The Cards Report in your Toggle dashboard gives you a detailed breakdown of all gift cards and experiences sold within a chosen date range. You can download it as a CSV file and open it in Excel or similar programs to analyse the data.
How to Download the Cards Report
Log in to your Toggle account.
Click Data in the sidebar.
Select Cards.
Click the calendar icon and choose a date range (based on the order creation date).
Click Add to queue to generate the report.
Once ready, hit the green download button to save the file.
What’s in the Cards Report?
This report tracks all gift cards and experiences purchased in-store, via your webshop, or issued manually. It includes key details like:
Where the card was sold
Current balance & expiry date
Last redemption details
Discounts applied
Registered recipient info
Note: Retail products, Tickets and Pay-it-Forwards won't appear in this report.
Key Data Fields Explained
Card ID – Internal ID for searching the card in Toggle.
Creation Date – When the gift card was created.
Card Unique Code – The redemption code.
Gift Name – Name of the gift card.
Order ID – Order reference number.
Current Balance – Remaining funds on the card.
Recipient Name & Email – If the recipient registered their card.
First Top-up Value – Initial loaded balance.
Discounts & Promotions – Any applied discounts.
Last Redemption Info – Date, amount, and location of the last usage.
Expiry Date – When the gift card expires.
Marketing Consent – If the recipient opted in for marketing.
How Can You Use This Report?
Customer Enquiries – Quickly look up a gift card’s status when a customer asks about their balance or expiry date.
Tracking Usage – See how many cards are still active and what balances remain unspent.
Sales & Redemption Insights – Analyse trends in gift card sales, usage, and expiry rates to inform marketing or promotional strategies.
Liability Reporting – Understand how much outstanding balance is still available on issued gift cards.
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