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Generate and download order reports

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Tango users with permissions to Manage Reports are able to generate and download reports at any platform level they have access to (Organization, Group, or Account). Users with View Reports permissions can download reports that have already been generated, but can't generate new reports for download. Learn how to Set user permissions and access levell. See Data contained in Tango Order history reports.

Reports available with Tango

You 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: Customer Reports.
See Download line items data to learn more about filtering and downloading a report of Line Items in the Tango portal.

 

Generate Order history report

You can generate the history of your orders for a specific platform level and date and time. Here’s how:

To generate an Order history report:

  1. Sign in to the Tango portal.
  2. Click on Reports from the left panel.
  3. Select New Report in the top right of the page.

    Generate a new report

  4. Customize the platform level, date range, and a name for your report:
    • Use the Scope to determine at which Tango platform level the report is generated:
      • Organization: The report will include rewards sent from all Groups and Accounts on your Tango platform.
      • Group: The report will only include rewards sent from all Tango Accounts belonging to the Group selected from the drop-down menu.
      • Account: The report will only include rewards sent from the Tango Account selected from the drop-down menu.
    • Use the From and To fields to select the start and end dates for the date range of the report.
    • Enter a unique Report Name.
  5. Click Create Report.  
    A notice appears stating "You'll be notified via email once your report is available to download";  the email is sent to the email address you're logged into Tango with, from noreply@tangocard.com.
Note:

Tango Order history reports can only be generated for 10,000 line items or less at a time. Report files for date ranges that contain more than 10,000 line items will be truncated at the 10,000th row.

Download reports

Once you generate a report, you can view it on the screen or download and save or print it. Here’s how:

To download a report:

  1. Sign in to the Tango portal.
  2. Click on Reports from the left panel.
  3. Click on any generated report in the table.
  4. Click Download Report at the top of the details panel.

    The information panel displays the report ID, the email of the user who generated the report, date the report was generated, and the platform level to which the report is available.

Download a report

Data contained in Tango Order history reports

The Order history report is available to download as an Excel spreadsheet. Below, you'll find details about each column you'll see in this report.

 

Column Name

Description

Order Reference IDThe identifier for the reward order. View Order Reference IDs on the Orders page in Tango.
Order StatusThe status of the reward order. Learn about Order statuses in Tango.
External Reference IDA unique ID generated automatically for rewards sent with Tango used for logging purposes and duplicate order prevention.

If rewards sent with Tango API use an externalRefID field, it's displayed in this column.
Created ByThe email address of the user who sent the reward.
Sender First Name

The reward sender’s name entered in the email template that are sent with Tango portal. 

If rewards sent with Tango API use a Sender Details Object and the firstName field is populated, it's displayed in this column.

Sender Last Name

This column does not populate for rewards sent with Tango portal.

If rewards sent with Tango API use a Sender Details Object and the lastName field is populated, it's displayed in this column.

Created DateThe date and time the reward was generated.
Group NameThe name of the Group containing the Account from which the reward was sent.
Group IDThe identifier of the Group containing the Account from which the reward was sent.
Account NameThe name of the Account from which the reward was sent.
Account IDThe identifier of the Account from which the reward was sent.
 
Note: The Account Identifier may be different from the Account Number for Tango Accounts created using the Tango API.
Account NumberThe number of the Account from which the reward was sent.
Order NotesIf a note is added to the reward order at the time of checkout in Tango, the note appears in this column.

If rewards sent with Tango API use a notes field, it's displayed in this column.
Line Item NumberOrders that contain multiple rewards use the Line Item Number to distinguish them from one another.
Orders for a single reward such as rewards sent with the Tango API always use the Line Item Number "1".
Recipient Email AddressThe email address to which the reward was sent.
Recipient First NameThe first name of the recipient entered when the reward was sent.
Recipient Last NameThe last name of the recipient entered when the reward was sent.
 
Note: Since this field is optional when sending rewards, this column is only populated for rewards sent with a last name entered for the recipient.
RewardThe name of the reward sent.
UTIDThe unique identifier of the reward sent.
Learn What is a UTID?
AmountThe monetary value of the reward sent.
CurrencyThe currency of the reward sent.
Amount ChargedThe balance subtracted from the Tango Account from which the reward was sent.
Amount Charged CurrencyThe currency of the Tango Account from which the reward was sent.
To NameThis column does not populate for digital rewards.

The To Name used on a Print Template when sending Printed Reward Links.
From NameThis column does not populate for digital rewards.

The From Name used on a Print Template when sending Printed Reward Links.
Reward MessageIf the email template or print template sent with the reward had the Reward Message customized at the time of the order, or the Message column of a bulk order is populated, it appears here.
Line Item NotesIf Notes are added per individual reward when sending rewards with Tango, or the Notes column of a bulk order is used, they appear here.
ETIDThe unique identifier associated with the email template used when the reward was sent.

Learn What is an ETID?
PO NumberIf a PO Number is used when sending rewards, it appears here.
Street Line 1This column does not populate for digital rewards.

The Street Line 1 of the address where a Printed Reward Link is sent.
Street Line 2This column does not populate for digital rewards.

The Street Line 2 of the address where a Printed Reward Link is sent.
CityThis column does not populate for digital rewards.

The City of the address where a Printed Reward Link is sent.
StateThis column does not populate for digital rewards.

The State of the address where a Printed Reward Link is sent.
ZipThis column does not populate for digital rewards.

The Zip Code of the address where a Printed Reward Link is sent.
CountryThis column does not populate for digital rewards.

The Country of the address where a Printed Reward Link is sent.

 


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