Title: Ni WooCommerce Sales Report By User Role
Author: Anzar Ahmed
Published: <strong>जनवरी 9, 2017</strong>
Last modified: अक्टूबर 4, 2026

---

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# Ni WooCommerce Sales Report By User Role

 [Anzar Ahmed](https://profiles.wordpress.org/anzia/) लिखले बारे

[डाउनलोड](https://downloads.wordpress.org/plugin/ni-woocommerce-sales-report-by-user-role.2.2.0.zip)

 * [Details](https://bho.wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/#description)
 * [समीक्षा](https://bho.wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/#reviews)
 *  [Installation](https://bho.wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/#installation)
 * [Development](https://bho.wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/#developers)

 [मदद](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/)

## बिबरन

**Ni WooCommerce Sales Report By User Role** links every WooCommerce order to a 
sales agent (salesperson) and shows how much each agent sells. Choose any WordPress
user role as your sales team, assign an agent on the order screen, and get a sales
dashboard, a product-wise sales report and a sales agent report — all filtered by
date period and agent.

It is built for stores that sell through sales representatives, field agents, resellers,
phone or in-store staff, and for anyone who needs a simple WooCommerce sales report
by user, by salesperson or by user role.

#### Accurate sales figures

 * **Net of refunds** – partial and full refunds are subtracted from sales totals,
   quantities sold, line totals and tax.
 * **Paid orders only** – reports count orders with the status Processing, On hold
   or Completed. Pending, Failed, Cancelled and Refunded orders are excluded.
 * **Your time zone** – “Today”, “Yesterday”, “This year” and other periods follow
   the time zone set in WordPress Settings.

#### Key features

 * **Sales dashboard** – total, this year, this month, this week and today sales,
   plus order counts.
 * **Today’s sales analysis** – orders, sales, products sold, discount and tax for
   the current day.
 * **Recent orders** – the 10 latest orders with customer, country, status and net
   order total.
 * **Sales product report** – product-wise sales with quantity, line tax and line
   total, filtered by sales agent.
 * **Sales agent report** – order count and net sales total per agent.
 * **Date filters** – Today, Yesterday, Last 7 days, Last 10 days, Last 15 days,
   Last 30 days, This year and Last year.
 * **Assign sales agents to orders** – a “Select Sales Agent” box on the order edit
   screen.
 * **Sales Agent column** in the WooCommerce orders list.
 * **Choose the agent role** – use any existing role or the included **Ni Sales 
   Agent** role.

#### WooCommerce HPOS compatible

The plugin is fully compatible with WooCommerce **High-Performance Order Storage(
HPOS)** and with the legacy WordPress posts storage, including compatibility (sync)
mode. Reports read the active order tables directly with optimised SQL, so they 
stay fast on large stores, and the sales agent is stored as standard WooCommerce
order meta.

#### Secure

Reports and settings are available only to administrators, requests are protected
with nonces, user input in database queries is validated and prepared, and report
output is escaped.

#### For developers

 * `ni_sales_agent_report_order_statuses` – filter the order statuses included in
   reports (default: `wc-processing`, `wc-on-hold`, `wc-completed`).
 * `ni_sales_agent_report_columns`, `nisabur_sales_product_report_columns` and `
   nisabur_sales_product_report_data` – customise report columns and rows.

#### Need more reports?

Get **Ni WooCommerce Sales Agent and Sales Commission** for agent commission reports,
CSV export of all reports and a separate login for sales agents.

 * [View demo](http://demo.naziinfotech.com/?demo_login=woo_agent_commission)
 * [Buy Ni WooCommerce Sales Agent and Sales Commission](http://naziinfotech.com/product/ni-woocommerce-sales-agent-and-sales-commission/)

### Disclaimer

It is not responsible for any harm or wrong doing this Plugin may cause. Users are
fully responsible for their own use. This Plugin is to be used WITHOUT warranty.

