Squizzie’s report builder is a page-based layout system where you pick tiles (metrics) and charts, arrange them on pages, and generate branded PDFs. Think of it like building a presentation — except every number is pulled live from your store data.
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Why This Matters
Your store generates a lot of data. Revenue, orders, customer behaviour, marketing performance — it’s all there, but scattered across different screens. The report builder lets you pull the numbers that matter to you into a single, polished document you can share with your team, your accountant, or your boss.
Instead of screenshotting dashboards and pasting them into a slide deck, you build it once and regenerate it whenever you need fresh numbers.
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Before You Start
- Make sure the Squizzie feature is enabled in Tracksies > Settings > Features
- Check that you have data to report on — Squizzie pulls from WooCommerce orders, Tracksies HQ customers, and other plugins depending on what you have active
- If you want branded PDFs with your logo and colours, set those up in Tracksies > Designer first
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Report Types
When you create a report, you’ll choose one of three types. Each type determines how your data is presented.
Summary
A high-level overview using KPI cards. Each card shows a single metric (like Revenue or Orders) with a comparison badge showing how that number has changed compared to your comparison period. Great for weekly check-ins or executive updates where you want the headlines without the detail.
Detailed
Full tables and charts with room to dig into the numbers. You get everything from the Summary type plus data tables, top-product lists, trend charts, and breakdowns. This is your go-to for monthly reports or deep dives.
Comparison
Side-by-side period comparison. Pick two date ranges and see how your metrics stack up against each other. Perfect for “how did this month compare to last month?” or “Black Friday this year vs last year.”
Campaign
A report that answers “did my campaign work?” You define a campaign’s dates, coupon codes, and referral source, and Squizzie pulls together traffic data from Google Analytics and sales data from WooCommerce with comparison to a previous period or the same period last year. See the dedicated Campaign Performance Reports guide for the full walkthrough.
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Creating a New Report
- Go to Tracksies > Squizzie > Reports
- Click New Report
- You’ll see a visual picker with preset templates and a “Custom Report” option
- Choose a preset to get a head start (Squizzie will pre-select data sources and tiles for you), or choose Custom Report to start from scratch
- Give your report a name and select the report type
- Click Create and you’re into the page builder
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The Page Builder
Each report is made up of pages. Each page has a top row and a bottom row. You drag tiles and charts into these rows to build your layout.
Think of it like a two-shelf bookcase on each page — you arrange your content on the top shelf and the bottom shelf, and Squizzie handles the spacing and formatting when it generates the PDF.
- Click Add Page to add a new page to your report
- Use the page tabs to switch between pages
- Drag pages to reorder them
- Click the x on a page tab to remove it
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Selecting Data Sources
Before you start adding tiles, you’ll want to check your data sources. These determine which metrics are available to you.
Go to the Data Sources section and tick the sources you want to include. Available sources depend on which Tracksies plugins you have active:
- WooCommerce Orders — revenue, orders, AOV, refunds (requires WooCommerce)
- Customers — segments, badges, at-risk analysis (requires Tracksies HQ)
- Products — top sellers, low stock, category breakdowns (requires WooCommerce)
- Reviews — ratings, response rates, sentiment (requires Trustie)
- Traffic & Marketing — sessions, conversions, sources (requires analytics integration)
- Leads & Pipelines — lead generation, conversion funnels (requires Pipesie)
If a data source is greyed out, it means the required plugin isn’t active on your site.
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Adding Tiles
Tiles are the building blocks of your report. Each tile shows a single metric or piece of data.
- Click Add Tile on any row
- The tile picker opens, organised by category (Sales, Customers, Products, Marketing, etc.)
- Browse or search for the metric you want
- Click a tile to add it to the row
Each tile shows a plugin badge so you can see where the data comes from at a glance:
- Blue badge — Tracksies HQ
- Gold badge — Trustie
- Mulberry badge — Squizzie
- Green badge — Pipesie
- Pink badge — Packsie
- Orange badge — Perkie
If a tile requires a plugin you don’t have, it’ll be greyed out with a note about what’s needed.
