Wisdom of the Earth: Custom Reporting Solution

Client Background:

Wisdom of the Earth (WOTE) is an essential oils company based in Cornville, AZ, offering over 260 pure, medicinal-grade essential oils sourced from trusted farmers worldwide. As part of their commitment to quality and customer service, WOTE needed a streamlined solution for analyzing sales data efficiently.

Project Scope:

WOTE required a custom reporting tool to simplify sales analysis over a selected period for different user categories. The solution needed to include:

• Advanced filtering options by time, customer category, and tax settings.
• Fast data retrieval for thousands of sales transactions.
• Convenient report export for further analysis.

Custom Solutions Delivered:

• Developed a custom WordPress plugin for generating detailed sales reports based on:
  • Specific or custom time periods.
  • Customer categories (all customers or specific groups).
  • Tax settings (excluding taxes, including taxes, or filtering by state).
• Implemented an optimized search feature for locating specific customer transactions.
• Enabled CSV export functionality, ensuring filtered results remain intact.
• Enhanced performance with optimized MySQL queries, enabling fast data retrieval even from large datasets.
• Integrated DataTables for easy navigation, sorting, and filtering within the reports.

Results & Impact:

• Simplified sales tracking, allowing for quick and precise reporting.
• Improved operational efficiency, reducing manual data processing.
• Faster report generation, even with large datasets.
• Seamless export functionality, enabling further analysis and record-keeping.With this custom reporting tool, WOTE now has an efficient, scalable, and user-friendly solution for analyzing sales data, leading to better decision-making and streamlined business operations.