Analytics

WalletPro exposes wallet program performance across two surfaces: native WooCommerce Analytics reports and a dedicated program dashboard. Together they give you the data needed to measure ROI, spot redemption trends, and tune rewards without leaving wp-admin.

Overview

WalletPro adds two distinct analytics surfaces:

• WooCommerce Analytics integration, wallet-related metrics appear as additional columns and report types inside the existing Analytics menu your team already uses. Filters, date ranges, and CSV exports all work the same way as built-in WooCommerce reports.
• WalletPro Program Dashboard, a dedicated screen at WooCommerce > WalletPro > Analytics that shows program-level KPIs: funded liability, breakage, redemption rate, cohort retention, and estimated ROI.

Both surfaces read from the same HMAC-chained audit ledger that backs every wallet transaction, so figures are always consistent with the balance totals shown elsewhere in WalletPro.

WooCommerce Analytics Integration

Reports added to WooCommerce > Analytics

Using the Revenue report with wallet columns

1. Go to Analytics > Revenue.
2. Click Show / hide columns (top-right of the table).
3. Enable Wallet paid and Gateway paid.
4. The table now shows, per order, how much came from the customer's wallet vs an external payment method.
5. Use the standard date picker and segment filters (product, category, coupon) as normal, wallet columns respect all existing filters.

WalletPro Program Dashboard

The program dashboard is at WooCommerce > WalletPro > Analytics. It refreshes on a configurable schedule and can be e-mailed as a CSV summary to store administrators.

Dashboard panels

Configuring the dashboard

Go to WooCommerce > WalletPro > Settings > Analytics.

Liability and Breakage Reports

These two reports are available at WooCommerce > WalletPro > Reports and are designed for accounting handoff.

Liability Report

Shows the total unredeemed wallet balance as of any point-in-time date. Use this for month-end accounting entries.

1. Go to WooCommerce > WalletPro > Reports > Liability.
2. Set the As-of date field to the reporting date.
3. The table lists: customer name, email, current balance, currency.
4. The footer row shows the total funded liability.
5. Click Export CSV to download the full list.

Breakage Report

Lists credits that expired before the customer used them. Requires credit expiry to be configured under WooCommerce > WalletPro > Settings > Credits > Credit expiry.

1. Go to WooCommerce > WalletPro > Reports > Breakage.
2. Select a date range covering the expiry events you want to review.
3. The table shows: customer, credit source (cashback / referral / manual / code), amount, issue date, expiry date, days held.
4. Click Export CSV to download.

GL-Friendly CSV export

Both reports export a CSV formatted for general-ledger import:

• Date column uses ISO 8601 (YYYY-MM-DD).
• Amounts are plain decimals with no currency symbols.
• A Currency column carries the ISO 4217 code for multi-currency stores.
• Each row has a Transaction type column (load, spend, expire, refund, adjustment) for easy GL mapping.

Scheduled CSV Email Reports

WalletPro can automatically e-mail a CSV summary of wallet activity on a daily, weekly, or monthly schedule.

Configuring scheduled reports

1. Go to WooCommerce > WalletPro > Settings > Analytics > Scheduled Reports.
2. Set Enable scheduled CSV email to On.
3. Configure the following fields:

4. Click Save changes.
5. To test immediately, click Send test report now, this dispatches a report covering the previous 24 hours to the configured recipients.

Filtering and Segmenting Data

All WalletPro analytics screens support the following filters, applied via the filter bar at the top of each report or dashboard panel:

Developer: Accessing Analytics Data via REST API

The walletpro/v1 REST API exposes several analytics endpoints. All require the manage_woocommerce capability and a valid application password or OAuth token.

GET /wp-json/walletpro/v1/analytics/summary

Returns the same figures shown on the Program Dashboard.

Query parameters

Example request

# Fetch summary for June 2026
curl -u "admin:app-password" \
  "https://example.com/wp-json/walletpro/v1/analytics/summary?date_start=2026-06-01&date_end=2026-06-30"

Example response

{
  "date_start": "2026-06-01",
  "date_end": "2026-06-30",
  "currency": "USD",
  "funded_liability": "4821.50",
  "redemption_rate": "0.68",
  "breakage": "142.00",
  "cashback_issued": "318.75",
  "referral_credits_issued": "95.00",
  "top_ups_total": "6200.00",
  "wallet_paid_orders_total": "5410.25",
  "program_roi": "4996.50",
  "average_wallet_size": "38.40",
  "active_wallets": 126
}

GET /wp-json/walletpro/v1/analytics/cohorts

Returns cohort retention data.

Query parameters

Example response

{
  "cohorts": [
    {
      "acquisition_month": "2026-01",
      "customers_loaded": 42,
      "retention": {
        "m1": "0.81",
        "m2": "0.64",
        "m3": "0.52",
        "m4": "0.45",
        "m5": "0.40",
        "m6": "0.38"
      }
    }
  ]
}

Developer: WP-CLI Analytics Commands

# Print a summary of program metrics for the current month
wp wallet analytics summary

# Print summary for a specific date range
wp wallet analytics summary --start=2026-06-01 --end=2026-06-30

# Export the full liability report to a CSV file
wp wallet analytics liability --as-of=2026-06-30 --format=csv > liability-june.csv

# Export breakage for the last quarter
wp wallet analytics breakage --start=2026-04-01 --end=2026-06-30 --format=csv > breakage-q2.csv

# Bust the analytics cache and force a fresh calculation
wp wallet analytics cache flush

Developer: Hooks for Extending Analytics

Two filters let you add columns to or modify data in the exported reports.

/**
 * Add a custom column to the WalletPro liability CSV export.
 *
 * @param array $columns Existing column definitions.
 * @return array
 */
add_filter( 'walletpro_liability_export_columns', function( $columns ) {
    $columns['customer_tier'] = 'Customer Tier';
    return $columns;
} );

/**
 * Populate the custom column value per row.
 *
 * @param array  $row      Row data keyed by column slug.
 * @param int    $user_id  WP user ID for this row.
 * @return array
 */
add_filter( 'walletpro_liability_export_row', function( $row, $user_id ) {
    $row['customer_tier'] = get_user_meta( $user_id, 'loyalty_tier', true );
    return $row;
}, 10, 2 );

Permissions

Access to analytics screens and API endpoints is controlled by WordPress capabilities.