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Customer health score and RFM segments (Pro) How the health score is calculated from recency, frequency and spend, and what each of the named customer segments means. Filter reference Every filter the plugin exposes, what it defaults to, and what changing it affects. Install and set up Advanced Customer Reports How to install the plugin, what it needs to run, and where the Customer Reports screen appears in your WordPress admin. Plugin settings The three settings that control activity log retention, the default customers list sort order, and guest order merging. What the headline report figures mean A definition of each of the nine summary figures shown at the top of every customer report, and how each one is calculated. Why report totals differ from WooCommerce Analytics Order counts and spend can differ between a customer report, the customers list and WooCommerce Analytics. Here is why. Action hooks reference The action hooks the plugin fires, where they run, and how to use them to add your own content to the reports screen. Generate a report for a customer Search for a customer by name, email, username or ID, open their report, and share the report link with your team. How guest customers are handled Customers who checked out without an account are included everywhere in the plugin, identified by their billing email address. Report limited to the most recent 10,000 orders Why a report shows a notice about covering the most recent 10,000 orders, and what to do about it. Store comparison benchmarks (Pro) Compare a customer's order value, lifetime value and order count against your store averages, and see where they rank by spend. The Insights tab The Insights tab summarises a customer at a glance: revenue breakdown, discount behaviour, refund risk and a 12-month spend chart. Attribution shows Unknown or is missing Why the Attribution tab can be empty or show orders with no recorded source, and what can and cannot be fixed. Browse and filter the customers list Sort and filter every customer on your store by orders and spend, then open any of them straight into a full report. How report data is compiled Reports read the WooCommerce Analytics lookup tables where they can and walk the orders where they cannot. Here is how that works. Recommended actions (Pro) The Insights tab turns a customer's metrics into a prioritised list of next steps, each with buttons that carry the action out. The Orders tab and order activity A paginated list of every order the customer has placed, a status breakdown, and the most recent order notes for those orders. Database tables and meta reference The database table, options and coupon meta keys the plugin creates, and the WooCommerce tables it reads from. Filter reports by date range and order status Narrow a customer report to a period or a single order status, and see which filter options need the Pro version. Generate win-back, second-order and loyalty coupons (Pro) Create a coupon for one customer in a single click from their report, with duplicate detection and a renewal window built in. The Cart tab is empty Reasons a customer's cart shows nothing, including expired sessions, guests without an email, and very large session tables. The Products tab What a customer buys: products purchased, the categories they buy from, products bought together, and cross-sell suggestions. Common problems and fixes Fixes for the issues reported most often: missing menu items, slow or blank reports, empty activity logs and failed exports. Email a customer from the report (Pro) Compose and send a follow-up email straight from a customer report, using a template written for the recommended action. The Payments and Shipping tabs How a customer pays and where their orders go, including every payment method, shipping address and shipping method they have used… See a customer’s current cart (Pro) The Cart tab shows what a customer has in their cart right now, what it is worth, and how long it has been sitting there. The Coupons tab Every coupon a customer has redeemed, how often they used each one, and how much discount each coupon gave them. The Attribution tab See how a customer was first acquired, what brings them back, and which sources, campaigns and devices their orders come through. The customer activity log (Pro) The Activity tab records account events such as logins, new orders, failed payments and address changes for registered customers. Export report data to CSV (Pro) Download a customer's full order list or their order notes as a CSV file, with attribution columns included. Run a store-wide report for all customers Leave the customer field empty to run the same report across every customer at once, and understand what changes when you do.