Columns and filters

This page explains how to control what each report contains. All of these settings live on the Reports tab of the report profile you are editing.

Order statuses

Choose which order statuses count as "an order to report".

The default selection is Processing + Completed + Refunded, which matches what most stores think of as paid orders. The picker is a multi-select — click the × on a chip to remove it, or click in the empty space to add another status (including custom statuses from other plugins).

Statuses excluded by default include pending, failed, cancelled, and trashed orders. Add or remove them to suit your workflow.

Tip: include on-hold if you want to see orders that are paid by bank transfer but not yet marked completed.

Report columns

The CSV and PDF render whichever of these columns you have selected, in this order:

Column	What it shows
Order ID	The WooCommerce order number.
Date created	Local date and time the order was placed.
Status	Current order status.
Payment method	Payment method title (overridable on the Settings → Custom text tab).
Customer	Billing first + last name (or the username if there is no billing name).
Billing email	Customer's billing e-mail.
Tax total	Total tax for the order, in your store currency.
Order total	Total the customer was charged, in your store currency.

Remove any column you do not want to share. Order is preserved exactly as you arrange the chips.

Report filters

Filters narrow the orders that show up in this report. Leave all of them empty to include every order that matches the status and date range — that is the safe default.

Filter	Effect
Payment method	Only include orders paid with the selected gateways (e.g. just Stripe, or just bank transfer).
User	Only include orders by specific customers (useful for B2B or a single big client).
Product	Only include orders that contain the selected products. Uses WooCommerce's product search — start typing the title.
Category	Only include orders that contain a product in the selected categories.

Filters stack with AND. A report with Payment = Stripe and Category = Phones will include only Stripe-paid orders that contain at least one phone.

Common recipes

• Bookkeeping daily: To = bookkeeper, columns = Order ID, Date, Payment method, Tax, Total. No filter, schedule = 1.
• Wholesale client: User = the wholesale account, columns include Customer + Order total, schedule = 1.
• One brand of many: Category = "Brand X", columns = Order ID, Status, Order total, schedule = 1 + 15.

The result of each is a clean CSV and a matching PDF in the inbox of whoever needs it.