How to Filter WooCommerce Wholesale Reports for WooCommerce Wholesale Pro by barn2

WooCommerce Wholesale Pro by barn2 makes it easy to run a wholesale store by letting you create unlimited wholesale user roles, assign role-based pricing and product visibility, and manage wholesale registration and approvals. A default wholesale role is created automatically on install, and you can add as many additional roles as needed under WooCommerce → Settings → Wholesale → Roles.

With Role-Based Analytics for WooCommerce, you can extend this setup into reporting. All wholesale roles created in Wholesale Pro appear directly inside WooCommerce Analytics, where you’ll find a dedicated User Roles report page and “Filter by User Role” options in existing reports such as Orders, Products, Categories, Coupons, and Downloads.

Note: This article focuses on the integration between WooCommerce Wholesale Pro by barn2 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 Wholesale Pro Uses WordPress User Roles

• 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 the following roles with WooCommerce Wholesale Pro:

• Wholesale
• 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 Wholesale Role Analytics

• 📊 Segmented Reporting — Measure performance per wholesale role.
• 🔍 Better Insights — Understand which groups drive the most value.
• 📈 Smarter Decisions — Adjust discounts, pricing tiers, or catalog visibility based on data.
• 📤 Shareable Data — Export CSVs to share with your team or analyze externally.

Conclusion

WooCommerce Wholesale Pro is a complete wholesale management system built on User Roles. It lets you set up wholesale pricing, product visibility, and customer registration with ease.

By combining it with Role-Based Analytics for WooCommerce, you gain the ability to measure performance for each wholesale role directly inside WooCommerce Analytics.

Together, they provide everything you need to:

• Manage wholesale customers with roles.
• Control pricing, visibility, and registration.
• Analyze performance per role to grow your business strategically.

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

Frequently Asked Questions