Squizzie’s settings are spread across a few different spots in your WordPress admin. This guide walks you through where everything lives and what it does.
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Squizzie Plugin Tabs
When you navigate to Squizzie in your admin menu, you’ll see these tabs along the top:
Dashboard
Your at-a-glance overview. The dashboard shows live tile data for your store — revenue, orders, customers, and more — without needing to build a full report. You can customise which tiles appear and the date range they cover.
Reports
This is where you’ll find all your saved reports. From here you can view, edit, duplicate, or delete any report. Hit New Report to start building one from scratch (or pick a preset template to get a head start).
Schedules
Set up automated report delivery. You can schedule any saved report to be generated and emailed as a PDF on a recurring basis — daily, weekly, or monthly. Each schedule lets you configure:
- Which report to send
- Recipients (one or more email addresses)
- Frequency (daily, weekly, monthly)
- Day/time for delivery
Send Log
A record of every scheduled report that’s been sent (or attempted). Handy for troubleshooting if emails aren’t arriving — you can see whether the report was generated successfully, when it was sent, and to whom.
Integrations
Currently home to the Google Analytics 4 connection. This is where you connect your GA4 property to pull traffic and conversion data into your reports. See the GA4 Integration article for the full setup walkthrough.
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Tracksies > Designer > Squizzie Tab
The Designer is a shared settings area across all Tracksies plugins, and Squizzie adds its own tab here for PDF styling defaults. You’ll find it at Tracksies > Designer > Squizzie.
These settings establish the defaults for all your PDF reports. Individual reports can override any of these on a per-report basis.
Cover Page Defaults
Configure whether reports include a cover page by default, and set the default style:
- Cover page style — Three-zone (top/middle/bottom layout), Simple Text, or Portrait Image
- Background and accent colours — drawn from your Brand Hub palette
- Elements — drag and drop what appears on the cover: logo, site icon, business name, report title, subtitle, date range, generated date, dividers, and free text
- Logo max width — control how large the logo renders on cover pages
For full details, see the Cover Page Designer article.
Header & Footer Defaults
Set up what appears at the top and bottom of every page in your PDF reports:
- Style — Minimal (clean divider line) or Bar (coloured background strip)
- Three zones — Left, Centre, and Right. Drag elements into each zone: logo, site icon, business name, report title, date range, generated date, page numbers, or free text
- Divider line — enable/disable, colour, and position (top or bottom)
- Bar colours — background and text colours when using the Bar style
For the full rundown, see the Headers & Footers article.
Section Heading Style
Section headings appear in your PDF when a report includes data from multiple sources (e.g., “Orders”, “Customer Intelligence”, “Reviews”). The Designer sets the global defaults:
- Heading style — choose from three styles:
– Left Border — a coloured vertical bar on the left, with a subtle surface background
– Underline — clean text with a coloured line underneath
– Banner — a full coloured background with white text
- Heading colour — the colour used for the border, underline, or banner background depending on the style. Uses a colour swatch and hex field, the same as the Colours tab. Defaults to your Brand Hub primary colour — you can copy a theme colour from the Colours tab to match your brand.
Individual sections can be customised per-report in the report editor, where you can set a different colour or label for specific sections.
Date Format
By default, Squizzie uses your WordPress date format (from Settings > General). You can override this specifically for Squizzie reports if you prefer a different format in your PDFs.
Tile Styling Defaults
The Designer also controls default styling for metric tiles in your reports. These are set at the report level through Design Overrides, but the Designer provides the baseline:
- Tile background colour
- Page background colour
- Border colour — affects tile borders, chart borders, page title underlines, chart title underlines, and header/footer dividers
- Border radius — None, Subtle, Medium, or Rounded
- Comparison arrow colours — customise the up (positive) and down (negative) arrow colours
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Report-Level Settings
Each individual report has its own settings that can override the Designer defaults. When you create or edit a report, you’ll find:
- Date range — the period the report covers (last 7 days, last month, custom range, etc.)
- Data sources — which data to include (orders, products, customers, reviews, analytics, etc.)
- Page layout — a page-by-page builder where you arrange tiles and charts into rows and columns
- Design overrides — per-report overrides for tile colours, backgrounds, borders, border radius, and comparison settings
- Cover page override — enable/disable the cover page for this specific report, or change its style and content
- Header/footer overrides — customise the header and footer for this report independently of the Designer defaults
The report editor also includes a template picker — preset report layouts that give you a solid starting point. You can always customise from there.
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Google Analytics Connection
The GA4 integration is configured under the Integrations tab within Squizzie. For the full setup process — creating OAuth credentials, connecting your property, and troubleshooting — see the dedicated GA4 Integration article.
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Tracksies > Settings > Features
Squizzie’s feature toggles live alongside all other Tracksies plugin features at Tracksies > Settings > Features. From here you can enable or disable Squizzie capabilities like the Google Analytics integration.
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Tips
- Brand Hub colours flow through everything. If you’ve set up your brand colours in the Designer’s Colours tab, Squizzie will use them as defaults for cover pages, section headings, charts, and colour pickers throughout the interface.
- Per-report overrides always win. If you set a tile background colour in the Designer but override it on a specific report, the report’s setting takes priority.
- The Send Log is your friend. If scheduled emails aren’t arriving, check here first before digging into server logs.