A weekly WooCommerce reporting checklist (with a one-page template)

A weekly WooCommerce report should record the same handful of numbers for the same Monday-to-Sunday period every week: net sales, orders and average order value against last week and last year, top products, stock at risk, orders by channel, coupon use, refunds and lapsed customers. Check that Analytics has caught up before you start, then fill in one page.

This checklist is the "how to report" companion to questions to ask your store every Monday. That guide explains why each question matters. This one is the routine you follow, in order, and the page you fill in, so the report is comparable from week to week and anyone on your team can produce it.

Before you start: four setup checks

Skipping these is why weekly reports drift and stop being comparable.

• Fix the period. Monday 00:00 to Sunday 23:59 in your store's time zone. Write the dates at the top of the report.
• Check Analytics has caught up. Open Analytics › Revenue for last week and compare the order count with the Orders list for the same days. If Analytics is behind, wait or check WooCommerce › Status › Scheduled Actions for pending imports. See WooCommerce Analytics for how the tables fill.
• Confirm your settings haven't changed. In Analytics › Settings, note the excluded statuses and the date type. If someone changes them, past weeks won't compare.
• Use net sales throughout. It's the figure least affected by shipping and tax.

The weekly checklist

Work through these in order. Each item lists where the number comes from in WooCommerce, and whether Askshelf can answer it today.

Sales

• Net sales, orders and average order value for the week. Analytics › Revenue and Analytics › Orders. Askshelf: yes.
• Change against last week. Date picker › Compare to › Previous period. Askshelf: yes.
• Change against the same week last year. Compare to › Previous year. Askshelf: yes.
• Refunds (the Returns column) and coupon discounts. Analytics › Revenue. Askshelf: yes, amounts only, not refund reasons.

Products and stock

• Top 5 products by units and by net sales. Analytics › Products. Askshelf: yes.
• Biggest riser and biggest faller against last week. Same report with Compare to set. Askshelf: yes.
• Products at risk of selling out within your reorder window. Analytics › Stock shows what's low now; core WooCommerce doesn't forecast. Askshelf: yes, as stock runway. More in how to get a low-stock report.
• Sales by category, if you report on it. Analytics › Categories. Askshelf: no.

Marketing

• Orders and net sales by channel (source type). No Analytics report; use the Origin column on the Orders list, or a tool. Askshelf: yes.
• Results of any campaign that ran (by UTM campaign). Askshelf: yes.
• Coupon results: orders and amount discounted per code. Analytics › Coupons. Askshelf: yes, including the net sales of those orders.

Customers

• Lapsed repeat customers, using a fixed definition such as "2+ orders, none in 90 days". WooCommerce › Customers with filters. Askshelf: yes, as a count without names.
• New versus returning customers. Analytics › Orders has a customer type column (new or returning). Askshelf: no.

Operations

• Orders stuck in processing, on hold or failed. WooCommerce › Orders, filtered by status. Askshelf: no.
• Anything unusual: a supplier delay, a site outage, a price change. Write it down; it explains next week's numbers.

The one-page template

Copy this into a document or spreadsheet and fill it in each week:

Top products (units): 1. … 2. … 3. … 4. … 5. …

Rising / falling: …

At risk of selling out (next 14 days): …

Channels: organic … · direct … · referral … · email/UTM … · unknown …

Coupons: code, orders, discount …

Lapsed repeat customers (count): … (last week: …)

Notes and decisions: …

The "notes and decisions" line matters most. A report nobody acts on stops being made within a month.

Filling it in with Askshelf

Askshelf can answer most of the template from Analytics › Askshelf without opening each report. Ask one question per section and copy the numbers across:

Follow it with top products, stock runway within 14 days, orders by source type, coupon performance and lapsed customers. Each answer lists the lookup it ran, so you can check a figure in the matching report when something looks off. The method is in how to check an AI's answers about your store.

The rows marked "Askshelf: no" (categories, new versus returning, stuck orders) still need WooCommerce's own screens. That's a few minutes, not a reason to skip them.

Keeping the report useful

• Same layout, every week. Resist adding rows. If you want a new metric, replace one you never act on.
• Keep the archive. A folder of weekly pages becomes your seasonal memory: what happened the week of the summer sale, how long the last supplier delay hurt.
• Review monthly. Once a month, look across four reports for slow trends that a single week hides.
• Don't over-read one week. A 15% drop after a strong week is often noise. Two or three weeks in the same direction is a trend. Our guide on mistakes store owners make with their numbers covers this and other traps.

For where a weekly report fits among the other ways to use AI on your store, read using AI to analyze your WooCommerce store. For the built-in reports in more depth, see the WooCommerce sales reports guide. Askshelf is free for 10 questions a month; see pricing.