyers—revealing exactly how well your retention efforts are working.

The customer analyze report is one of the most valuable tools for measuring loyalty program success. It breaks down your sales performance by customer type, showing you:

• Whether your repeat customer base is growing.
• How much revenue comes from loyal buyers vs. new ones.
• Seasonal trends in customer retention.

To generate this report:

• Go to Customer > Customer Analyze.
• Set Date Range in the Filter Form.
• Press the Search button.

The key data columns of this report for loyalty analysis includes:

1. Months: Shows sales trends over month helping you to compare if repeat customer growth aligns with loyalty program launches.

2. Total Sales Amt. & Order Count: Monitor overall performance before/after loyalty campaigns.

Example: If total sales rise but repeat orders don’t, your program may need adjustments.

3. New vs. Repeat Customer Count

• Repeat Customer Count: The number of returning buyers—your loyalty metric goldmine!
• New Customer Count: Helps balance acquisition vs. retention efforts.
• Actionable Insight: A rising repeat customer means successful loyalty strategies.

4. New vs. Repeat Customer Sales Amt.

• Repeat Customer Sales Amt.: Revenue from loyal buyers.
• Compare to New Customers: If repeat sales are >30% of total revenue, your loyalty program is likely effective.

Pro Tip: If repeat sales are low, test better rewards (e.g., free gift with purchase).

Using insights for retention strategies: How WooCommerce Reports Drive Customer Retention

Your WooCommerce loyalty reports are more than just numbers—they’re a roadmap to building stronger customer relationships and boosting repeat sales. By analyzing key metrics, you can create targeted strategies that turn casual buyers into loyal brand advocates. Here’s how to turn these insights into action:

1. Identify & Reward VIP Customers

Spot your most valuable buyers through repeat purchase reports, then reward them with exclusive perks like early access to sales or birthday discounts. Recognizing their loyalty encourages even more frequent purchases.

2. Re-Engage At-Risk Customers

Customers with declining order frequency need attention. Use purchase history reports to identify them, then win them back with personalized offers or limited-time incentives.

3. Optimize Your Loyalty Program

Are customers actually redeeming their rewards? Analyze redemption rate reports to see what’s working—then tweak point values, expiry rules, or reward tiers to increase engagement.

4. Personalize Product Recommendations

Leverage top-purchased product data to send hyper-relevant recommendations. A simple “You might also like” email based on past purchases can significantly increase order frequency.

By acting on these insights, you’ll not only retain more customers—you’ll turn them into passionate advocates for your brand. Ready to put your loyalty reports to work? Start analyzing and optimizing today!

Conclusion

Take your WooCommerce store to the next level with the powerful WooCommerce Report Plugin! This essential tool transforms raw customer data into actionable insights, helping you identify loyal customers, track purchasing patterns, and optimize your loyalty programs for maximum retention and revenue. 

With intuitive reports on repeat buyers, customer lifetime value, and reward redemption rates, you’ll make data-driven decisions that boost engagement and sales. The plugin’s user-friendly interface and exportable reports save you time while delivering the competitive edge you need. Stop guessing and start growing—install the WooCommerce Report Plugin today and unlock the true potential of your customer data!