View Line Items in Tango Orders

You can search and filter line items in your Tango orders, choose what information to display, select the columns and download the table by going to the Orders > Line Items tab. See Resend Reward Emails to learn how to resend a reward email to your recipient.

Features

The Line Items tab has some unique features compared to the Orders tab:

• Ability to customize information by adding, removing, and rearranging columns displayed in the Line Items view.
• Access to more search and filter options.
• Ability to resend a line item using the Actions button instead of the History tab.
• Ability to download the line items report in .CSV or Excel format.

Search and view Line Items

In the Line Items tab, you can search across previously placed orders, filter rewards on several different criteria, and customize the columns and their order.

To Search and view Line Items:

1. Sign in to the Tango portal.
2. Click Orders from the left menu.
3. Go to the Line Items tab.
   
   
    
4. Select a search category on top of the page. Check the pagination at the bottom of the page for the search results. You may get multiple pages.

Here are the available search and filter options in the Line Items tab:
 

Search category	Search criteria	Purpose
Recipient Email	Type full Email	To search for a line item by recipient recipient email.
Recipient First Name	Type full First Name	To search for a line item by recipient first name.
Recipient Last Name	Type full Last Name	To search for a line item by recipient last name.
Reward	Type full Reward	To search for a line item by reward.
Account Number	Type the entire account number	To search for a line item based on the account number.
Campaign	Type the string	To search for the campaign name. It’s used to categorize orders for various campaigns (optional) inside Tango API when placing an order. The campaign name is a string up to 100 characters.
External Reference ID	Type the string	To search for the External Reference ID of rewards sent via Tango API. This unique ID is an optional field that can be use to cross-reference orders within your system with Tango’s system, and prevents accidental order duplication. The External Reference ID is a string up to 100 characters.
Notes	Enter part or entire note message.	To search for a line item based on the note message.
Sender	Enter the sender’s complete email address.	To search for a line item with the sender’s email address.
Order ID	Enter the complete order ID	To search for a line item based on the order ID. Order ID is a unique, Tango–generated ID attached to each reward.
Order Notes	Enter partial or full note	To search for internal notes entered for the entire order when checking out rewards in Tango portal. To search for the order notes when sending rewards via the API, the string you have entered for "notes" will populate in this field.
Purchase Order Number	Enter the The PO Number	To search for the purchase order number, an optional number used for your internal tracking.
Search category (drop-down)	Search criteria	Purpose
Email Status* *Note: “Not Applicable” is shown as the email status when a reward is either physically mailed or the email is not managed by Tango. It is not available as a filter currently. Learn about all Order statuses in Tango.	Delivered	To search for the successfully delivered reward emails to the recipients inbox.
	Pending	To search for the reward emails that are being processed by Tango.
	Not Delivered	To search for the undelivered rewards. The system is not able to deliver the reward email when the email is bounced, blocked, or dropped. We suggest requesting a different email address from the recipient to resend the reward.
Line Item Status	Complete	To search for the rewards that have been successfully provisioned by Tango.
	Pending	To search for pending rewards. The rewards will be processed and delivered within one business day or on the following business day. Once delivered, the order status changes to Complete.
	Failed	To search for the failed rewards. You are refunded for the reward’s value. Place a new order to ensure your reward is sent.
	Canceled	To search for the canceled rewards. The reward is canceled and funds have been refunded to your account. Place a new order if needed.
Reward Status*   Note: The Rewards Status field does not return any value until the order is fully processes. Learn about all Order statuses in Tango.	Active	To search for active rewards. The rewards are available as long is they’re not expired or fully redeemed.
	Frozen	To search for the frozen rewards. We can temporarily freeze the rewards to investigate their validity. Rewards cannot be redeemed while frozen. Unfreeze the reward to allow redemption.
	Canceled	To search for the canceled rewards. The reward is canceled and cannot be redeemed.
	Refund Pending	To search for the rewards that are pending refund. A reward is canceled and the refund is being processed.
Date Issued	Pick a date from the Calendar	To search for the date range on the calendar when the reward has been issued. For rewards sent on a single day, click that date twice.

 

5. Click the menu  on top-right of the table to select which columns to display.
   Don’t need all the columns we offer? To rearrange the columns order, drag and drop them with a different order. For a large number of columns, scroll the page horizontally to see them all.
   
   
    
6. Click Reset to remove all filters and view the full list of rewards.

Download Line Items

You can download the line items report in .CSV or Excel format by going to the Orders > Line Items tab. Here is how:

1. Sign in to the Tango portal.
2. Click Orders from the left menu.
3. Go to the Line Items tab.
4. Click Download. All columns are downloaded regardless if you have selected them or not.
5. Select CSV or Excel format.
   
   
    
6. Click to open and save the report file.

The Tango portal has the option to Generate and download order reports in addition to downloading Line Items data. Certain reports containing more detailed data need to be requested directly as they're run outside of the Tango portal. These specialty reports include the Stored Value Status reports which shows the redemption status of Reward Links®.

See all reports available for request here: https://www.tangocard.com/customer-reports . Reach out to your Customer Success Manager (CSM) or success@tangocard.com to request any of these reports to be run for your Tango Platform or Account.

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More resources

• Resend Reward Emails
• View reward orders with Tango