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Understanding and Customizing Easy Digital Downloads Email Reports

Easy Digital Downloads Email Reports customization dashboard in WordPress

Plugin Name

Easy Digital Downloads Email Reports

Licence

GPL - licensed

Price

Free

Information

In today’s fast-paced digital world, running an online store comes with a wealth of responsibilities. Among these, tracking your store’s performance and understanding how your sales are progressing is essential for sustained growth. That’s where Easy Digital Downloads (EDD) Email Reports come into play. This feature offers store owners a powerful tool to keep track of their sales, earnings, and customer activity — all delivered directly to their inbox.

In this blog post, we’ll explore the ins and outs of Easy Digital Downloads Email Reports and how you can customize them to meet your store’s needs.

What Are Easy Digital Downloads Email Reports?

Easy Digital Downloads is one of the most popular plugins for WordPress, offering an easy-to-use solution for selling digital products online. One of its standout features is the Email Reports, which provide a detailed summary of your store’s performance over a set period. These reports are sent directly to the email address associated with your account and can be customized to include the specific data you care about.

You can receive reports daily, weekly, or monthly, depending on your preferences. The reports generally contain information such as:

  • Total sales: The total revenue generated during the reporting period.
  • Number of orders: How many customers have made a purchase.
  • Top-performing products: Which digital products have brought in the most revenue.
  • Customer data: Insights into your customer base, including new and repeat customers.
  • Discount and coupon usage: Information on how many customers used discount codes.

By reviewing these reports, you gain valuable insights into your store’s performance, enabling you to make more informed business decisions.


Why Are Email Reports Important?

The ability to access performance metrics directly from your email makes running an online store much easier. Let’s take a look at some of the benefits of using EDD Email Reports:

  1. Convenience: You don’t have to log into your dashboard every time you want to check how things are going. With reports landing directly in your inbox, you can stay updated on your store’s progress even while on the go.
  2. Time-Saving: Email reports consolidate all the critical data you need into one digestible summary, saving you time in tracking and analyzing information manually.
  3. Better Decision Making: With consistent data on your sales, products, and customer behavior, you can identify trends and patterns, making it easier to adjust your business strategy accordingly.
  4. Enhanced Store Performance: By tracking revenue, product performance, and customer behavior, you can take targeted actions to boost conversions and enhance your marketing strategies.

How to Customize Easy Digital Downloads Email Reports

Customizing your EDD Email Reports ensures that you’re getting exactly the data you need in a format that works for you. Here’s how you can fine-tune the reports to suit your preferences:

1. Set Up Email Reports in Easy Digital Downloads

First, let’s look at how you can set up these email reports in your Easy Digital Downloads settings:

  1. Go to the EDD Settings: Log in to your WordPress dashboard, navigate to Downloads > Settings, and then click on the Emails tab.
  2. Enable Email Reports: You’ll see an option to enable email reports under the “Email Reports” section. Make sure this is checked to start receiving your email reports.
  3. Select the Frequency: You can select whether you want the reports to be sent daily, weekly, or monthly. Choose the frequency that best fits your needs.
  4. Choose the Recipients: By default, email reports are sent to the store owner’s email address. However, you can customize this by adding additional email addresses if you want team members to also receive these reports.

2. Customizing the Content of the Report

Easy Digital Downloads lets you control the content of your reports by enabling or disabling certain report sections. These sections can include sales summaries, customer activity, and top-selling products, among others. To customize the content:

  1. Access the Email Reports Settings: Under the same Emails tab in your EDD settings, you’ll find options for customizing the contents of the reports.
  2. Toggle Report Sections: Choose which sections should be included in the report. For example, if you want to focus only on sales and top products, disable other sections like “Customer Data” or “Coupon Usage.”
  3. Adjust Formatting: While the email reports are relatively simple, you can also adjust their layout to suit your needs. For example, if you prefer to have the revenue data highlighted or displayed in a table format, you can adjust the report’s format by using HTML or plugin integrations.

3. Using Add-ons for Advanced Customization

If you need more advanced features, such as custom metrics or advanced filtering, Easy Digital Downloads offers a range of add-ons that can help you further tailor your reports. Some useful add-ons include:

  • EDD Recurring Payments: If your store operates on a subscription model, this add-on enables recurring payment data to be included in your reports.
  • EDD Software Licensing: If you sell software products with licenses, this add-on will allow you to include licensing data in your email reports.
  • EDD Advanced Reporting: This add-on allows you to generate more granular reports based on specific filters like date range, product category, and more.

Best Practices for Using Easy Digital Downloads Email Reports

Once you’ve set up and customized your email reports, it’s important to use them effectively. Here are some best practices to help you get the most out of your reports:

  1. Monitor Regularly: If you’ve set up daily or weekly reports, be sure to monitor them regularly. Even small fluctuations in your revenue or product performance could indicate an issue or an opportunity.
  2. Set Performance Goals: Use the insights from your reports to set measurable performance goals, like increasing revenue by a specific percentage or boosting sales of underperforming products.
  3. A/B Test: If you notice patterns in your reports, such as customers frequently using discount codes, consider running A/B tests to see if offering discounts impacts your sales.
  4. Adjust Your Strategy: Based on your email report data, tweak your marketing campaigns, adjust pricing, or focus on promoting products that are performing well.