Filtering Options

Introduction

Customer History for WooCommerce includes powerful filtering and search capabilities that help you quickly find specific customers, orders, sessions, and analytics data. This guide covers all available filtering options and how to use them effectively.

Mastering the filtering system allows you to segment your customer base, identify trends, and make data-driven decisions about your store’s marketing and operations.

Customer Search

The customer search feature allows you to find specific customers quickly using various criteria.

Search Fields

You can search customers by:

• Name: First name, last name, or full name
• Email Address: Full or partial email
• Username: WordPress username
• User ID: Numeric WordPress user ID
• Order Number: Find customer by their order number

How to Use Customer Search

1. Go to Customer History → Customers & Users
2. Locate the search box at the top of the customer list
3. Enter your search term (name, email, username, etc.)
4. Results filter automatically as you type
5. Click on a customer to view their full details

Order Filters

Filter the order history to view specific types of transactions.

Order Status Filters

View orders by their current status:

• Processing: Orders being prepared for shipment
• On Hold: Orders awaiting payment or review
• Completed: Fulfilled and delivered orders
• Cancelled: Orders that were cancelled
• Refunded: Orders that were returned/refunded
• Failed: Orders with payment failures

Accessing Order Filters

1. Navigate to Customer History → Order History
2. Use the status dropdown menu at the top
3. Select the desired order status
4. The list updates to show only matching orders

Order Search

In addition to filters, you can search orders by:

• Order number
• Customer name
• Product name
• Order total amount

Session Filters

Filter browsing sessions to analyze customer behavior patterns.

Session Type Filters

• All Sessions: Every tracked session
• Live Sessions: Currently active visitors (real-time)
• Customer Sessions: Sessions from registered users
• Guest Sessions: Sessions from non-registered visitors
• Bot Sessions: Automated crawler sessions (if enabled)
• Admin Sessions: Admin user sessions (if enabled)

Session Activity Filters

Filter sessions based on specific activities:

• Sessions with Purchases: Visitors who made a purchase
• Sessions without Purchases: Browse-only sessions
• Sessions with Cart Activity: Added items but didn’t purchase
• Sessions with Searches: Used the search function

Using Session Filters

1. Go to Customer History → Sessions
2. Click the Check Sessions button or link
3. Use dropdown menus to select filter criteria
4. Apply date range if needed
5. Review the filtered session list

Date Range Filtering

Most data views include date range filtering to analyze performance over specific periods.

Available Date Ranges

• Today: Current day’s data
• Yesterday: Previous day
• Last 7 Days: Past week
• Last 30 Days: Past month
• This Month: Current calendar month
• Last Month: Previous calendar month
• This Year: Current calendar year
• Custom Range: Specify exact start and end dates

Setting Custom Date Ranges

1. Select “Custom Range” from the date dropdown
2. A date picker will appear
3. Click the start date on the calendar
4. Click the end date on the calendar
5. Click “Apply” to filter the data

Where Date Filtering Is Available

• Analytics Dashboard
• Statistics page
• Order History
• Session History
• Search Analytics
• Conversion Funnel (Premium)
• Weekly Reports configuration

Advanced Filtering Techniques

Combine multiple filters for powerful data segmentation.

Multi-Criteria Filtering

You can apply multiple filters simultaneously:

• Date range + Order status + Customer search
• Session type + Activity filter + Date range
• Product category + Time period + Customer tier

Example Use Cases

Find High-Value Customers in Last 90 Days

1. Go to Customers & Users
2. Set date range to “Last 90 Days”
3. Sort by “Total Spent” (descending)
4. Filter out users with no orders
5. Review top 10-20 customers

Identify Abandoned Cart Sessions This Week

1. Navigate to Sessions
2. Set date range to “Last 7 Days”
3. Filter by “Sessions with Cart Activity”
4. Exclude “Sessions with Purchases”
5. Review cart abandonment patterns

Analyze Popular Search Terms This Month

1. Go to Search Analytics
2. Set date to “This Month”
3. Sort by search frequency
4. Look for patterns in top searches
5. Identify products to stock or promote

Saving Common Filter Combinations

While the plugin doesn’t have a built-in “save filter” feature, you can:

• Bookmark frequently used filter URLs in your browser
• Document common filter combinations in a spreadsheet
• Create a checklist for regular reporting tasks
• Use browser extensions to save filter settings