How to Filter WooCommerce Wholesale Analytics Reports Wholesale for WooCommerce by WPExperts

Wholesale for WooCommerce by WPExperts is a WooCommerce extension that enables you to create wholesale user roles, assign role-based pricing and discounts, manage wholesale registration and approvals, control product visibility, and enforce minimum order rules.

By adding Role-Based Analytics for WooCommerce, you can extend this wholesale setup into reporting. The extension adds a dedicated User Roles report page and role filters across WooCommerce Analytics (Orders, Products, Categories, Coupons, and Downloads), so you can track sales, orders, and product performance for each wholesale group.

Note: This article focuses on the integration between Wholesale for WooCommerce by WPExperts 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.

Features of Wholesale for WooCommerce by WPExperts

Wholesale for WooCommerce by WPExperts is built to help store owners run both B2B and B2C from the same store. It lets you:

• Create one or multiple wholesale roles.
• Set discounts globally, by category, or by product per role.
• Offer tiered pricing based on order quantity.
• Provide a registration form with admin approval for wholesale customers.
• Restrict prices, products, or categories by role.
• Enforce minimum order amounts or quantities.
• Assign role-based shipping, payment, and tax rules.

At the core, all these features rely on WordPress User Roles. Every wholesale group you define is stored as a role, which WooCommerce and other extensions recognize.

This makes it simple to extend with Role-Based Analytics for WooCommerce, which turns your wholesale roles into actionable reporting segments inside WooCommerce Analytics.

How Role-Based Analytics Extends Wholesale for WooCommerce

• Creates wholesale roles (a default role on install; add unlimited roles later).
• Prices by role: set global or category discounts, or product-specific wholesale prices for each user role.
• Visibility by role: show/hide products or categories to public customers vs. wholesale roles.
• Registration/approval: provide a wholesale registration flow and add users to the appropriate User role.

Result: each customer type you serve (e.g., different wholesale tiers) is a User Role with its own pricing and visibility settings.

How Role-Based Analytics Extends Wholesale Pro

Role-Based Analytics for WooCommerce automatically detects all roles in your store, including those created with Wholesale Pro. It enhances WooCommerce Analytics with new user role-focused views and filters:

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.

Because both plugins use WordPress User Roles as their foundation, they work together out of the box—no manual configuration needed.

Example in Action

Suppose you’ve set up these roles in Wholesale for WooCommerce:

• Wholesale Tier A (basic wholesale buyers)
• Wholesale Tier B (higher-volume buyers with bigger discounts)
• Distributor

With Role-Based Analytics enabled:

• These roles appear automatically in the User Roles Analytics report page.
• You can see order counts, gross sales, net sales, and AOV for each role.
• Compare Tier A vs. Tier B to see which brings higher revenue.
• Drill into Products with the role filter to learn what each group is buying most.

Even if you only have one wholesale role, you’ll still get comparisons with:

• Your defined wholesale role.
• Customer (default WooCommerce User Role).
• Guest (unregistered users).

This ensures you always have a complete sales breakdown across wholesale, retail, and guest customers.

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

Benefits of Wholesale Role Analytics

• 📊 Segmented Reporting — Track sales per wholesale group.
• 🔍 Better Insights — Learn product preferences per tier.
• 📈 Smarter Decisions — Adjust discounts, shipping, and minimums with confidence.
• 📤 Data Portability — Export CSVs for sharing or ERP integration.

Conclusion

Wholesale for WooCommerce by WPExperts provides robust wholesale management tools—role-based pricing, discounts, product visibility, registration, and minimum order rules—all powered by User Roles.

With Role-Based Analytics for WooCommerce, you can take the next step: measuring the performance of each wholesale role directly inside WooCommerce Analytics.

Together, they give you a complete workflow:

• Manage wholesale customers with roles.
• Apply pricing, visibility, and ordering rules.
• Analyze performance by role to grow strategically.

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

Frequently Asked Questions