Information

Answer

We’ve added the ability to download the line items data you see on your screen as a plain text file format (.csv) or MS Excel Spreadsheet (.xlsx). Once downloaded, you can save the data file. Please note the line items data is different from the Order reports. See Generate and download order reports. See more details about line items in Manage line items in Tango orders.

Note:

Specialty reports containing more detailed data need to be requested directly as they're generated outside of the Tango portal. Such reports include the Stored Value Status reports which shows the redemption status of Reward Links®.
Sample reports can be found on Reports available to Tango customers. Reach out to your Customer Success Manager (CSM) or success@tangocard.com to request any of these reports to be generated for your Tango Platform or Account.

To download line items data:

Sign in to the Tango portal.
Click Orders from the left panel.
Go to the Line Items tab.
Click at the bottom of the page to select the number of rows per page. You can display 100, 200, or 500 rows on each page.
Click Download .
Select CSV or Excel format. The report is downloaded in your Downloads folder on your local drive.
Open the downloaded file. All available columns on the page are included for the rows displayed on your screen, regardless if you have selected the columns or not.
Click to save your file. Repeat this process for the remaining pages of line items data if needed.

Download line items data

When downloading the line items data, you may find the following fields in your downloaded file:

Column	Description
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.
Date Issued	The date and time the order was placed.
Sender	The email address of the person who has sent the reward.
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.
UTID	The identifier for the selected reward item.
Amount issued	The order amount.
Currency Code	The reward currency, such as USD or CAN.
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.
Send Email	Indicates whether or not an email has been sent to the recipient.
ETID	The email template identifier used in the order. Learn more about ETIDs here .
Email Status	The reward email status. Learn more about email statuses here .
Line Item Status	The status of each line item. Learn more about Line Item statuses here .
Reward Status	The status of the reward after it’s been sent. Learn more about reward statuses here .
Account Number	The account the order was placed from. Learn more about account numbers here .
Order Source	Where you placed the order, such as the Tango portal, a bulk upload, or through the API.
Platform name	The name of your Tango platform.
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.
Last resend date	The last date the line item was sent.
External reference ID	The optional unique ID used to cross-reference orders between your system and Tango’s. It prevents accidental order duplication. The External Reference ID is a string up to 100 characters.
Campaign	Campaign name used to categorize orders for various campaigns. The campaign name is a string up to 100 characters. (optional) inside Tango API when placing an order.
Purchase order number	The purchase order number, an optional number used for your internal tracking.
Order Notes	The text entered in the Customer Notes field during the order process. This is the internal notes, not intended for reward recipients.
Reissued from Reference ID	The reward that has been canceled and reissued to a new user following the Cancel and reissue action. This ID helps better track the origin of rewards. . See Cancel and reissue rewards.
Reason	The reason to freeze, unfreeze, or cancel through Tango portal.
Reissued to Reference ID	The origin of reward that has been reissued following the Cancel and reissue action. This ID helps better track the rewards that have been reissued. See Cancel and reissue rewards.

Note:

Don’t see all the columns on the screen? Click the hamburger menu in the upper-right corner of the table and select which columns to display. Drag and drop the columns to rearrange the order.
Scroll the page horizontally to see all displayed columns.
Data columns selected to view in the Line Items page and their order do not affect which columns are downloaded, or their order in the downloaded file.

More resources:

Title	Download line items data

URL Name	Downloadlineitemsdata