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Adding Charts
Charts let you visualise trends and breakdowns alongside your KPI tiles.
Combo Charts
Combo charts let you pick multiple metrics and plot them together — for example, Revenue and Orders on the same chart to see how they track. You can mix line and bar styles for different metrics.
- Click Add Chart on any row
- Choose Combo Chart
- Select the metrics you want to compare
- Choose line or bar style for each metric
- Adjust the date granularity (daily, weekly, monthly)
Pie & Donut Charts
These show proportional breakdowns — like revenue by category, orders by status, or customers by segment.
- Click Add Chart on any row
- Choose Pie Chart or Donut Chart
- Select the breakdown you want to visualise
- Squizzie automatically picks colours, but you can customise them
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Rearranging Your Layout
Once you’ve added tiles and charts, you can rearrange them:
- Drag tiles between the top and bottom rows on the same page
- Drag tiles between pages by dragging to the page tabs
- Adjust column span by clicking a tile and using the width controls — tiles can span 1, 2, or 3 columns depending on how much room you want to give them
- Reorder within a row by dragging tiles left or right
The page builder shows you a live preview of how the layout will look in the final PDF, so you can fine-tune the arrangement before generating.
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Campaign Settings (Optional)
If you’re building a campaign report, you’ll see an optional Campaign Settings section below the report name. Click the heading to expand it.
This is where you define the campaign you want to analyse: date range, comparison mode, coupon codes, and referral source. When you fill in any of these fields, Squizzie automatically sets the report type to “Campaign” and fetches campaign-specific data alongside your regular tiles.
For the full guide on setting up and interpreting campaign reports, see Campaign Performance Reports.
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Filtering & Date Ranges
Every report needs a date range. Set this in the Filters section:
- Date Range — pick a preset (Last 7 days, Last 30 days, This month, Last quarter, etc.) or set custom start and end dates
- Comparison Period — choose what to compare against. Options include Previous period (same length, immediately before), Same period last year, or a custom comparison range
The comparison period is what drives the comparison badges on Summary tiles and the side-by-side layout in Comparison reports.
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Saving and Previewing
- Click Save at any time to save your work. Your report layout, data sources, and filter settings are all saved.
- Click Preview to see a rendered preview of your report with live data — this shows you roughly what the PDF will look like without actually generating the file.
- When you’re happy, click Export PDF to generate and download the finished document.
Your report is saved and reusable. Come back tomorrow, next week, or next quarter — update the date range and regenerate with fresh data.
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Common Questions
Can I duplicate a report?
Yes. On the Reports list, hover over any report and click Duplicate. This creates a copy with all the same tiles, charts, layout, and data sources — you just need to give it a new name. It’s a great way to create variations (like a weekly version and a monthly version of the same report).
How many pages can a report have?
There’s no hard limit, but keep in mind that each page adds to the PDF generation time. Most reports work well with 2-5 pages. If you find yourself going beyond 10 pages, consider splitting into multiple reports.
What’s the difference between Summary and Detailed?
Summary reports show KPI cards — single numbers with comparison badges. They’re quick to scan and great for stakeholders who want the headlines. Detailed reports include full data tables, trend charts, and deeper breakdowns. They’re better for analysis and record-keeping.
Can I change a report’s type after creating it?
Yes, you can switch between Summary, Detailed, and Comparison at any time. Just be aware that switching types may change how your tiles are displayed — Summary tiles show as compact cards, while Detailed tiles expand to show more data.
Why are some tiles greyed out?
Greyed-out tiles require a plugin that isn’t active on your site. The tile will show which plugin is needed. Install and activate that plugin to unlock those metrics.
Can I share a report layout with another site?
Not directly at the moment — report layouts are stored in your WordPress database. But you can use the preset templates as a starting point on any site, and customise from there.