WooCommerce Reporting Toolkit

A portfolio-ready WordPress/WooCommerce plugin demonstrating custom reporting, data aggregation, exports, and production-oriented performance work.

Portfolio project: This repository is a generalized and sanitized version of reporting functionality developed for a production WooCommerce implementation. Client-specific names, configuration, business rules, and identifying information have been removed. No client data, credentials, API keys, or production configuration are included.

What it demonstrates

• WordPress admin menu and report-page development
• WooCommerce order and line-item processing
• PHP/OOP and WordPress hooks
• Direct SQL reporting with $wpdb and prepared statements
• CSV and spreadsheet-friendly exports
• Capability checks and WordPress nonces
• Customer aggregation and drill-down reporting
• Historical product-weight snapshots
• Performance optimization for large order histories
• Practical maintenance of a legacy WooCommerce order-table implementation

Reports

Customer Weight Report

Aggregates monthly order weight by customer, identifies customers and individual orders that meet a configurable threshold, and exports results to CSV. Product weight is snapshotted to order-line metadata at checkout so historical reports are not changed by later catalog edits.

Sales by Purchase Type

Reports product quantity and revenue for configurable purchase-type groupings, with date filtering, SKU/product/size detail, net-style totals, CSV export, and spreadsheet export.

The demonstration assumes a purchase_type order meta value of consumer or business. The business grouping also recognizes a populated billing company field. These are example conventions and can be adapted to a store's data model.

First-Time Customers

Finds customers whose earliest qualifying order falls within a selected year, summarizes first-order revenue by month, provides a customer drill-down, and exports the results to CSV.

The original implementation loaded large numbers of WC_Order objects into PHP memory. The portfolio version preserves the production optimization: MySQL identifies the earliest qualifying order per normalized billing email and returns only the rows needed for the selected year.

Requirements

• WordPress 6.0+
• PHP 8.0+
• WooCommerce
• Legacy WooCommerce order storage (posts/postmeta)

The plugin intentionally declares HPOS incompatibility because the Sales by Purchase Type and First-Time Customers examples query the classic WooCommerce order tables directly. A production HPOS version would use the WooCommerce query APIs or HPOS tables.

Installation

1. Copy woocommerce-reporting-toolkit to wp-content/plugins/.
2. Activate WooCommerce Reporting Toolkit.
3. Open WooCommerce Reporting Toolkit in WordPress admin.
4. Choose a report.

Security / privacy notes

The repository contains no customer records or production data. Reports operate on the WooCommerce data of the site where the plugin is installed. Export actions require the manage_woocommerce capability and use WordPress nonces.

Portfolio context

This code is presented to demonstrate the kinds of WordPress/WooCommerce problems I solve in production: custom business reporting, SQL/data work, plugin development, debugging, performance remediation, and maintainable admin tooling.

It is not intended as a drop-in analytics replacement for every WooCommerce store; stores differ in order storage, metadata conventions, product configuration, and reporting requirements.

License

GPL-2.0-or-later