Reporting - CSV

Uber for Business fornisce diversi documenti di reporting che possono aiutare le organizzazioni nei processi di riconciliazione, dichiarazione fiscale e conformità interna. Il file CSV fa parte dei documenti di reporting e viene generato automaticamente il primo giorno di ogni mese per le transazioni del mese precedente. Il file CSV può essere di due tipi:

• File CSV mensile: il report CSV mensile contiene informazioni dettagliate su ogni attività/transazione per un particolare mese. Può essere scaricato dalla scheda Fatturazione e viene inviato per email insieme all'estratto conto mensile.
• Report delle attività: il report delle attività nella home page mostra le attività svolte sull'account per dipendente/programma/sede specifici nell'intervallo di tempo selezionato. Fai riferimento a questa pagina per istruzioni dettagliate su come scaricare un report delle attività.

Come accedere al file CSV

Invieremo il file CSV mensile insieme al report in formato PDF per email a tutti gli amministratori e ai destinatari del report sull'account aziendale il primo giorno di ogni mese.

Il link per scaricare il file CSV sarà attivo per 30 giorni, dopodiché il file può essere scaricato seguendo le istruzioni qui sotto:

1. Accedi a business.uber.com
2. Seleziona Fatturazione sulla sinistra
3. Alla voce Dichiarazioni, cerca il mese in questione
4. Fai clic su Scarica e seleziona la freccia di download accanto a "File CSV delle transazioni" per scaricare il file CSV dettagliato delle transazioni di quel mese.

Il report delle attività è disponibile quando viene estratto manualmente e viene inviato tramite email solo all'utente che filtra il report nella home page del pannello di controllo aziendale. Fai riferimento a questa guida per istruzioni dettagliate su come scaricare il report delle attività.

Contents:

The fields/column in both monthly CSV and activity reports would be the same. They’re listed below for better understanding:

