Email Reports Is Now Insights For SureCart!

We’re excited to share that Email Reports for SureCart has officially evolved into Insights for SureCart! What began as a way to send daily, weekly, and monthly sales reports has grown into a complete insights system, bringing reporting and analytics directly inside your WordPress site and SureCart store.

Version 2.0 introduces a refreshed settings interface, brand-new insights panels for orders and subscriptions, powerful customer journey tracking, and major improvements to email reports.

These new features mark a natural evolution, and the new name, Insights for SureCart, better reflects the broader purpose and vision of this addon moving forward.

If you’re already using Email Reports, nothing changes in your workflow. You’ll notice the new name and gain access to all the new tools and features when you update to version 2.0. Email Reports are now just one of five main features (so far).

New Features

Version 2.0 introduces key improvements to the existing email reports feature, with the addition of four new main features (so far). Be sure to visit the full Insights For SureCart product page for detailed descriptions and screenshots.

A Fresh New Settings Experience

As mentioned in our other recent post, we’ve given the entire plugin settings area a polished design update for easier navigation and a modern look. Everything has been improved to help you find and configure what you need faster.

Import & Export Settings

Quickly back up your configuration or move it between sites with the new import/export option. Perfect for agencies, staging workflows, or anyone managing multiple stores.

Role-Based Access Control

A new setting lets you decide exactly who can access Insights. Simply choose the user roles that should have permission, and only those users will see the insights panels. This gives you more control over visibility, ensuring sensitive store data is only available to the right people.

Order Insights

The new Order Insights panel makes it easy to understand store performance without leaving the Orders list in SureCart. With a simple slide-out panel, you can instantly review sales, refunds, taxes, shipping, and order averages. Custom date ranges like Today, This Week, or Last Month help you focus on exactly the time period you want to measure, while defaults let you decide whether to include test data or show comparisons and percentage changes. Everything you need to spot trends is now right where you manage your orders.

Subscription Insights

Recurring revenue is now easier to track than ever with the new Subscription Insights panel. Open the slide-out panel from the SureCart Subscriptions list to see detailed metrics on signups, active versus canceled subscriptions, trials, and recurring revenue. You’ll also find churn and growth tracking, with visibility into upgrades, downgrades, cancellations, and reactivations. Like Order Insights, you can choose your own date ranges and defaults, giving you a clear view of the health and momentum of your subscription business directly inside WordPress.

Customer Journey Tracking

Understand the path each customer takes before making a purchase. The new Customer Journey settings tab lets you enable guest journeys, define how many steps are stored, set cookie duration, and choose which pages to track. Each SureCart order now includes a Customer Journey timeline panel showing the exact steps leading to checkout.

Smarter Email Reports

Email reports are better than ever with new customization tools, expanded insights, and quality-of-life improvements.

• Preview emails before sending
• Next scheduled email notice inside each report
• Expanded list of metrics available
• Report frequency variables (monthly/weekly/daily) added to subject and body
• Confirmation popup when deleting reports
• “Reports” tab renamed to Email Reports for clarity

Analytics Integration

The former Google Analytics tab has been renamed to Analytics Integration to better reflect its role as we expand support for more services in the future.

Additional Improvements

• New setting to control which user roles can access insights
• Handy “Settings” link in the WordPress Plugins list
• Numerous description updates for clarity and usability

What’s Next

We have much more planned for Insights for SureCart. Next on the roadmap are dedicated insights panels for customers and products, giving you the same level of visibility you now have with orders and subscriptions. After that, we plan to introduce a central insights dashboard, bringing everything together into one place.

These additions take significant work and development time, so we’d love your feedback. Let us know which insights are the highest priority for your store, and where you’d find them most useful.