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.
Download it as a CSV and open it in Excel or any spreadsheet tool to view and analyse your 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.
Select your date range, hit Add to queue, and download once the export appears in the table above.
📅 Date selection note: The report is based on the order creation date. Selecting 1 Jan – 31 Jan 2025 will only return orders placed in that period and not fulfilments or deliveries that happened later.
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)
What the Report Looks Like
Once you open the CSV in Excel (or Google Sheets), you'll see one row per order with all the columns laid out like this:
Each row is one order. Columns span purchaser details, order value, sales channel, status, and more.
🔽Tip: use the filter button to dig into your data. In Excel, select the header row and click Data > Filter. You can then filter by sales channel, order status, purchaser name, or any other column to zero in on exactly what you need.
What's in the Orders Report?
This report focuses on order-level details, including
Whether the order was placed online or in-store
Purchaser details — name, email, and phone number
When the order was placed
Order value and 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 address entered during checkout. |
Purchaser phone number | The purchaser's phone number, 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) for cross-referencing transactions. |
Merchant name | The provider that processed the payment — e.g. Stripe for online orders, Zonal for in-store. |
Order subtotal | The order value before postage costs. |
Postage value | The postage fee paid by the customer, if applicable. |
Discount value | The value of any discount applied — covers promotions and FOC orders. |
Sales channel | Where the order was placed: Toggle dashboard, in-store, B2B, or web store. |
Order status | 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. |
Consent type | If the purchaser opted into marketing, the date and time of their consent is recorded here. |
Sales tax | The % sales tax applied, if applicable. |
Age verified | For age-restricted products, whether verification was confirmed. |
How Can You Use This Report?
🔍 Track orders and payment
Monitor purchases across all your sales channels in one place.
🧾 Reconcile transactions
Match orders to payment records using the Merchant Transaction Reference.
🏷️ Analyse discounts and promotions
See how FOC orders and promotions are affecting your revenue.
🛡️ Monitor compliance
Check marketing opt-ins and age verification across your orders.
💡Want a deeper breakdown of the individual products within an order? Check out the Order Line Items Report.
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