The Cards report is downloadable on your Toggle dashboard as a CSV file. You can open the report into a spreadsheet program such as Excel to view and edit the raw data.
Where to find and download the Cards report.
Here's the steps to find and download the Cards report:
Log in to your Toggle account
Click on Data found on the sidebar
Click on Cards
Click the blue calendar icon and select the date range to pull the data from*
Click Add to queue
Click the green download button when the export has completed its download
* This is based on the order creation date e.g. if you select January 1st 2022 - January 31st 2022 the data on the export will contain only the gift cards and products that were ordered within that date range.
What's on the Cards report?
The Card report keeps track of all cards created (within the date range you've selected for download) either through purchases made in-store, via the webshop, or issued free of charge via your Toggle dashboard. This export shows information such as the sites they were sold, the current balance of the card, when they expire, and the registered recipients of cards.
If you have multiple sites set up on your Toggle account you can attribute card balances to certain sites based on where last redemption was. You can also see if any discount was applied to a card.
The product types that will show on this report are Gift Cards and Experiences. If you have Retail Products or Pay-it-Forward's set up, those orders won't appear on this report.
What headers are on the Cards report and what do they mean?
This is an internal ID that can be used to search for a card on the Purchases page.
The date the gift card was created.
Card Unique Code
The unique code used to redeem the gift card's balance.
Unique Code Alias
If we've imported gift cards from a previous provider of yours, those unique codes are shown.
The name of the gift card.
A unique ID for the order that this card was created from, and a way to search out this order on your Toggle account.
How much money is left on the gift card at time of download.
If the recipient registers their gift card their name will be stored here.
If the recipient registers their gift card their email will be stored here.
First top up value
The first balance loaded onto the gift card at the time of purchase.
First top up reversed
How much balance is reversed (if applicable).
Sold in site
If the gift card was purchased in a venue that site name shows here.
Last redemption date
The date and time a gift card was last redeemed.
Last redemption value
The balance taken off the last gift card redemption.
Last redemption site
The site the gift card was last redeemed at.
Transaction discount types
The type of discount that was used e.g. through a promotional discount on the webshop or if the card was issued free of charge (FOC)
Transaction discounts value
How much value was discounted on the overall order associated with this card when it was created (if any).
The promotion name that was used to purchase the gift card.
Card initial balance discount value
Total discount on the gift card when it was created
The expiry date of the gift card.
If the person receiving a gift card opts in for marketing consent (via the 'Register card' page on your webshop), this will have the date and time they did this.
Registered recipients and consents
If a card has been registered, the name and email of the registered recipient will show in the Recipient Name and Recipient Email fields.
If the registered recipient has also consented to marketing, there will also be an additional column at the end of the CSV showing the date of consent and an ID that represents the version of consent text that they agreed to.
Similar support guides:
The Introduction to reporting and exports in Toggle (a video tutorial!)