## Screenshots

[⌊Create a sales agent user with the Ni Sales Agent role.⌉⌊Create a sales agent 
user with the Ni Sales Agent role.⌉[

Create a sales agent user with the Ni Sales Agent role.

[⌊Select the sales agent user role in the User Role Report settings.⌉⌊Select the
sales agent user role in the User Role Report settings.⌉[

Select the sales agent user role in the User Role Report settings.

[⌊Assign a sales agent on the WooCommerce order edit screen.⌉⌊Assign a sales agent
on the WooCommerce order edit screen.⌉[

Assign a sales agent on the WooCommerce order edit screen.

[⌊Sales dashboard with total, yearly, monthly, weekly and today sales.⌉⌊Sales dashboard
with total, yearly, monthly, weekly and today sales.⌉[

Sales dashboard with total, yearly, monthly, weekly and today sales.

[⌊Recent orders list on the dashboard.⌉⌊Recent orders list on the dashboard.⌉[

Recent orders list on the dashboard.

[⌊Sales product report filtered by period and sales agent.⌉⌊Sales product report
filtered by period and sales agent.⌉[

Sales product report filtered by period and sales agent.

[⌊Sales agent report with order count and net sales per agent.⌉⌊Sales agent report
with order count and net sales per agent.⌉[

Sales agent report with order count and net sales per agent.

## Installation

 1. In WordPress go to **Plugins > Add New**, search for “Ni WooCommerce Sales Report
    By User Role”, then install and activate it. You can also upload the plugin folder
    to `/wp-content/plugins/`.
 2. Make sure WooCommerce is installed and active.
 3. Open the **User Role Report** menu.
 4. Go to **User Role Report > Setting** and select the user role of your sales agents,
    for example **Ni Sales Agent**.
 5. Go to **Users > Add New** and create your sales agents with that role. Fill in 
    the first and last name — they are shown in the reports.
 6. Edit an order, choose the agent in the **Select Sales Agent** box and update the
    order.
 7. Open the **Dashboard**, **Sales Product Report** or **Agent Report**.

## FAQ

### Is the plugin compatible with WooCommerce HPOS?

Yes. It declares HPOS compatibility and works with High-Performance Order Storage,
legacy post storage and compatibility (sync) mode. When you update from an older
version on an HPOS store, existing sales agent assignments are copied to the HPOS
order meta table automatically the first time an administrator opens the WordPress
admin.

### Which orders are included in the reports?

Orders with the status Processing, On hold or Completed. Developers can change the
list with the `ni_sales_agent_report_order_statuses` filter.

### Are refunds subtracted?

Yes. Refunds reduce the sales total, the agent total, quantities sold, line totals
and tax. A refund is counted against the date of the original order.

### How do I assign a sales agent to an order?

Open the order in WooCommerce, select the agent in the **Select Sales Agent** box
and update the order. The agent then appears in the orders list and in all reports.

### Can I use my own user role for sales agents?

Yes. Select any role under **User Role Report > Setting**. Only users with that 
role are listed as agents.

### Why is an agent missing from the dropdown?

The user must have the role selected in the settings. First and last names are shown,
so add them to the user profile.

### Which dates and time zone are used?

Order dates are shown and filtered in the time zone set under **Settings > General**.

### Where can I get help?

Use the support tab on WordPress.org or email support@naziinfotech.com.

### Do you customize this plugin?

Yes, we can customize the plugin and build custom reports for your requirements.

## समीक्षा

![](https://secure.gravatar.com/avatar/cc6790afcae10f85481e673c9127c4b502d5af9b056d9b0b4f2a2e488c799c1b?
s=60&d=retro&r=g)

### 󠀁[Does what it say](https://wordpress.org/support/topic/does-what-it-say-7/)󠁿

 [mauri01](https://profiles.wordpress.org/mauri01/) सितम्बर 30, 2018

I give it 5 stars, as it does what it say's, reports showing up and i can add agents
to invoice. as in support ask for, what would be a nice futue, is to add the client
permanent to a client. but thanks, as it is it helps.

