Reports available to Tango customers

Available balance report

The available balance report can show a snapshot in time of the current balance of accounts within a platform. This can be scheduled to run as the full platform, the customer, or single account levels.

When running the platform level, all accounts will be shown on the report regardless of having funds or activity.

For most up to date balance information, login/sign up.

On March 22, we’ll be adding a PO Number column to the Transaction, Orders, and Stored-Value reports. Current samples provided below reflect this change.

Transaction report

The transactions report is a full ledger of account activity over a given time period. The report shows a running balance and all activity that would affect said balance including funding, orders, cancellations, etc. The report also contains all relevant order details that are associated with each individual line within an order. This includes item, value, email details, and customer-specific information they may have passed through along with the order.

View sample report

Orders report

The orders report shows all relevant details of only the orders placed by a platform, customer, or account over a given time frame. This is in contrast to the transactions report which shows all account activity including funding, funding transfers, failed orders, etc. This report can be used in a number of ways similar to the transactions report but more simply shows the outbound details of rewards sent by the customer.

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Stored-value status report

The Stored-Value (SV) Status Report is named this way because it covers both Promo Link and Reward Link® redemption status and details. This report shows much of the same fields that are present on the Orders and Transactions reports and can be used in conjunction with both reports if so desired. The Stored-Value report follows the same basic design as the previously mentioned reports with columns grouped generally left to right associating with Account info, Order Info, Email info, and Status info. The Status info shows how much was issued, redeemed, cancelled, expired, and what the balance of a specific SV product is at the time of the report. There is also data related to when a Promo Link expires, and how many times any SV has been re-issued and when.

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Stored Value redemption report with Incentive Program Name

The Stored Value redemption report with Incentive Program Name is named this way because it covers both Promo Link and Reward Link redemption details including brand redeemed. This report differs from the SV Status report in that is will only show the redemption details of SV products that have been redeemed. It does not show SV products that have not been redeemed so that will be important to keep in mind when scheduling or looking at this report. The reason for this change is because Promo/Reward Link can be redeemed multiple times and for different brands, so we thought it would be best to show the detail for the issuance (status report) and redemption (redemption report) separately.

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Stored Value Status Report - Expirations

Same as Stored Value Status Report, except the date filters are based on when the reward expires.

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Balance Alert

Send a low balance alert for an account, based on configurable threshold values or number of days remaining vs average daily spend.

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Transaction Summary

Full transaction details, with running balance.

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Orders with Email Events Report

Shows all completed order by fulfillment date along with timestamp for the email events of first_delivered, first_opened and the number of times the email has been re-sent.

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Resend History

Shows resend activity including the original orders email, resend email, when it was sent and who it was initiated by.

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User Access Levels

The User access levels report provides information about the access level of users in the Tango portal. More information about user management can be found in our help center.

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Field Name
Definition
API Reference

ACCOUNT_NAME

The Account Name

Established during account creation POST /customers or returned in GET /accounts:

“displayName”: “string”

Description: a friendly name for this account

ACCOUNT_NUMBER

A unique ID generated by Tango Card to be used as a reference when communicating with Tango Card.

Returned in POST/GET /orders response:“accountNumber”: “A55845283”,

ACCOUNT_TRANSACTION_ID

A Unique ID per account transaction.

ADJUSTMENT

Used for showing additional information around an adjustment applied to transaction that may link to an order or line item.

AMOUNT_CHARGED

AMOUNT_CHARGEDThe total amount charged per line item. This will also show the amount that was charged for a credit card deposit.

Returned in POST/GET /orders response (same as total):
“amountCharged”: {
“value”: 0.01,
“currencyCode”: “USD”,
“exchangeRate”: 1.32751,
“total”: 0.01
},
Returned in POST/GET /creditCardDeposits:
{
“accountNumber”: “string”,
“amount”: 0,
“amountCharged”: 0,
“createdDate”: “string”,
“feePercent”: 0,
“referenceDepositID”: “string”,
“status”: “string”
}

AVAILABLE_BALANCE

Funds available on the account including any pending transactions.

BALANCE

This is included on reports as a running balance so you can see the balance for a given transaction, time.

BRAND_NAME

The name of the brand.

Returned in the GET /catalogs response:
“brandName“: “string”

CAMPAIGN

Customer provided value to categorize orders
*Only available through API.

