Squizzie is a PDF reports and analytics plugin for WooCommerce. It turns your raw store data into polished, branded reports you can actually share — with your team, your accountant, your business partner, or just yourself on a Monday morning when you want to know how last month really went. Build custom reports from 80+ metrics, export them as professional PDFs, and schedule automatic email delivery so the right numbers land in the right inboxes without you lifting a finger.
—
Why This Matters
Here’s the thing about running an online store: you’re drowning in data but starving for insights. WooCommerce tracks everything — every order, every refund, every customer, every product — but it doesn’t make any of it easy to digest. You end up clicking through admin screens, squinting at tables, exporting CSVs into spreadsheets, and still not being sure whether last quarter was actually better than the one before.
And when someone asks you for a report — your accountant, your business partner, your team — you’re stuck cobbling something together manually. Screenshots, spreadsheets, copy-and-paste. It works, but it’s not exactly the kind of thing that inspires confidence.
Squizzie fixes that. It sits on top of your WooCommerce data and turns it into something useful: a live dashboard for quick check-ins, a report builder for deeper analysis, and branded PDF exports for sharing with anyone — even people who never log into your WordPress dashboard.
Without a reporting tool:
- You’re making decisions based on gut feel or incomplete numbers
- Sharing data with your team means screenshots and spreadsheets
- Trends hide inside raw tables that nobody has time to read
- Comparing periods means opening multiple browser tabs and doing mental maths
With Squizzie:
- Your key metrics are always visible on a live dashboard
- Reports pull from 80+ data points and lay them out clearly
- Comparisons — last month vs. this month, this year vs. last year — are built in
- PDFs go out on schedule, branded with your logo and colours, looking like you hired a designer
—
Before You Start
Make sure you have these ready before installing:
- WordPress 6.0 or newer
- PHP 8.0 or newer (PHP is the programming language WordPress runs on — your hosting provider manages this for you. Not sure which version you’re on? You can check at Tools > Site Health > Info > Server in your WordPress dashboard.)
- WooCommerce 8.0 or newer (Squizzie is built specifically for WooCommerce stores — it needs WooCommerce installed and active to work)
- Tracksies HQ installed and active — Squizzie is an add-on to Tracksies HQ. It won’t work without HQ running on your site. If you haven’t installed HQ yet, start with the Tracksies HQ Getting Started guide first, then come back here.
- A valid Squizzie licence from tracksies.com — you’ll enter this after activation
- About 10 minutes for setup — most of that is exploring the dashboard and deciding which preset template to try first
—
Installing Squizzie
Squizzie is a premium plugin, so it’s not in the WordPress.org directory. You’ll install it from a ZIP file you download from your Tracksies account.
- Log into your account at the Tracksies website and download the latest Squizzie ZIP file
- In your WordPress dashboard, go to Plugins in the left sidebar, then click Add New Plugin at the top of the page
- Click the Upload Plugin button at the top of the page — this tells WordPress you want to install from a file instead of searching the plugin directory
- Click Choose File, find the ZIP file you downloaded, then click Install Now
- Once it finishes installing, click Activate Plugin
- Go to Tracksies > Settings in the left sidebar, click the Licences tab at the top of the page, and enter your Squizzie licence key — then click Save Changes in the bottom right corner. This unlocks the full plugin and connects you to automatic updates.
You should now see Squizzie appear as a submenu item under Tracksies in the left sidebar. That means everything’s working and you’re ready to start exploring.
—
What Happens After Activation
As soon as Squizzie is active, a few things happen automatically — here’s what to expect and why each piece is there.
The analytics dashboard appears
Navigate to Tracksies > Squizzie in the left sidebar and you’ll see a live analytics dashboard showing your store’s key metrics at a glance. Revenue, orders, average order value, customer counts — the numbers you’d normally have to dig through multiple WooCommerce screens to find, all in one place. The dashboard pulls from your existing WooCommerce data, so there’s no waiting around for it to “sync” or “process” — your numbers are there immediately.
