The Tango portal makes reporting easy. Everything you need to see from a data standpoint is right there at your fingertips, all in one place. And now, it’s easier than ever to access because we’ve added the ability to download the line-item data you see on your screen as a CSV or Excel file. You can even choose to display 100, 200, or 500 rows of data per page.
Reports available with Tango
Users can generate a report within the Tango portal to see Order history, or download a snapshot of historical Line Items data. Tango portal users with reporting permissions can also request certain other reports to be run outside of the Tango portal, including the Stored Value Status reports that show Reward Link® redemption status. Reach out to your Customer Success Manager (CSM) or success@tangocard.com to request one of the reports not available through Tango portal.
See a list of reports available to request here: https://www.tangocard.com/customer-reports .
See Generate and download order reports to read about Order history reports within the Tango portal.
To download Line Items data
- Sign in to the Tango portal.
- Click Orders from the left panel.
- Click the Line Items tab.
- Click Download on the top-right corner of the screen.
- Select CSV or Excel format. The report is downloaded in your Downloads folder on your local drive.
- To select which columns to display, click the hamburger menu
. Scroll horizontally to see all displayed columns and simply drag and drop to rearrange them. Keep in mind, all columns are included in the downloaded file, regardless of what columns are displayed on the screen. - To select the number of rows to display per page, click the drop-down arrow
at the bottom of the page. Select 100, 200, or 500.
- Open the report file and save. Repeat this process for the remaining rows and pages as needed.
Data included in the Line Item export
| Column | Description |
|---|
| Account Number | The account the order was placed from. Learn more about account numbers here. |
| Amount | The order amount. |
| Currency Code | The reward currency, such as USD or CAD. |
| Date Issued | The date and time the order was placed. |
| Email Status | The reward email status. Learn more about email statuses here. |
| ETID | The email template identifier used in the order. Learn more about ETIDs here. |
| Line Item Status | The status of each line item. Learn more about line item statuses here. |
| Notes | The text entered in Customer Notes during a bulk upload order, the Notes field when an order is placed, or the string you entered for Notes in an API order all populate in this field. |
| Order ID | A unique, Tango–generated ID attached to each order. An order may include one or multiple rewards.
For example, RG230322-404886-42 is an Order ID, but RG230322-404886-42-1 is a reward ID. |
| Order Source | Where you placed the order, such as the Tango portal, a bulk upload, or through the API. |
| Recipient Email | The email address where you sent the reward. |
| Recipient First Name | The first name of the recipient you sent the reward to. |
| Recipient Last Name | The last name of the recipient you sent the reward to. |
| Reward | The reward type you selected. |
| Reward ID | The unique, Tango–generated ID that’s attached to each reward. Please note, the reward ID also includes the order ID.
For example, RG230322-404886-42 is an Order ID, but RG230322-404886-42-1 is a reward ID. |
| Reward Status | The status of the reward after it’s been sent. Learn more about reward statuses here. |
| Send Email | Indicates whether or not an email has been sent to the recipient. |
| Sender | Shows the email address of the person who sent the reward. (Only applies to rewards sent from the Tango portal. Learn how to Send digital rewards with Tango.) |
| UTID | The identifier for the selected reward item. Learn about What is a UTID? |
