WooCommerce Orders – How to Search by Custom Checkout Fields

With WooCommerce Checkout Manager, you can create custom fields and add them to the checkout page to collect more information about your customers during the checkout process.

For this tutorial, we have created the following custom fields with this plugin:

• Birthday
• Delivery Date
• Delivery Time
• Occupation

We wanted to obtain important information for new advertising campaigns that we want to carry out in the coming months. Now after we receive some purchases, we want to view the custom fields and export them to use them in our marketing campaign.

The problem is that if we check the information manually in WooCommerce > Orders, it will take us a long time to sort out the information.

Fortunately, in this post we show you how to search for orders using the custom checkout fields created with WooCommerce Checkout Manager as search filters. We will do this using the WooCommerce Orders Spreadsheet plugin.

Important: This tutorial works with all the WooCommerce Custom Checkout Fields added by other plugins or added with code in your theme.

WooCommerce Orders Spreadsheet

Use an intuitive spreadsheet inside WordPress to:

• View and edit WC orders, subscriptions, memberships, etc.
• Use any field as an advanced search parameter with a few clicks
• Edit hundreds of subscriptions, orders, membership plans, etc.
• Generate reports by exporting subscriptions, orders, or membership plans
• Import order, subscription or membership plan updates
• Bulk edit fields generated by other plugins
• And a lot of things!

Video Guide

Text Guide

Once you install and activate the plugin, follow these simple steps to search for orders by custom checkout fields.

1- Open the orders spreadsheet

Go to WP Sheet Editor > Edit Orders in wp-admin.

You will see all your orders displayed in the spreadsheet as rows. In addition, each of the fields containing your order information will be displayed as columns, including all the custom checkout fields.

In addition, you will see the columns corresponding to the custom fields you have created with the WooCommerce Checkout Manager plugin.

Something really important to mention is that the spreadsheet displays the custom fields according to their types. We have created two date pickers, one time picker, and a drop-down selector.

2- Open the “Search” tool

Click Search on the plugin’s toolbar.

This tool allows you to search for orders by keyword in the title, product, registered customer, order notes, etc. In this case, the Search tool will help us search for our orders using custom checkout fields as search parameters.

3- Search for orders by delivery date or custom checkout fields

In this example, the column labels correspond to the names of the custom checkout fields as follows:

• Billing wooccm11: Birthday
• Billing wooccm12: Delivery Date
• Billing wooccm13: Delivery Time
• Billing wooccm14: Occupation

To use these fields as search filters, you have to tick the Enable advanced filters checkbox.

Let’s look at some examples of how to filter our orders using the custom checkout fields as search filters.

a) Search orders using date picker as search filter

In this screenshot, you can see the values needed to search for all users who were born on January 23rd, 1995.

• Field: Billing wooccm11
• Operator: =
• Value: 01/23/1995. This field will show you the date picker, so you just need to select the date there.
• Click Run Search.

After applying this search filter, you will see all the results that match that search displayed on the spreadsheet.

b) Search orders by customer occupation (custom field)

Now let’s look at our orders by customer occupation. For this, we need to use the following values:

• Field: Billing wooccm14
• Operator: =
• Value: Student, for example. This field will show you the drop-down selector, so you just need to select any of the available options.
• Click Run Search.

Once you apply these search filter, you’ll see the results matching the search displayed on the spreadsheet.

That was really easy!

Using the custom checkout fields as search filters is really easy with WooCommerce Orders Spreadsheet. In addition, you can export the custom checkout fields to use that information in Excel, Google Sheets, or any other software to process CSV files.