Part of Order Request & Returned in POST/GET/orders response:

“campaign”: “string”

Description: optional campaign that may be used to administratively categorize a specific order.

CANCELLED

The total value of a stored value product that was cancelled.

CREDIT_DEBIT

Defines whether the transaction is a credit or a debit against the account balance.

CURRENCY_CODE

Currency of the reward

Returned in POST/GET /orders response:

“denomination”: {
“value”: 0.01,
“currencyCode”: “CAD”
},

CURRENT_BALANCE

Funds available not including pending transactions.

CUSTOMER_NAME

The Customer Name

Established during account creation POST /customers or returned in GET /customers:“

displayName”: “string”

Description: a friendly name for this customer

DENOMINATION

Face value of the reward

Order Request POST /orders:

“amount”: 0

Order Response POST/GET /orders (same as value):

“denomination”: {“value”: 0.01,“currencyCode”: “CAD”
},
Description: specify the face value of of the reward. Always required, including for fixed value items.

ETID

Email Template ID

Part of Order Request & Returned in POST/GET /orders response:

“etid”: “E000000”

Description: Optional. The unique identifier for the email template you would like to use. Only applicable if sendEmail is true.

EXCHANGE_RATE

EXCHANGE_RATE

Returned in POST/GET /orders response:

“amountCharged”:
{“value”: 0.01,
“currencyCode”: “USD”,
“exchangeRate”: 1.32751,
“total”: 0.01
},

EXPIRATION_DATE

Expiration date of the reward

Returned in POST/GET /orders response:
“reward”: {
“credentials”: {
“Expiration Date”: “2019-09-23T06:59:59.48”
},

EXPIRED

The total value of the stored value product that has expired.

EXTERNAL_REF_ID

Idempotent Customer reference ID to be used to reconcile and/or communicate with Tango Cards about transactions.*Only available through the API.

Part of Order Request & Returned in POST/GET /orders response:

“externalRefID”: “string”

Description:

Optional. Idempotent field that can be used for client-side order cross reference and prevent accidental order duplication. Will be returned in order response, order details, and order history.

FEE

Fee amount for either an order or credit card deposit

Returned in POST/GET /orders response:

“amountCharged”: {
“value”: 0.01,
“currencyCode”: “USD”,
“exchangeRate”: 1.32751,
“fee”: 0.2500,
“total”: 0.2
},
Returned in POST/GET /creditCardDeposits:
{
“accountNumber”: “string”,
“amount”: 0,
“amountCharged”: 0,
“createdDate”: “string”,
“feePercent”: 0,
“referenceDepositID”: “string”,
“status”: “string”
}

FIRST_DELIVERY

The timestamp when the email was first delivered.

FIRST_OPEN

The timestamp when the email was first opened.

ISSUED

The total value of the stored value product that was issued.

LAST_FUNDING

The timestamp of the latest funding as of the report being run.

LAST_ORDER

The timestamp of the latest order as of the report being run.

LAST_REISSUE

The timestamp for the last time a Stored Value product was re-issued.

LINE_ITEM_CREATED

The timestamp that the line item was created.

LINE_ITEM_FINALIZED

The timestamp for when a line item finished processing.

LINE_ITEM_NOTES

Notes provided by the customer on the line item to be used for internal reference. Commonly used for grouping by department, event, etc.

*Only available through rewardsgenius.com.

LINE_ITEM_STATUS

The status of the line item:
• COMPLETE
• PENDING
• FAILED
• CANCELLED

LINE_NUMBER

The line number for multi-line orders.

LINKED_ORDER

A combination of the originating order_reference_id and line_number associated with an account transaction.

LINKED_STATUS

Status of the Stored Value product

NOTES

This is used for the following:

• Notes provided by the customer on the order to be used for internal reference. Commonly used for grouping by department, event, etc.
• Notes entered by Tango Card for manually transactions such as funding or adjustments
• Credit Card Request IDs which can be used to research credit card deposit

Part of Order Request & Returned in POST/GET /orders response:

“notes”: “string”

Description: Optional order notes (up to 150 characters)

NUMBER_OF_REISSUE

How many times a stored value product has been re-issued

NUMBER_OF_RESEND

How many times an email has been re-sent.

