Email Reports
The Email Reports feature in the Insights For SureCart Addon seamlessly delivers convenient SureCart sales and Google Analytics reports via email on daily, weekly, or monthly schedules, offering concise summaries of essential store sales and performance data.
⚡Quick Highlights
- Send automated daily, weekly, or monthly reports with sales, subscriptions, and store performance data
- Personalize report content, recipients, schedule, and even preview results before sending
- Share clear, easy-to-read performance snapshots with your team or clients by email
Receive Insights About Your SureCart Store Sales Delivered To Your Inbox
Hello, I’m Nelson Miller, the owner of SurelyWP and the creator of this addon for SureCart. I enjoy developing tools that help you succeed, and I hope you find this one beneficial! If you have any questions, please feel free to send me a message.
Email Reports
Use Cases
Explore these popular ways store owners and admins are using email reports.
Track Daily Sales
Receive a daily summary of orders, revenue, and average order value.
Analyze Weekly Marketing Impact
View top products, traffic sources, and campaign-driven sales each week.
Monitor Monthly Recurring Revenue
Check subscriptions, renewals, and churn to stay on top of MRR trends.
Deliver Role-Specific Reports
Automatically send reports tailored to each team member’s needs.
Provide White-Label Client Reports
Send branded performance summaries to clients without backend access.
What To Expect From SurelyWP And Insights/Email Reports
Seamless Integration
Every SurelyWP addon is carefully designed to fit naturally within the SureCart workflow and interface, making it intuitive and easy to use.
Dedicated Expertise
Our development team works exclusively on SureCart addons, combining deep knowledge of its codebase with a love for the platform.
Friendly Support
We provide personal support whenever needed, helping customers get the most out of their addons and solving any technical problems quickly.
Trusted Quality
Our addons are built to the highest standards, delivering reliable performance that customers count on for their ecommerce stores.
Customer Focused
Most of our features and addons are inspired by conversations with customers, using your feedback to decide what we work on next.
Email Reports Settings
Explore all the settings to configure and customize the Email Reports feature!
NOTE: We display all settings, options, and interface screenshots directly on this product page rather than hiding them in separate documentation. This ensures complete transparency so you can see exactly what the plugin offers before purchasing. You can refer back here anytime while configuring and using the plugin, or after we release updates, to always find the latest information.
Add New Or Manage Existing Reports
Get started by navigating to the Email Reports tab in the plugin settings and clicking the button to create a new report. You can set up as many reports as you need, each with its own schedule, recipients, and data selection.
For example, you might create:
- A daily sales summary to track performance at a glance
- A weekly analytics overview for your team
- A monthly revenue report for stakeholders or accounting
If you’ve already created reports, they will appear in a list on this page. From there, you can easily edit, duplicate, or delete existing reports to keep everything up to date.
Give Your Reports A Clear And Meaningful Name
Every email report you send deserves a title that tells you exactly what’s inside at a glance. With our plugin, you can set a custom title for each report, making it easy to organize, identify, and track the insights that matter most to your store. Whether you’re managing multiple reports or sending updates to your team, a clear title keeps everyone on the same page.
Control When Your Reports Are Active
Decide at any time whether an email report is active or paused. The status toggle allows you to temporarily disable a report without deleting it, giving you full control over what insights are sent and when. This makes managing multiple reports effortless and ensures that your team only receives the information that’s relevant right now.
Include Test Data for Accurate Insights
Our Test Mode lets you include SureCart test data when generating your email reports. This is especially useful if you’re experimenting with new products, workflows, or automation and want to see how your metrics would appear without affecting real customer data. Test Mode ensures you can safely preview performance scenarios and make informed decisions before going live.
See Exactly What Your Reports Will Look Like
Before sending a report, you can preview it to check formatting, layout, and content. This feature helps you ensure that every email looks polished and professional, so your team or clients will receive insights in a clear and organized format. Email Preview provides peace of mind that your reports communicate exactly what you intend.
Set Recipients By Email Address Or User Role
Select your preferred method for sending reports. You can input specific email addresses or choose a user role, ensuring all members assigned to that role receive the report automatically.
Automate Report Delivery at the Perfect Time
Schedule your email reports easily with an intuitive feature. Select specific days, times, and frequencies to keep your team updated with timely insights effortlessly. This automation ensures your workflow remains smooth and consistent, so you never miss a beat tracking your store’s performance.
Customize Every Part of Your Email Reports
Gain full control over the appearance and content of your email reports when they reach your recipients. Customize the subject line with dynamic variables like {website_name}, {report_frequency}, and {report_period} to make each message immediately relevant. Automatically include your logo from your theme, or upload your own to maintain consistent branding. Personalize the header and body text to provide context, summaries, or highlights that matter most to your team. You can also opt to display previous period values for easy comparison, helping your recipients track trends and see progress at a glance.
Included Report Data Options
Unlock the full potential of your SureCart store with comprehensive email reports that give you a clear view of your sales, subscriptions, abandoned checkouts, and website performance. With these insights, you can track trends, monitor customer behavior, and make data-driven decisions to grow your business. Each metric can be enabled or disabled in each report, and you can drag each metric to rearrange its order according to your preference.
Orders & Sales Metrics
Get a complete snapshot of your store’s financial performance and customer activity. Track total sales, refunds, order fulfillment, and product performance to understand every aspect of your business. These metrics help you optimize inventory, pricing, and marketing strategies.
