Settings Reference

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

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.

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.