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View Line Items in Tango Orders

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Answer

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 categorySearch criteriaPurpose
Recipient EmailType full EmailTo search for a line item by recipient recipient email.
Recipient First NameType full First NameTo search for a line item by recipient first name.
Recipient Last NameType full Last NameTo search for a line item by recipient last name.
RewardType full RewardTo search for a line item by reward.
Account NumberType the entire account numberTo search for a line item based on the account number.
CampaignType the stringTo 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 IDType the stringTo 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.
NotesEnter part or entire note message.To search for a line item based on the note message.
SenderEnter the sender’s complete email address.To search for a line item with the sender’s email address.
Order ID  Enter the complete order IDTo search for a line item based on the order ID. Order ID is a unique, Tango–generated ID attached to each reward.
Order NotesEnter 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 NumberEnter the The PO NumberTo 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.		DeliveredTo search for the successfully delivered reward emails to the recipients inbox.
PendingTo search for the reward emails that are being processed by Tango.
Not DeliveredTo 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 StatusCompleteTo search for the rewards that have been successfully provisioned by Tango.
PendingTo 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.
FailedTo search for the failed rewards. You are refunded for the reward’s value. Place a new order to ensure your reward is sent.
CanceledTo 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.
FrozenTo 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.
CanceledTo search for the canceled rewards. The reward is canceled and cannot be redeemed.
Refund PendingTo search for the rewards that are pending refund. A reward is canceled and the refund is being processed.
Date IssuedPick a date from the CalendarTo 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.

 

  1. 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.


     
  2. Click Reset to remove all filters and view the full list of rewards.
Note:
  • You must enter the full value you are searching for. Do not enter partial email addresses or a portion of a name.
  • Make sure you have the correct search criteria selected. If you have recipient email selected and you type a recipient name, no results will be returned.
  • A space in the email address (beginning or after) does not return any results.
  • The search value is not case-sensitive.

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.
Note:

  • In the Tango portal, you can 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 generated 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 in 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 generated for your Tango Platform or Account.


Tango does not store sent reward credentials indefinitely. All credentials are deleted periodically for security and anti-fraud purposes. Requests to send new reward credentials to your recipients may result in you paying for the full face value of the new reward.

More resources

TitleView Line Items in Tango Orders
URL NameLineItemsViewinOrderHistory
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