- Gross Sales
- Total Sales
- Net Sales
- Net Revenue
- Total Orders
- Paid Orders
- Draft Orders
- Processing Orders
- Failed Orders
- Canceled Orders
- Fulfilled Orders
- Partially Fulfilled Orders
- Unfulfilled Orders
- Shippable Orders
- Shipped Orders
- Not Shipped Orders
- Partially Shipped Orders
- Orders With Tracking Numbers
- Orders Without Tracking Numbers
- Delivered Orders
- Return In Progress Orders
- Returned Orders
- Trial Orders
- Orders With Discounts
- Refunded Amount
- Fully Refunded Orders
- Partially Refunded Orders
- Average Refund Amount
- Refund Rate
- Net Coupon Discounts
- Total Tax Collected
- Total Shipping Collected
- Items Sold
- Average Items Per Order
- Average Order Value
- Average Orders Per Customer
- Average Revenue Per Customer
- Average Daily Orders (Weekly & Monthly Reports)
- Average Shipping Cost Per Order
- Average Tax Per Order
- Orders From New Customers
- Orders From Existing Customers
- Top Selling Product Collections
- Top Selling Products
- Downloaded Files
- Activated License Keys
- Orders With Order Bumps
- Orders With Upsells
Subscription Insights
Monitor your recurring revenue and subscription activity to stay on top of growth and retention opportunities. See signups, renewals, upgrades, trials, and discounts to fully understand your subscription ecosystem.
- Active Subscribers
- Subscription Signups
- Subscription Signup Revenue
- Subscription Renewals
- Subscription Renewal Revenue
- Subscription Upgrades
- Subscription Upgrade Revenue
- Average Subscription Signup Value
- Trialing Subscriptions
- Past Due Subscriptions
- Canceled Subscriptions
- Ongoing Subscriptions
- Installment Subscriptions
- Subscriptions By Frequency
- Discounted Subscriptions
- New Trials
Abandoned Checkout Tracking
Recover lost revenue by tracking abandoned checkouts and measuring recovery success. See how many checkouts were reclaimed and the revenue impact, helping you refine your strategies for maximum results.
- Recoverable Abandoned Checkouts
- Recovered Abandoned Checkouts
- Abandoned Checkout Recovery Rate
- Abandoned Checkout Recovered Revenue
Google Analytics & Audience Data
Understand how visitors interact with your website and where your traffic comes from. Monitor user activity, pageviews, top countries, traffic sources, and content performance to make informed marketing and website optimization decisions.
- Total Website Users
- Active Website Users
- New Website Users
- Returning Website Users
- Website Views
- Orders By Device
- Top Countries
- Top Traffic Sources
- Top Pages Viewed
FAQs
Are the emails sent by your add-ons using the default SureCart email service or the site’s SMTP settings?
The emails sent by our add-ons use the default SMTP settings configured on your WordPress site, rather than the SureCart email service. If you’ve set up an SMTP plugin like WP Mail SMTP, those settings will control how emails are sent.
Can I send email templates that also pull data from the SureCart settings?
While our add-ons rely on the site’s SMTP settings, they don’t directly pull email settings or templates from SureCart. However, you can design and customize your email templates within your SMTP plugin or email service to reflect your SureCart branding and include relevant data.
The emails are sent via wordpress@ with "WordPress" as the sender name. Can I change this to use the sender address and title from the SureCart settings?
Yes, you can change the sender name and email address by configuring your SMTP settings. To use a different sender address, like “shop@”, and update the sender name, simply adjust these details in your SMTP plugin to match the preferences set in your SureCart settings, ensuring a consistent and branded email experience.
How to set up a server-side cron job?
To ensure the email reports are sent on schedule, it’s essential to configure a server-side cron job. While WordPress provides its own cron functionality, it’s crucial to understand that relying solely on it may not guarantee the consistent execution required by the nature of our plugin. In this guide, we’ll walk you through the process of setting up a server-side cron job step-by-step, ensuring that your SureCart Email Reports are generated and delivered reliably according to your preferences.
Access Your Hosting Control Panel: Log in to your hosting caontrol panel provided by your web hosting provider.
Locate Cron Jobs Section: Find the section labeled “Cron Jobs” or “Scheduled Tasks” within your hosting control panel.
Create a New Cron Job: Look for an option to create a new cron job or scheduled task. Click on it to proceed.
Set the Timing: Specify the timing for when you want the cron job to run. Since our SureCart Email Reports plugin requires frequent checks, it’s crucial to set it to run every minute.
Enter the Command: In the command or script field, enter the URL provided for the cron job. This URL should initiate all necessary cron tasks for our plugin. It should look like:{site_url}/wp-json/surelywp_er/v1/fetch-orders/ Replace {site_url} with the actual URL of your SureCart store. This command will trigger the execution of the cron tasks related to fetching orders for the Email Reports feature of your SureCart store.
Save the Cron Job: Once you’ve entered the command and set the timing to run every minute, save the cron job. Some control panels may require you to confirm or finalize the setup.
Verify Setup: After saving the cron job, ensure that it’s set up correctly by checking the cron jobs list in your hosting control panel. Confirm that the newly created cron job appears with the specified timing and command.
By following these steps and considering the specific functionalities of our SureCart plugin, users can effectively set up a server-side cron job to ensure the proper functioning of the email reports feature.