The report builder becomes available
From the Squizzie dashboard, you can create custom reports using a drag-and-drop builder. Choose from 80+ metrics, arrange them into sections, add charts and visualisations, and save your layout as a reusable template. You don’t need to build anything from scratch right away — Squizzie ships with preset templates that cover the most common use cases.
The Designer gets a Squizzie tab
If you go to Tracksies > Designer, you’ll notice a new Squizzie tab. This is where you control the visual styling of your PDF reports — cover page layout, colours, whether to show headers and footers, and how the whole thing looks when it lands in someone’s inbox. The Designer uses your existing Brand Hub settings (logo, colours, fonts) as a starting point, so your reports will already look on-brand before you touch anything.
—
Quick Setup Checklist
Once Squizzie is active and licensed, work through these five steps to get reporting up and running. Everything lives under Tracksies in the left sidebar.
Step 1 — Set up your Brand Hub (if you haven’t already)
Go to Tracksies > Designer and make sure your logo and brand colours are configured in the Branding section. Squizzie uses these to style your PDF reports — your logo appears on cover pages, your brand colours flow through headers, charts, and accents. If you’ve already set this up for another Tracksies plugin, you’re good to go — the Brand Hub is shared across the whole suite.
Step 2 — Explore the dashboard
Head to Tracksies > Squizzie and spend a minute with the analytics dashboard. Try changing the date range, compare against a previous period, and get a feel for what’s there. This is your quick-glance view — the place you’ll check when you want a fast read on how things are going.
Step 3 — Try a preset template
Click into the report builder and choose one of the built-in preset templates. These are ready-made report layouts covering common scenarios — monthly overview, product performance, customer insights, and more. Pick one, set a date range, and hit Export PDF to see what a finished report looks like. You can always customise it later, but starting from a template is the fastest way to see Squizzie in action.
Step 4 — Configure your cover page style
Go to Tracksies > Designer > Squizzie tab and choose a cover page style. There are three options — Three Zone (the most flexible), Simple Text (clean and editorial), and Portrait Image (hero image focus). Pick the one that suits your brand and configure the defaults. Every report you generate will use this style unless you override it per report.
Step 5 — Optional: connect Google Analytics 4
If you use Google Analytics, you can connect your GA4 property to Squizzie to pull website traffic data into your reports alongside your WooCommerce numbers. This is entirely optional — Squizzie works perfectly well with just WooCommerce data — but if you want to see sessions, bounce rates, and traffic sources in the same report as your revenue and orders, the GA4 integration makes that possible.
—
More Data, More Tiles
One of the things that makes Squizzie particularly useful is how it grows with your Tracksies setup. The core WooCommerce data — orders, revenue, products, customers — is always available. But when you install other Tracksies plugins, new data sources and report tiles unlock automatically.
| Plugin | What it adds to Squizzie |
|---|---|
| Tracksies HQ | Customer intelligence — lifetime value, purchase frequency, customer segments, badges |
| Trustie Pro | Review data — ratings distribution, review velocity, sentiment, response rates |
| Packsie | Returns data — return rates, reasons, refund amounts, processing times |
| Pipesie | Lead data — enquiry volume, conversion rates, response times |
| Perkie | Loyalty data — points economy, tier distribution, redemption rates, referral performance |
You don’t need to configure anything — if the plugin is active, the data just appears. This means your reports can tell a richer story as your toolkit expands. A monthly report that shows revenue alongside customer loyalty trends, review sentiment, and return rates paints a much fuller picture than revenue alone.
—
Common Questions
Do I need to wait for data to sync before I can use Squizzie?
No. Squizzie reads directly from your WooCommerce database, so your existing order history is available immediately. There’s no separate sync process, no import step, no waiting period. If you have orders in WooCommerce, Squizzie can report on them right now.
Can I use Squizzie without Tracksies HQ?
No — Tracksies HQ is required. Squizzie is an add-on that relies on HQ’s shared infrastructure (the Brand Hub, Designer, settings framework, and shared class loader). Install HQ first, then add Squizzie.
How many reports can I create?
