The Discounts export 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 Discounts report.
Here's the steps to find and download the Discounts report:
Log in to your Toggle account
Click on Data found on the sidebar
Click on Discounts
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 Discounts report?
The Discounts report tracks all orders that were purchased using a promo code or special offer promotion (whether it be a discount or value added offer) on your Toggle shop. (These sort of promotions are created on your dashboard on the 'Promotions' page either as a promo code or special offer).
It also tracks all vouchers issued free of charge (100% discounted) via your dashboard as well as any vouchers issued free of charge from integrated platforms with your Toggle account (if any) such as Airship or Feed It Back.
What headers are on the Discounts report and what do they mean?
Discount ID | An internal unique reference for this particular discount. This ID doesn't appear anywhere else on your dashboard. |
Discount Value | The value that was discounted (or added, if it's a value-added promotion) |
Discount Type | Types of discounts are labelled as either 'Promotion', 'FOC' or 'Balance Import' |
Promotion Type | Types of discounts are labelled as either 'Promotion', 'FOC' or 'Balance Import' |
Promotion campaign name | If the discount was from a promotion, the name of it will appear on this column. The name is set on the 'Promotions' page on your dashboard. |
Promotion code used | Any promo code that was used for the discount will show here |
Order ID | If associated with an order, the ID will show here |
Transaction ID | If associated with a transaction, the ID will show here |
Line Item ID | An internal ID that links this discount with a card |
Fulfilment ID | An ID to link this to a particular fulfilment |
Transaction date | The date and time the transaction happened |
Notes | For any voucher issued free of charge via the dashboard any internal notes left on the 'Add a note or reference' section will show here. |
User | For any vouchers issued free of charge via the dashboard the user who issued the voucher will show here. |
Similar support guides:
The Introduction to reporting and exports in Toggle (a video tutorial!)