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.
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.
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.
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.
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.
Same as Stored Value Status Report, except the date filters are based on when the reward expires.
Send a low balance alert for an account, based on configurable threshold values or number of days remaining vs average daily spend.
Full transaction details, with running balance.
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.
Shows resend activity including the original orders email, resend email, when it was sent and who it was initiated by.
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.
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