As many as you like. There’s no limit on the number of saved reports, templates, or scheduled deliveries.
What does a Squizzie PDF actually look like?
It’s a branded, multi-page document with a cover page, data tiles laid out in sections, charts and visualisations, and optional headers and footers. Think of it as a proper business report — the kind of thing you’d be comfortable sending to a board meeting or attaching to an investor update. Your logo, your colours, your data.
Is the data real-time?
The dashboard shows current data each time you load the page. PDF reports are generated fresh each time — they pull the latest data for whatever date range you’ve selected. Nothing is cached or stale.
Will Squizzie slow my site down?
No. Squizzie only runs in the WordPress admin — it doesn’t load anything on the frontend of your site. Your customers will never see or feel it. The analytics queries run when you open the dashboard or generate a report, and they’re optimised to be fast even on stores with large order histories.
—
If Something Goes Wrong
The Squizzie submenu doesn’t appear after activation:
First, confirm that Tracksies HQ is installed and active — Squizzie requires it. Go to Plugins in the left sidebar and check that Tracksies HQ appears in the list with “Active” status. If HQ is active and Squizzie still isn’t showing, try deactivating and reactivating Squizzie. If that doesn’t help, check Tracksies > Settings > Debug tab for any error messages.
The dashboard shows “No data” for everything:
This usually means WooCommerce doesn’t have any orders in the selected date range. Try expanding the date range — click the date picker and choose “All time” or “Last 12 months” to see if data appears. If you have orders but they’re still not showing, make sure your orders are using WooCommerce’s High-Performance Order Storage (HPOS) — Squizzie reads from HPOS tables. If your site was recently migrated, orders may need to be synced to HPOS first (check WooCommerce > Settings > Advanced > Custom order tables).
PDF export produces a blank or broken file:
Check that your server has enough memory for PDF generation — we recommend at least 256MB PHP memory limit. You can check your current limit at Tools > Site Health > Info > Server. If memory is fine, try enabling debug logging for Squizzie at Tracksies > Settings > Debug tab, generate the report again, and check the logs for specific errors.
The Designer doesn’t show a Squizzie tab:
Make sure Squizzie is both installed and activated, and that your licence is entered and valid at Tracksies > Settings > Licences. The Squizzie tab in the Designer only appears when the plugin is fully active and licensed.
Scheduled email reports aren’t arriving:
This is almost always an SMTP issue rather than a Squizzie issue. WordPress’s built-in email sending is unreliable — many emails end up in spam or don’t arrive at all. Install an SMTP plugin (WP Mail SMTP and FluentSMTP are both solid choices), connect it to a dedicated email service (Brevo, Postmark, or Mailgun all have free tiers), and send a test email to confirm delivery. Once SMTP is configured, Squizzie’s emails will flow through it automatically.
Something broke after a WordPress or WooCommerce update:
Check whether there’s a Squizzie update available — go to Plugins in the left sidebar and look for an update notice. We test against new WordPress and WooCommerce releases and push compatibility updates quickly. If you’re already on the latest version, enable debug logging at Tracksies > Settings > Debug tab, reproduce the issue, then use Copy for Support to send the logs to our team.
Need more help?
Check our FAQ & Troubleshooting guide for more answers, or contact support. Enabling debug logging first and clicking Copy for Support gives us everything we need to help you quickly.
—
What’s Next?
Now that Squizzie is up and running, explore these guides to get the most out of your reports:
- The Analytics Dashboard — date ranges, comparison periods, and dashboard widgets
- Creating & Editing Reports — the drag-and-drop report builder
- Preset Templates — ready-made report layouts to get you started fast
- Tiles & Data Sources — every metric and data point available
- Charts & Visualisations — line charts, bar charts, donuts, and tables
- PDF Reports — how PDF generation works and where files are stored
- Scheduled Email Delivery — automatic reports on a schedule
- Cover Pages — branded cover page styles and configuration
- Google Analytics 4 — connecting GA4 traffic data to your reports
- FAQ & Troubleshooting — answers to things people often ask
You’ve got this.