---
title: Settings Reference
description: "Go to **WooCommerce → Deep Insights → Settings**. You need the **Manage WooCommerce** capability. [![The Settings page](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142824/deep-insights-docs-settings.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142824/deep-insights-docs-settings.png) Table of Contents [Toggle](#) - [Data](#Data) - [Reporting rules](#Reporting_rules) - [Customers & segments](#Customers_segments) - [Inventory](#Inventory) - [Lifecycle & insight thresholds](#Lifecycle_insight_thresholds) - [Performance &…"
url: "https://wpruby.com/knowledgebase/deep-insights-settings/"
updated: "2026-11-13"
category: Deep Insights for WooCommerce
---

# Settings Reference

Go to **WooCommerce → Deep Insights → Settings**. You need the **Manage WooCommerce** capability.

[![The Settings page](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142824/deep-insights-docs-settings.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142824/deep-insights-docs-settings.png)

Table of Contents

 [Toggle](#)

- [Data](#Data)
- [Reporting rules](#Reporting_rules)
- [Customers & segments](#Customers_segments)
- [Inventory](#Inventory)
- [Lifecycle & insight thresholds](#Lifecycle_insight_thresholds)
- [Performance & data retention](#Performance_data_retention)
- [Integrations](#Integrations)

## Data

Shows the order storage mode, import status, pending live changes and failed orders. Use **Rebuild from order history** to re-read every order. See [Importing your order history](https://wpruby.com/knowledgebase/deep-insights-importing-order-history/).

## Reporting rules

| Setting | Default | What it does |
| --- | --- | --- |
| Reporting date | Same as WooCommerce Analytics (paid date) | Which order date places an order in a period: paid, created or completed. Orders without that date, such as unpaid orders under "paid date", don't appear in date-based reports. |
| Counted order statuses | Same as WooCommerce Analytics | Statuses left out of all totals. By default pending, failed and cancelled orders are excluded. Trash, drafts and test-mode orders are always excluded. |
| Geography uses | Billing address | The address used for countries and regions. |

Changing the reporting date or counted statuses recalculates figures in the background. No re-import is needed.

## Customers & segments

| Setting | Default | What it does |
| --- | --- | --- |
| Merge guest orders into registered accounts with the same email | Off | Treats a guest and an account with the same email as one customer. Changing it rebuilds all data. |
| RFM scoring method | Store quantiles | Quantiles adapt to your store. Fixed thresholds use the values you enter for recency, frequency and monetary. |

## Inventory

| Setting | Default | What it does |
| --- | --- | --- |
| Sales velocity window | 30 days | Recent sales used to estimate days of stock. |
| Low stock when days remaining ≤ | 14 days | When a product is flagged as low stock. |
| Slow-moving window | 90 days | Products with no sales in this window are flagged. |
| Record daily stock snapshots | Off | Builds a stock history from today onward. |

## Lifecycle & insight thresholds

| Setting | Default |
| --- | --- |
| Lifecycle window | 90 days |
| Rising/declining threshold | 25% |
| Minimum units for lifecycle rules | 10 |
| High refund rate | 10% |
| Minimum orders per period for insights | 30 |
| Minimum change worth reporting | 15% |

## Performance & data retention

| Setting | Default | What it does |
| --- | --- | --- |
| Import batch size | 100 orders | Orders per import batch. Lower it if imports time out on slow hosting. |
| Report cache lifetime | 3600 seconds | How long a calculated report counts as fresh. |
| Refresh reports after order changes | 300 seconds | New orders sync right away; cached reports refresh at most this often. 0 refreshes after every change, which is slower on busy stores. |
| Delete all Deep Insights tables and settings when the plugin is deleted | Off | When on, deleting the plugin removes its data. WooCommerce data is never touched. |

## Integrations

Shows which optional data sources were found: cost of goods, WooCommerce Subscriptions, order attribution and carrier shipping costs.

Click **Save settings** after making changes.