 [ Read all 1 review ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/)

## Contributors & Developers

“Ni WooCommerce Sales Report By User Role” is open source software. The following
people have contributed to this plugin.

Contributors

 *   [ Anzar Ahmed ](https://profiles.wordpress.org/anzia/)

[Translate “Ni WooCommerce Sales Report By User Role” into your language.](https://translate.wordpress.org/projects/wp-plugins/ni-woocommerce-sales-report-by-user-role)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/ni-woocommerce-sales-report-by-user-role/),
check out the [SVN repository](https://plugins.svn.wordpress.org/ni-woocommerce-sales-report-by-user-role/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/ni-woocommerce-sales-report-by-user-role/)
by [RSS](https://plugins.trac.wordpress.org/log/ni-woocommerce-sales-report-by-user-role/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### version 2.2.0 – 04-October-2026

 * Tested: Compatible With WordPress 7.1.2
 * Tested: Compatible With WooCommerce 11.1.2
 * Tested: PHP 7.4 and PHP 8.2
 * Fixed: HPOS – the sales agent is now saved as WooCommerce order meta (wc_orders_meta
   on HPOS stores, postmeta on legacy stores), so it is no longer lost when HPOS
   compatibility (sync) mode is enabled.
 * Fixed: HPOS – existing sales agent assignments are copied to the HPOS order meta
   table once after updating.
 * Fixed: HPOS – agent filter and agent report read the correct order meta table
   for the active storage.
 * Fixed: HPOS – Sales Agent column added to the HPOS orders list.
 * Fixed: HPOS – recent orders showed the phone number instead of the email address.
 * Fixed: HPOS – orders without a billing address were missing from the recent orders
   list and product report.
 * Fixed: Order dates and date filters now use the WordPress time zone in both HPOS
   and legacy storage.
 * Fixed: The saved sales agent was not preselected on the legacy order edit screen
   and was reset when the order was updated.
 * Changed: Reports include only Processing, On hold and Completed orders.
 * Changed: Refunds are subtracted from sales totals, agent totals, quantities sold,
   line totals and tax.
 * Changed: Fully refunded order lines are removed from the sales product report.
 * Added: `ni_sales_agent_report_order_statuses` filter for the order statuses used
   in reports.
 * Security: Report AJAX requests require administrator access and a nonce.
 * Security: Settings are saved only by administrators with a valid nonce, and only
   valid roles are accepted.
 * Security: Sales agent IDs are validated and all user input in SQL is prepared.
 * Security: Report output is escaped.
 * Improved: Multisite-safe user table names.
 * Improved: PHP 8 warnings fixed.
 * Improved: New responsive admin design for the dashboard and reports; the plugin
   CSS no longer affects other admin tables.
 * Improved: Order links open the correct order screen in HPOS and legacy storage.

#### version 2.1.2 -15-October-2024

 * Tested: Compatible With WooCommerce 9.3.3
 * Tested: Compatible With WordPress 6.6.2

#### version 2.1.1 -20-August-2024

 * Tested: Compatible With WooCommerce 9.1.4
 * Tested: Compatible With WordPress 6.6.1
 * Tested: High-Performance Order Storage (HPOS)

#### version 2.1.0 -23-November-2023

 * Tested: Compatible With WooCommerce 8.3.1
 * Tested: Compatible With WordPress 6.4.1

#### version 2.0.9 -13-February-2023

 * Tested: Compatible With WooCommerce 7.6.1
 * Tested: Compatible With WordPress 6.2

#### version 2.0.8 -13-February-2023

 * Tested: Compatible With WooCommerce 7.4.0
 * Tested: Compatible With WordPress 6.1.1

#### version 2.0.7 -11-November-2022

 * Tested: Compatible With WooCommerce 7.0.1
 * Tested: Compatible With WordPress 6.1

