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We've compiled a short summary of the reporting and export features in Toggle for FD's and Management Accountants.

An introduction to reporting and exports in Toggle (video tutorial).

Get a snapshot of your sales and redemption stats on this page!

The Overview dashboard page

Sales Tax (FAQs)

Orders, cards, balance adjustments… how do they all relate?

Orders, cards and balance adjustments

How is the total outstanding balance calculated in Toggle?

Outstanding active balance explained

If you've run a promotion on Toggle, you'll be able to report on the total discounts that were issued.

How do you view the total discounts you have issued to customers?

An in-depth look at how to account for standard gift cards, discounted cards and free of charge cards in your hospitality business.

Accounting for gift cards

Oskar Smith

Stephen Evans

Lorna Fox

Data, Reporting & Accounting

Here's the steps to see your data on your Toggle dashboard

How to download a report on Toggle

How to Download & Understand the Tickets Report

Data: The Tickets report

Data: The Referral Schemes report (Referrers and Claimers)

How to Download & Understand the Orders Report

Data: The Orders report

How to Download & Understand the Order Line Items Report

Data: The Order Line Items report

Data: The Cards report

How to Download & Understand the Discounts Report

Data: The Discounts report

How to Download & Understand the Balance Adjustments Report

Data: The Balance Adjustments report

How to Download & Understand the Emails Report

Data: The Emails report (marketing consent)

How to Download & Understand the Transactions Report

Data: The Transactions report

How to Download & Understand the Liability Report

Data: The Liability report

Find out what each report contains to help you get the data you need.

Summary of Toggle reports

Questions and answers to help you with reporting on Toggle

Toggle reports - FAQs

Faustina Mensah

Data Exports

How to import gift card data to your Toggle account

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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