The Transactions 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 Transactions report.
Here's the steps to find and download the Transactions report:
Log in to your Toggle account
Click on Data found on the sidebar
Click on Transactions
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 Transactions report?
This file contains information on the purchase transactions that have taken place. Transactions relate back to Orders, so this is useful to see how payment(s) were made to cover the cost of an order.
In most cases, there will be one transaction for each Order. But if you allow gift cards to be redeemed against orders on your Toggle shop, it's possible you will have more than one transaction linked to an order (e.g. a gift card partial payment and a credit/debit card partial payment).
What headers are on the Transactions report and what do they mean?
This is the type of transaction. It will show as one of either: Credit/debit card (e.g. Stripe), Gift card or External (payment recorded outside of Toggle). N/A is shown where a transaction of zero exists (the rest being taken by other means e.g. a gift card).
This shows which sales channel the transaction took place on e.g. your Toggle shop or dashboard (if issuing an FOC voucher)
This shows which merchant created the transaction. e.g. Stripe, Trust Payments, Zonal, Tillo, Vita Mojo etc.
The external transaction reference that the merchant created for this transaction.
The value of this transaction.
The Order ID that this transaction relates to. N.B. You may see the same Order ID listed against multiple transactions if there were multiple payment sources (e.g. a gift card + credit/debit card)
The sub-total of the order.
If applicable, the postage value of the associated order.
This shows the status of the related order e.g. completed, processing, cancelled or pending.
Gift card number (if applicable)
If this payment was taken as a redemption of a Toggle gift card, the associated gift card number that was used will be shown here.
Similar support guides:
The Introduction to reporting and exports in Toggle (a video tutorial!)
If you require any help about the Transactions report please get in touch with our support team at firstname.lastname@example.org.