#### version 2.0.6 -08-September-2022

 * Tested: Compatible With WooCommerce 6.8.2
 * Tested: Compatible With WordPress 6.0.2

#### version 2.0.5 -07-August-2022

 * Tested: Compatible With WooCommerce 6.7.0
 * Tested: Compatible With WordPress 6.0.1

#### version 2.0.4 -01-June-2022

 * Tested: Compatible With WooCommerce 6.5.1
 * Tested: Compatible With WordPress 6.0

#### version 2.0.3 -26-March-2022

 * Tested: Compatible With WooCommerce 6.3.1
 * Tested: Compatible With WordPress 5.9.2

#### version 2.0.2 -14-January-2022

 * Tested: Compatible With WooCommerce 6.1.0
 * Tested: Compatible With WordPress 5.8.3
 * Added: Added new hook

#### version 2.0.1 -21-December-2021

 * Tested: Compatible With WooCommerce 6.0.0
 * Tested: Compatible With WordPress 5.8.2

#### version 2.0.0 -03-October-2021

 * Tested: Compatible With WooCommerce 5.7.1
 * Tested: Compatible With WordPress 5.8.1

#### version 1.9.9 -13-Aug-2021

 * Tested: Compatible With WooCommerce 5.5.2
 * Tested: Compatible With WordPress 5.8

#### version 1.9.8 -07-July-2021

 * Update: Update UI issue

#### version 1.9.7 -01-July-2021

 * Tested: Compatible With WooCommerce 5.4.1
 * Tested: Compatible With WordPress 5.7.2

#### version 1.9.6 -08-April-2021

 * Added: Added Last 15 days

#### version 1.9.5 -16-March-2021

 * Tested: Compatible With WooCommerce 5.1.0
 * Tested: Compatible With WordPress 5.7

#### version 1.9.4 -11-February-2021

 * Tested: Compatible With WooCommerce 5.0.0

#### version 1.9.3 -23-December-2020

 * Tested: Compatible With WooCommerce 4.8.0
 * Tested: Compatible With WordPress 5.6

#### version 1.9.2 -28-October-2020

 * Tested: Compatible With WooCommerce 4.6.1
 * Tested: Compatible With WordPress 5.5.1

#### version 1.9.1 -16-August-2020

 * Tested: Compatible With WooCommerce 4.3.3
 * Tested: Compatible With WordPress 5.5

#### version 1.9.0 -26-June-2020

 * Tested: Compatible With WooCommerce 4.2.2
 * Tested: Compatible With WordPress 5.4.2
 * Added: Display Sales agent name in order list

#### version 1.8.0 -30-April-2020

 * Tested: Compatible With WooCommerce 4.0.1
 * Tested: Compatible With WordPress 5.4.1

#### version 1.7.9 -30-April-2020

 * Tested: Compatible With WooCommerce 4.0.1
 * Tested: Compatible With WordPress 5.4.1

#### version 1.7.8 -24-February-2020

 * Tested: Compatible With WooCommerce 3.8.1
 * Tested: Compatible With WordPress 5.3.2
 * Added: Last Year Filter

#### version 1.7.7 -20-January-2019

 * Tested: Compatible With WooCommerce 3.8.1
 * Tested: Compatible With WordPress 5.3.2

#### version 1.7.6 -15-November-2019

 * Tested: Compatible With WordPress 5.3

#### version 1.7.5 -10-November-2019

 * Tested: Compatible With WooCommerce 3.8.0
 * Tested: Compatible With WordPress 5.2.4

#### version 1.7.4 -24-September-2019

 * Tested: Compatible With WordPress 5.2.3
 * Added: Added New Hook

#### version 1.7.3 -04-September-2019

 * Tested: Compatible With WooCommerce 3.7.0
 * Added: Added New Hook

#### version 1.7.2 -27-July-2019

 * Tested: Compatible With WooCommerce 3.6.5
 * Tested: Compatible With WordPress 5.2.2

