Docs / Using the plugin

Using the plugin

Learn every screen: the Overview numbers, the report table, filters, columns and exports.

Overview tab

Read your key subscription and membership numbers, compare them with the previous period and chart them over time.

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Find, sort and inspect subscription and membership records in the report table.

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Narrow the report to the records you need with the Filters picker, and add, edit or remove filters.

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Add, remove, rename and reorder the columns in the report table.

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Show and filter on custom data that other plugins store on subscriptions, memberships and orders.

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Build a column whose text depends on other fields, such as a "High value" flag or a tier label.

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Show WooCommerce Memberships profile fields as report columns and filter on them.

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Read totals and breakdowns for the records that match your filters.

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Export the report as a CSV file in the background, then download it or email it to a colleague.

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Need help?

Contact support with your WooCommerce system status report (WooCommerce → Status → Get system report) and your Recurring Reports version.