• Trip/Eats ID: Unique Identifier associated with the trip/order/courier.
• Transaction Timestamp (UTC): Transaction processed timestamp in UTC (Coordinated Universal Time zone) in DD/MM/YYYY HH:MM:SS format. Transaction timestamp for an order may be different than the request and drop off date/time depending on when the trip is recorded for billing. Monthly CSVs and activity reports are generated based on whether transaction timestamp falls in the selected month or selected date range respectively.
• Request Date (UTC): Trip/order/courier request date per UTC (Coordinated Universal Time zone) in DD/MM/YYYY format.
• Request Time (UTC): trip/order/courier request timestamp per UTC (Coordinated Universal Time zone) in HH:MM:SS format.
• Request Date (Local): trip/order/courier request date per local time zone in DD/MM/YYYY format.
• Request Time (Local): trip/order/courier request timestamp per local timezone in HH:MM:SS format.
• Drop-off Date (UTC): trip/order completed date per UTC (Coordinated Universal Time Zone) in DD/MM/YYYY format.
• Drop-off Time (UTC): trip/order/completed timestamp per UTC (Coordinated Universal Time zone) timezone in HH:MM:SS format.
• Drop-off Date (Local): trip/order completed date per local time zone in DD/MM/YYYY format.
• Drop-off Time (Local): trip/order/courier completed timestamp per local timezone in HH:MM:SS format.
• Request Timezone Offset from UTC: Timezone offset from UTC (e.g., for India it is UTC +0530)
• Employee details:
• The details under the below fields depends on the program the trip/order falls under.
  • For travel/eats programs created on business account - Employee details
  • For Central programs - The coordinator details who creates/requests the central ride for the guests
  • For Voucher programs - The coordinator details who creare the Voucher campaign
  • First Name: First name of the employee associated with the Organization
  • Last Name: Last name of the employee associated with the Organization
  • Email: Email address of the employee associated with the Organization
  • Employee ID: Employee id given to the user when added to the business account (Optional)
• Service: The Uber service related to the transaction (e.g.,Eats, UberX, Uber Comfort)
• City: The city in which the trip/order has been placed, (Mobility: It is the city on which the pickup has happened, Delivery: city on which the order is delivered)
• Distance (mi): Distance of the trip in miles from Pick-up point to drop-off point
• Duration (min): Duration incurred for the trip from pickup time to the drop-off (Rides : Pick-up point to Drop-off point, Eats : order pick-up point (store) to drop-off point).
• Pickup Address: The pick-up address for the respective trip/order.
• Drop-off Address: The drop-off address for the respective trip/order.
• Expense Code: The expense code employee/coordinator selects or enters while requesting the trip/order. (If any)
• Expense Memo: The expense memo (or purpose of the trip/order) employee/coordinator inputs while requesting the trip/order - this is a free text field added by the user. (If any))
• Invoices: URL of the Invoice, In case of multiple invoices - all URLs are shown separated by a character “|”.
• Program: The program name under which the respective trip/order is charged under the organization.
• Group: The group to which the employee is added to the organization’s u4b dashboard.
• Payment Method: Payment method used to pay for the U4B trips (e.g., Periodic, Pay Per Trip), and for credit/debit card transactions, it is the card type along with the last four digits of the card number.
• Transaction Type: Kind of transaction
  • Fare: The summary of the trip cost
  • Adjustment: If the trip cost was adjusted after its initial payment
  • Tip: Tip given for the trip/order
• Fare in Local Currency (excl. Taxes): Fare of the trip/order in local currency
• Taxes in Local Currency: Taxes applied to the order/trip in local currency
• Tip (Local Currency): Tip associated to the trip/order (If any) in local currency
• Transaction Amount in Local Currency (incl. Taxes): Total Transaction amount of the trip (fare, taxes and tip) in local currency in which the trip is taken.
• Local Currency Code: Local ISO3 Currency code (e.g., GBP, EUR, USD, INR) of the location where a trip or an order is taken
• Fare in Org Currency (excl. Taxes): Trip/order fare in the organization’s preferred currency (selected at the time of account creation & setup and dashboard is also made on the same).
• Taxes in Org Currency: Taxes levied on the trip/org in the organization’s preferred currency.
• Tip (Org Currency): Tip given on the trip/order in the organization’s preferred currency. (Please note that in some cases, tip may be charged along with the fare amount in a single transaction. In such cases, tip will not appear separately in the report. It will be part of the Fare)
• Transaction Amount in Org Currency (incl. Taxes): Transaction amount means either of the following depending on the transaction type (mentioned above)
  • Amount charged for a transaction against a trip or an order
    • Please note that there can be multiple transactions for a trip. For example, one transaction can be for the base fare (with transaction type Fare), second transaction can be an adjustment over the base fare and third transaction can be for any tip associated with the trip.
  • Aggregate charges such as Service Fee, Administrative Fee, Integration Fee, Voucher Creation fee etc.
  • Payments made by the or credits received, if any
• Estimated Service and Technology Fee (incl. Taxes, if any) in Org Currency: Service fee estimated for the trip/order (Only if applicable)
• Short Reference: Unique transaction reference for the trip/order auto generated by Uber system (only if applicable).
• Voucher Program: Program name of the Voucher Campaign to which the trip/order belongs to.
• Voucher Expense Memo: The expense memo given by coordinator when creating the Voucher.
• Voucher Link: Link to the Voucher used
• Voucher Policy: Policy associated with Voucher campaigns (Auto filled)
• Estimated Integration Fee: Fee - additional fee charged for third party client orders/trips (only if applicable).
• Integration Partner: Name of the third party vendor involved, for third party client orders/trips (only if applicable).
• Invoice Number: The number of the tax invoice generated for a trip/order. If there are multiple invoices generated for an order/trip, the invoice numbers are separated by the “|” character.
• Voucher Campaign Id: Unique Identifier of the voucher campaign
• Guest First Name: First name of the user taking a trip or an eats order. It is only applicable for voucher trips/order and arranged rides(Central).
• Guest Last Name: Last name of the user taking a trip or an eats order. It is only applicable for voucher trips/order and arranged rides(Central).
• Deductions in Local Currency: Discounts applied on the trip/order in local currency. Please note the transaction amount mentioned above is inclusive of this discount.
• Payment Account Name: Cost center associated with the trip (enabled by organization) (Only if applicable)
• Payment Account ID: Unique Identifier associated with the Payment Account Name (Only if applicable)
• Uber Charges (Local Currency): Uber charges associated with the trip/order’s in local currency, applicable only for Rides.
• Discounts on Uber Charges (Local Currency): Discounts applied on Uber Fees In local currency, applicable only for Rides.
• Uber Charges CGST (Local Currency): CGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges SGST (Local Currency): SGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges IGST (Local Currency): IGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges HST/GST (Local Currency): HST/GST charges applied on Uber fee ( Only applicable for Canada), applicable only for Rides.
• Uber Charges QST (Local Currency): QST charges applied on Uber fee (Only applicable for Canada), applicable only for Rides.
• Uber Charges PST (Local Currency) : PST charges applied on Uber fee (Only applicable for Canada), applicable only for Rides.
• Total Taxes on Uber Fees (Local Currency): Total associated taxes on Uber Fee in local currency, applicable only for Rides.
• Total Uber Charges (Local Currency): Total Uber Charges (Uber Fee + Discounts on Uber Fee + Total taxes on Uber Fee), applicable only for Rides.
• Partner Charges (Local Currency): Partner charges associated with the trip/order’s in local currency. For Uber rides, partners are generally the transportation service providers. For Eats orders, partners are generally the restaurants providing food, applicable only for Rides.
• Partner Charges CGST (Local Currency): CGST charges applied on Partner charges in local currency ( only applicable for India), applicable only for Rides.
• Partner Charges SGST (Local Currency): SGST charges applied on Partner charges ( Only applicable for India), applicable only for Rides.
• Partner Charges IGST (Local Currency): IGST charges applied on Partner charges (Only applicable for India), applicable only for Rides.
• Partner Charges HST/GST (Local Currency): HST/GST charges applied on Partner charges(Only applicable for Canada), applicable only for Rides.
• Partner Charges QST (Local Currency): QST charges applied on Partner charges (Only applicable for Canada), applicable only for Rides.
• Partner Charges PST (Local Currency): PST charges applied on Partner charges (Only applicable for Canada), applicable only for Rides.
• Total Taxes on Partner Charges (Local Currency): Total associated taxes on partner charges in local currency., applicable only for Rides.
• Total Partner Charges (Local Currency): Total Partner Charges for the trip/order (Partner Fee+ Total taxes on Partner Charges) in local currency., applicable only for Rides.
• Other Charges (Local Currency): Miscellaneous (anything apart from existing fare breakdown) in local currency, applicable only for Rides.
• Total Charges (Local Currency): Sum of all the charges on the trip/order in local currency.
• Other Promotions (Local Currency): Any additional discounts or promotions, if applicable.
• Uber Charges Invoice#: Uber Charges Invoice Number
• Uber Charges Invoice Link: URL of the trip/order’s Invoice.
• Partner Charges Invoice: Invoice number of the partner charges
• Partner Charges Invoice Link: Link to the partner charges Invoice
• Network Transaction Id: Unique Identifier as assigned by the card networks (AmEx, Visa or Mastercard networks) for this transaction. This is only applicable for credit card transactions

If you need help, please contact support at business-support@uber.com