Users Insights 4.7 update

Version 4.7.0 of Users Insights brings new features and fixes to make managing and understanding your WordPress user data easier. This update includes new features for WooCommerce and Easy Digital Downloads, PDF exports for chart reports and other improvements.

WooCommerce Order Origin/Attribution Analysis

If you’re using WooCommerce, the plugin now supports the WooCommerce 8.5+ order origin tracking. This means you can see where your orders come from, such as UTM sources or referring websites.

The user table now includes new columns that show the order of origin types and sources. Origin types can be values such as referral, utm, organic (search engines) and typein (direct). Origin sources vary based on the origin type, for example for organic the origin source could be google, and for utm – the origin source would be the actual UTM source.

You can also filter users based on this information to focus on specific groups. Filtering is available as part of the Placed an order filter:

Or as standalone filters. For example, here is a way to find all customers whose orders originate from organic traffic such as google and bing search engines:

Additionally, two new reports—Top Order Origin Types and Top Order Origin Sources—help you understand the most common order sources over time.  You can explore this information for all orders, or a selected period.

The order attribution details are also available in the user profile order list:

In order to use this feature, make sure that the Order Attribution option is not deactivated in your WooCommerce store (in WooCommerce > Settings > Advanced > Features > Order Attribution).

Export Reports as PDFs

Users Insights now lets you export chart reports as PDF files. The PDFs include both the chart and the data in table format. This makes sharing or saving your reports easy without needing access to your WordPress dashboard.

New Easy Digital Downloads Features

For Easy Digital Downloads 3.0+ users, this update introduces a new “Placed an Order” filter. This lets you filter users based on details like the status of their orders, the amount spent, the products purchased, or the date of the orders. The difference between this filter and using the corresponding standalone filters separately (such as Status or Product filter), is that this filter will return users who have an order that matches all the criteria. On the other hand, the standalone filters can match criteria from different orders.

There’s also a new “Orders by Status” report. It shows how your orders are distributed across different statuses (e.g., completed, refunded) over time, using color-coded segments for clarity. You can also click on each status label to exclude it from the chart.

Other Fixes and Improvements

This update addresses several bugs and makes minor improvements to enhance the plugin’s usability:

• Easy Digital Downloads: the earnings report now correctly adjusts for time zones
• Easy Digital Downloads: partial refunds are now counted as sales
• WooCommerce: WooCommerce decimal settings are applied in the Lifetime Value column
• WooCommerce: Fix: Performance Comparison report showing “NaN” instead of “0” when there are zero orders.
• WooCommerce: Nonpublic statuses like “auto-draft” and “trash” are also excluded from the Performance Comparison and Orders by Status reports
• Minor fixes and performance improvements