ORDER_SOURCE

Relates to which product was used to place the order:
• QW: Qualtrics Integration
• CI: File of codes
• RA: RaaS API
• RG: Rewards Genius
• RL: Stored Value Product Redemption
• BI: File processing
• BE: File processing through portal
• CR: File of codes

ORDER_STATUS

The status of the line item:
• COMPLETE
• PENDING
• FAILED
• CANCELLED

PLATFORM_NAME

The Platform Name. Setup during on-boarding.

PURCHASE_ORDER

An order level field that can be used for billing/invoicing purposes.
*Only available through rewardsgenius.com and for customers with terms.

QUANTITY

Quantity of rewards issued per line item

RECIPIENT_EMAIL_ADDRESS

Recipient Email.

Part of Order Request & Returned in POST/GET /orders response:

“recipient”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: required if sendEmail is true

RECIPIENT_FIRST_NAME

Recipient First Name

Part of Order Request & Returned in POST/GET /orders response:

“recipient”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: required if sendEmail is true (100 character max)

RECIPIENT_LAST_NAME

Recipient Last Name

Part of Order Request & Returned in POST/GET /orders response:

“recipient”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: always optional (100 character max)

REDEEMED

The total value of the stored value product that has been redeemed.

REDEMPTION_AMOUNT_CHARGED

The total amount charged per line item.

REDEMPTION_BRAND_NAME

The name of the brand.

REDEMPTION_CREATED

The timestamp of when the redemption order was created

REDEMPTION_CURRENCY

Currency of the reward

REDEMPTION_DENOMINATION

Face value of the reward

REDEMPTION_EMAIL_ADDRESS

Recipient Email.

REDEMPTION_FULFILLMENT_TYPE

Shows whether the redemption was for a physical or digital reward

REDEMPTION_LINE_NUMBER

The line number for multi-line orders.

REDEMPTION_REFERENCE_ID

reference_order_id: This value is unique to each Order and can be used for communicating with Tango Card about an order

REFERENCE_ID

This value shows one of the following:

• reference_order_id: This value is unique to each Order and can be used for communicating with Tango Card about an order or searchable through RewardsGenius.com. This ID is shown on order confirmation and reward email templates.
• reference_deposit_id: This value is unique per Credit Card Deposit request and can be used for communicating with Tango Card about a deposit. This ID is shown on deposit confirmation and funding notification emails.

Returned in POST/GET /orders response:

“referenceOrderID”: “RG190815-316363-65”,Returned in POST/GET /creditCardDeposits:
{
“accountNumber”: “string”,
“amount”: 0,
“amountCharged”: 0,
“createdDate”: “string”,
“feePercent”: 0,
“referenceDepositID”: “string”,
“status”: “string”
}

REWARD_MESSAGE

Message to the recipient to be included on the email.

Part of Order Request & Returned in POST/GET /orders response:

“message“: “string”

Description: optional gift message

REWARD_NAME

Reward Name

Returned in POST/GET /orders response:
“utid”: “U783845”,
“rewardName”: “Reward Link”,
“sender”: {
“firstName”: “Tango”,
“lastName”: “Card”,
“email”:“noreply@tangocard.com”
},
Returned in the GET /catalogs response:“rewardName“: “string”

SEND_EMAIL

Indicates whether Tango Card sends the email

Part of Order Request & Returned in POST/GET /orders response:

“sendEmail”: true

Description: should Tango Card send the email to the recipient?

SENDER_EMAIL_ADDRESS

Sender Email

Part of Order Request & Returned in POST/GET /orders response:

“sender”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: always optional

SENDER_FIRST_NAME

Sender First name

Part of Order Request & Returned in POST/GET /orders response:

“sender”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: always optional (100 character max)

SENDER_LAST_NAME

Sender Last name

Part of Order Request & Returned in POST/GET /orders response:

“sender”: {
“email”: “string”,
“firstName”: “string”,
“lastName”: “string”
},

Description: always optional (100 character max)

TRANSACTION_AMOUNT

The transaction amount is reflected as a negative for debits and a positive for credits.

TRANSACTION_CREATED

The timestamp of when the transaction was created

TRANSACTION_STATUS

The status of the line item:
• DECLINED
• PENDING
• PROCESSED

TRANSACTION_TYPE

Indicates which type of transaction was posted to the account.

UTID

The unique identifier for the reward / item being ordered

Part of Order Request & Returned in POST/GET /orders response:

“utid”: “string”

Returned in the GET /catalogs response:

“utid“: “string”

Description: the unique identifier for the reward you are sending as provided in the Get Catalog call