The Orders Report provides a detailed breakdown of all orders placed, whether online or in-store. It includes key details such as the purchaser's information, order value, transaction reference, and order status.
You can download the report as a CSV file and open it in Excel or another spreadsheet programme to view and analyse the data.
How to Download the Orders Report
Log in to your Toggle account.
Click Data in the sidebar.
Select Orders.
Click the calendar icon and choose a date range for the data you need.*
Click Add to queue to generate the report.
Once ready, click the green download button to save the file.
* Date Selection Note: The report is based on the order creation date. For example, selecting 1st January 2025 – 31st January 2025 will generate data only for gift cards and products ordered within that period.
What’s in the Orders Report?
This report focuses on order details, including:
Whether the order was placed online or in-store
Purchaser details (name, email, phone number)
When the order was placed
Order value & payment method
Order status (completed, pending, or cancelled)
Key Data Fields Explained
Purchaser Information
Purchaser Name – The name entered during checkout.
Purchaser Email Address – The email entered during checkout.
Purchaser Phone Number – The phone number of the purchaser (if provided).
Order & Payment Details
Order ID – A unique identifier for the order.
Order Creation Date – The date the order was placed.
Merchant Transaction Reference – A payment provider reference (e.g. Stripe, Trust Payments, EPOS system) for cross-referencing transactions.
Merchant Name – The provider that processed the payment (e.g. Stripe for online orders, Zonal for in-store transactions).
Order Subtotal – The order’s value before postage costs.
Postage Value – The postage fee paid by the customer (if applicable).
Discount Value – The value of any discount applied (e.g. promotions or FOC orders).
Sales Channel – Where the order was placed (e.g. Toggle dashboard, in-store, B2B, web store).
Order Status – Shows whether the order is completed, pending (awaiting dispatch), or cancelled.
Gift Card & Compliance Information
Gift Card Payment Value – If a Toggle gift card was used, the amount applied to the order is shown here.
Consent Type – If the purchaser opted in for marketing, this column records the date and time of their consent.
Sales Tax – Displays the % sales tax applied (if applicable).
Age Verified – If the product requires age verification, this field shows whether it has been confirmed.
How Can You Use This Report?
Track Orders & Payments – Monitor purchases across different sales channels.
Reconcile Transactions – Match orders to payment records and merchant references.
Analyse Discounts & Promotions – See how FOC orders and promotions impact revenue.
Monitor Compliance – Ensure customers have opted into marketing and met age verification requirements.
Other guides: