{"id":22587,"date":"2023-09-20T08:25:50","date_gmt":"2023-09-20T08:25:50","guid":{"rendered":"https:\/\/ithemelandco.com\/?p=22587"},"modified":"2026-03-12T09:26:17","modified_gmt":"2026-03-12T09:26:17","slug":"sales-report-by-user-role","status":"publish","type":"post","link":"https:\/\/ithemelandco.com\/blog\/sales-report-by-user-role\/","title":{"rendered":"How to Get WooCommerce Sales Reports by User Role (Step-by-Step Guide)"},"content":{"rendered":"\n

Understanding how different types of customers interact with your store is essential for making better business decisions. One of the most valuable analytics tools for this purpose is the WooCommerce sales report by user role<\/strong>.<\/p>\n\n\n\n

In WooCommerce stores, customers can have different roles such as guests, registered users, wholesalers, or special customer groups. Each of these roles may behave differently when purchasing products. Some users may buy frequently in small quantities, while others may place fewer but larger orders.<\/p>\n\n\n\n

By analyzing WooCommerce sales reports based on user roles, store managers can identify which customer groups generate the most revenue and which ones require additional marketing attention. This insight helps businesses allocate resources more effectively, improve marketing strategies, and personalize customer experiences.<\/p>\n\n\n\n

For example, if wholesale customers generate a large percentage of revenue, you might offer them exclusive discounts or faster checkout options. On the other hand, if guest users convert less often, improving product descriptions or checkout flow could increase their purchase rate.<\/p>\n\n\n\n

Although WooCommerce includes basic reporting tools, it does not provide a built-in option to directly generate sales reports grouped by user role<\/strong>. Store owners often need alternative methods such as custom SQL queries or advanced reporting plugins like REPORTiT, to access this type of data.<\/p>\n\n\n\n

In this guide, we will explore two practical methods to generate WooCommerce sales reports by user role<\/strong>, helping you analyze customer segments and make smarter data-driven decisions for your online store.<\/p>\n\n\n\n

What is a sale reports by user role?<\/h2>\n\n\n\n

WooCommerce sale reports by user role is one of the most practical reports that store managers can receive to determine the order amount of different user roles. This report shows a list of all user roles in the store, and the total amount of the orders per month is reported.<\/p>\n\n\n\n

In online stores, customers can have different user roles. Generally, their roles are divided into three categories:<\/p>\n\n\n\n

Guest customers<\/h3>\n\n\n\n

These users purchase products from the site without registration. These customers usually visit the site but make the least amount of orders. They don’t have any special needs or desires in mind and are more attracted to advertising and marketing.<\/p>\n\n\n\n

Although this category of customers generates the least sales revenue, providing them with clear product information can stimulate their interest and ultimately lead to purchase.<\/p>\n\n\n\n

Registered customers<\/h3>\n\n\n\n

These Users have an account on the site and are probably loyal customers. They usually have a great impact on the sales of e-commerce stores and should be respected in any online store.<\/p>\n\n\n\n

Agencies<\/h3>\n\n\n\n

These customers intend to buy a specific product, and a specific need guides their behavior. In other words, they visit the online store, buy what they need quickly, and leave the site. These customers usually make bulk purchases, so you need to retain them and treat them like loyal customers.<\/p>\n\n\n\n

To generate WooCommerce sale reports by user role, you can use one of the below methods:<\/p>\n\n\n\n

Method 1: Use SQL code to generate WooCommerce sale reports by user role<\/h2>\n\n\n\n

There is no option for creating WooCommerce reports by user role in the default reports of WooCommerce. However, you can run the below SQL query in the WordPress database to generate a User role report:<\/p>\n\n\n\n

SELECT \nSUM(it_postmeta1.meta_value) AS 'total_amount' ,\nit_postmeta2.meta_value AS 'billing_email' ,\nit_postmeta3.meta_value AS 'billing_first_name' ,\nusers.user_email,users.display_name ,\nCount(it_postmeta2.meta_value) AS 'order_count' ,\nit_postmeta4.meta_value AS customer_id ,\nit_postmeta5.meta_value AS billing_last_name ,\nCONCAT(it_postmeta3.meta_value, ' ',it_postmeta5.meta_value) AS billing_name ,\nusermeta.meta_value as user_role ,\nMONTH(shop_order.post_date) as month_number ,\nDATE_FORMAT(shop_order.post_date, '%Y-%m') as month_key FROM wp_posts as it_posts \nLEFT JOIN wp_postmeta as it_postmeta1 ON it_postmeta1.post_id=it_posts.ID \nLEFT JOIN wp_postmeta as it_postmeta2 ON it_postmeta2.post_id=it_posts.ID \nLEFT JOIN wp_postmeta as it_postmeta3 ON it_postmeta3.post_id=it_posts.ID \nLEFT JOIN wp_postmeta as it_postmeta4 ON it_postmeta4.post_id=it_posts.ID \nLEFT JOIN wp_postmeta as it_postmeta5 ON it_postmeta5.post_id=it_posts.ID \nLEFT JOIN wp_usermeta as usermeta ON it_postmeta4.meta_value=usermeta.user_id \nLEFT JOIN wp_users as users ON usermeta.user_id=users.ID \nLEFT JOIN wp_posts as shop_order ON shop_order.id = it_posts.ID \nWHERE \nit_posts.post_type='shop_order' AND \nit_postmeta1.meta_key='_order_total' AND \nit_postmeta2.meta_key='_billing_email' AND \nit_postmeta3.meta_key='_billing_first_name' AND \nit_postmeta4.meta_key='_customer_user' AND \nit_postmeta5.meta_key='_billing_last_name' AND \nusermeta.meta_key='wp_capabilities' AND \nDATE(it_posts.post_date) \nBETWEEN STR_TO_DATE('2019-09-01', '%Y-%m-%d') and STR_TO_DATE('2023-09-19', '%Y-%m-%d') AND \nit_posts.post_status IN ('wc-completed') AND \nit_posts.post_status NOT IN (\"trash\") \nGROUP BY customer_id \nORDER BY total_amount DESC;<\/code><\/pre>\n\n\n\n
\"SQL<\/a>
SQL query to create sales report by user role<\/figcaption><\/figure>\n\n\n\n
The output of this report is a list of all user roles in your online store with their total sales.<\/p>\n\n\n\n
Method 2: Use the WooCommerce report plugin for receiving sales report by user role<\/h2>\n\n\n\n
The WooCommerce report plugin<\/a><\/span> allows the store manager to generate a comprehensive WooCommerce sale reports by user role.<\/p>\n\n\n\n
To get the sale reports after installing and activating<\/span><\/a> the plugin, go to the following path:<\/p>\n\n\n\n
WordPress Dashboard > IT Woo Report<\/strong><\/p>\n\n\n\n
Then, in the WooCommerce report plugin dashboard, go to the Customer Role\/Group<\/strong> tab and select the Total Sales<\/strong> option:<\/p>\n\n\n\n
\"open<\/a>
Go to Customer Role\/Group total sales report<\/figcaption><\/figure>\n\n\n\n
Now, you need to press the Search<\/strong> icon on the bottom of the page and set a date range in the search form as illustrated below:<\/p>\n\n\n\n
\"set<\/a>
Filter the report in a specific date range<\/figcaption><\/figure>\n\n\n\n
Then, by clicking on the Search<\/strong> button, the plugin will generate the user role reports containing the below columns:<\/p>\n\n\n\n