#### version 1.7.1 -09-May-2019

 * Tested: Compatible With WooCommerce 3.6.2
 * Tested: Compatible With WordPress 5.2
 * Added: Added New Hook

#### version 1.7.0 -16-April-2019

 * Tested: Compatible With WooCommerce 3.5.8
 * Tested: Compatible With WordPress 5.1.1

#### version 1.6.0 -03-March-2019

 * Tested: Compatible With WooCommerce 3.5.5
 * Tested: Compatible With WordPress 5.1

#### version 1.5.9 -11-February-2019

 * Tested: Compatible With WooCommerce 3.5.4
 * Tested: Compatible With WordPress 5.0.3

#### version 1.5.8 -01-December-2019

 * Tested: Compatible With WooCommerce 3.5.3
 * Tested: Compatible With WordPress 5.0.2

#### version 1.5.7 -14-November-2018

 * Tested: Compatible With WooCommerce 3.5.1

#### version 1.5.6 -21-October-2018

 * Tested: Compatible With WooCommerce 3.4.7
 * Tested: Compatible With WordPress 4.9.8

#### version 1.5.5 -30-June-2018

 * Tested: Compatible With WooCommerce 3.4.4

#### version 1.5.3 -28-May-2018

 * Tested: Compatible With WooCommerce 3.4.0
 * Added: Product name columns

#### version 1.5.2 -19-May-2018

 * Tested: Compatible With WooCommerce 3.3.5
 * Tested: Compatible With WordPress 4.9.6

#### version 1.5.1 -02-April-2018

 * Tested: Compatible With WooCommerce 3.3.4

#### version 1.5 -08-March-2018

 * Tested: Compatible With WordPress 4.9.4
 * Tested: Compatible With WooCommerce 3.2.5
 * Added: Sales Agent Report

#### version 1.4 -28-November-2017

 * Tested: Compatible With WordPress 4.9
 * Tested: Compatible With WooCommerce 3.2.5

#### version 1.3 -04-November-2017

 * Tested: Compatible With WordPress 4.8.3
 * Tested: Compatible With Woocommerce 3.2.3

#### version 1.2 -09-September -2017

 * Tested: Compatible With WordPress 4.8.1
 * Tested: Compatible With Woocommerce 3.1.2

#### version 1.1 – 07-April -2017

 * Tested: Compatible With WordPress 4.7.3
 * Tested: Compatible With Woocommerce 3.0.0

#### version 1.0 09-January-2017

 * Initial release

## मेटा

 *  Version **2.2.0**
 *  Last updated **7 days पहिले**
 *  Active installations **80+**
 *  WordPress version ** 6.1 चाहे एकरो से ऊपर **
 *  Tested up to **7.1.3**
 *  PHP version ** 7.4 चाहे एकरो से ऊपर **
 *  Language
 * [English (US)](https://wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/)
 * Tags
 * [sales agent](https://bho.wordpress.org/plugins/tags/sales-agent/)[sales report](https://bho.wordpress.org/plugins/tags/sales-report/)
   [user role](https://bho.wordpress.org/plugins/tags/user-role/)[woocommerce report](https://bho.wordpress.org/plugins/tags/woocommerce-report/)
 *  [Advanced View](https://bho.wordpress.org/plugins/ni-woocommerce-sales-report-by-user-role/advanced/)

## रेटिंग्स

 5 out of 5 stars.

 *  [  1 5-star review     ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/?filter=5)
 *  [  0 4-star reviews     ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/?filter=4)
 *  [  0 3-star reviews     ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/?filter=3)
 *  [  0 2-star reviews     ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/?filter=2)
 *  [  0 1-star reviews     ](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/?filter=1)

[Your review](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/reviews/)

## Contributors

 *   [ Anzar Ahmed ](https://profiles.wordpress.org/anzia/)

## मदद

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/ni-woocommerce-sales-report-by-user-role/)