The Transactions Report provides a breakdown of all purchase transactions that have taken place. It helps you track how payments were made for each order, whether through credit/debit cards, gift cards, or external payments.
You can download it as a CSV file and open it in Excel or another spreadsheet programme to view and analyse the data.
How to Download the Transactions Report
Log in to your Toggle account.
Click Data in the sidebar.
Select Transactions.
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 Transactions Report?
This report contains details on purchase transactions, helping you track payments and how they relate to orders.
In most cases, there will be one transaction per order.
However, if your Toggle shop allows gift card redemptions, you may see multiple transactions linked to a single order (e.g. a gift card partial payment + a credit/debit card payment).
Key Data Fields Explained
Transaction Details
Type – The type of transaction:
Credit/Debit Card (e.g. Stripe)
Gift Card (if a Toggle gift card was used)
External (payment recorded outside of Toggle)
N/A (if the order total was covered by another means, such as a gift card)
Sales Channel – Where the transaction took place (e.g. Toggle shop, in-store, dashboard).
Merchant – The payment provider that processed the transaction (e.g. Stripe, Trust Payments, Zonal, Tillo, Vita Mojo).
Transaction Reference – The external transaction reference created by the payment provider.
Value – The amount of this specific transaction.
Order Information
Order ID – The ID of the order this transaction relates to.
Note: If multiple payment sources were used (e.g. gift card + credit card), the same Order ID may appear multiple times in the report.
Order Subtotal – The total cost of the order before postage.
Postage Value – The cost of postage (if applicable).
Order Status – The current status of the order (e.g. completed, processing, cancelled, pending).
Gift Card Information (if applicable)
Gift Card Number – If a Toggle gift card was used to pay for part or all of the order, its unique number will be shown here.
How Can You Use This Report?
Track Payment Methods – Understand how customers are paying (e.g. gift cards vs. debit/credit cards).
Reconcile Transactions – Match payments with your merchant transaction records.
Monitor Order Status – Identify pending or cancelled transactions.
Analyse Sales Channels – See where transactions are taking place.
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