How to Filter WooCommerce B2B Sales Reports with B2B for WooCommerce by Addify

B2B for WooCommerce by Addify is a woocommerce extension that gives store owners all the essentials for managing business-to-business customers. It lets you hide prices and Add to Cart buttons, restrict products and categories, control access to pages, enable request-a-quote functionality, and enforce minimum order amounts.

At the core of B2B for WooCommerce is the use of WordPress User Roles. Every B2B rule — whether it’s showing prices, restricting catalogs, or allowing quotes — is tied to a specific User Role. This makes User Roles the backbone of your wholesale workflows.

With Role-Based Analytics for WooCommerce, you can extend this role-based setup into advanced reporting. All User Roles managed through B2B for WooCommerce appear directly inside WooCommerce Analytics, giving you complete visibility into how each role performs in terms of sales, orders, and product performance.

Note: This article focuses on the integration between B2B for WooCommerce by Addify plugin and Role-Based Analytics for WooCommerce extention. However, Role-Based Analytics is designed to work with any plugin or extension that uses WordPress user roles — including membership, wholesale, and user-group-based solutions. If a plugin assigns roles to customers, those roles will automatically appear in your analytics reports.

Prerequisite: You must first purchase and activate Role-Based Analytics for WooCommerce (e.g. via WooCommerce.com) to enable these analytics features.

How Role-Based Analytics Extends Wholesale Suite for sales report

Role-Based Analytics for WooCommerce automatically detects all roles used in your store, including those configured through B2B for WooCommerce. It adds new reporting and filtering options inside WooCommerce Analytics:

1. User Roles Report Page
   • Filter by date range.
   • View single or multiple User Roles.
   • Compare B2B User Roles side by side.
   • Access charts, performance cards, and detailed tables with metrics such as Orders, Gross Sales, Net Sales, and Average Order Value.
2. User Role Filters in Existing Analytics Pages
   • Orders
   • Products
   • Categories
   • Coupons
   • Downloads
3. Wholesale Role Leaderboard
   • View the top-performing wholesale User Roles directly from the Analytics Overview page.
4. CSV Export Support
   • Export User Role–based (B2B, Wholesale, Retails) reports for further analysis in Excel, Google Sheets, or ERP tools.

Both plugins are built on top of WordPress’s native User Role system, so they work together out of the box — no extra configuration needed.

Example in Action

Suppose you’ve set up the following roles with B2B for WooCommerce:

• Wholesale Customer
• B2B
• Retailer
• Distributor

After activating Role-Based Analytics for WooCommerce:

• These User Roles appear in the User Roles Analytics report page.
• You can see the total orders, gross sales, net sales, and average order value (AOV) for each role.
• You can compare Wholesale Customer against Distributor to identify which segment drives the highest revenue.

Even if you only have one wholesale role, you’ll still get a complete breakdown:

• Wholesale role (your B2B customer group)
• Guest (unregistered customers)
• Customer (default WooCommerce registered users)

This ensures you always have a full picture of sales across wholesale, retail, and guest buyers.

📖 You can also see How to Filter WooCommerce Sales Reports by User Roles: The Complete Step-by-Step Guide.

Benefits of B2B Role Analytics

• 📊 Segmented Reporting — Measure performance per User Role.
• 🔍 Strategic Insights — See how different roles behave across your store.
• 📈 Optimized Decisions — Adjust pricing, quotes, or order rules with data.
• 📤 Shareable Data — Export CSVs for sales, marketing, or management use.

Conclusion

B2B for WooCommerce by Addify provides role-based controls for pricing, product visibility, quotes, and ordering. By adding Role-Based Analytics for WooCommerce, you can turn those User Roles into powerful reporting segments inside WooCommerce Analytics.

Together, they form a complete solution:

• Manage B2B workflows with User Roles.
• Apply rules for pricing, quotes, and checkout.
• Analyze performance per role to grow your business strategically.

👉 Get Role-Based Analytics for WooCommerce and unlock B2B reporting today.

Frequently Asked Questions