रिपोर्टिंग - सीएसव्ही

Uber for Business एकापेक्षा जास्त रिपोर्टिंग दस्तऐवज प्रदान करते जे संस्थांना सलोखा, कर अहवाल आणि अंतर्गत अनुपालन प्रक्रियांमध्ये मदत करू शकतात. सीएसव्ही हा रिपोर्टिंग दस्तऐवजांचा एक भाग आहे आणि मागील महिन्याच्या व्यवहारांसाठी प्रत्येक महिन्याच्या पहिल्या दिवशी आपोआप जनरेट केला जातो. सीएसव्ही फाइल दोन वेगवेगळ्या प्रकारे असू शकते:

• मासिक सीएसव्ही: मासिक सीएसव्ही रिपोर्टमध्ये विशिष्ट महिन्यातील प्रत्येक ॲक्टिव्हिटी/व्यवहारांची तपशीलवार माहिती असते आणि तो बिलिंगच्या टॅबवरून डाउनलोड केला जाऊ शकतो आणि प्रत्येक महिन्याला पाठवलेल्या स्टेटमेंटसह ईमेलमध्ये देखील आढळतो.
• क्रियाकलाप रिपोर्ट: मुख्यपृष्ठावरील ॲक्टिव्हिटी रिपोर्ट म्हणजे खात्यावर संबंधित कर्मचारी/कार्यक्रम/लोकेशनसाठी आणि निवडलेल्या कालमर्यादेत केलेल्या कृतींचे फिल्टर केलेले दृश्य आहे. अ‍ॅक्टिव्हिटी रिपोर्ट डाउनलोड करण्याच्या तपशीलवार सूचनांसाठी या पृष्ठाचा संदर्भ घ्या.

सीएसव्ही फाइल ॲक्सेस करणे

प्रत्येक महिन्याच्या पहिल्या दिवशी बिझनेस खात्यावर स्टेटमेंट पीडीएफसह मासिक सीएसव्ही सर्व ॲडमिन्सना आणि स्टेटमेंट प्राप्तकर्त्यांना ईमेल केले जाईल.

सीएसव्ही डाउनलोड करण्याची लिंक 30 दिवसांसाठी सक्रिय असेल, त्यानंतर खालील सूचनांचे पालन करून फाइल डाउनलोड केली जाऊ शकते:

1. business.uber.com मध्ये साइन इन करा
2. डावीकडील बिलिंग निवडा
3. खाली स्टेटमेंट्स दिली आहेत, योग्य महिना शोधा
4. डाउनलोड करावर क्लिक करा आणि त्यानंतर त्या महिन्याच्या व्यवहारांचा तपशीलवार सीएसव्ही डाउनलोड करण्यासाठी 'व्यवहार सीएसव्ही' च्या शेजारील डाउनलोड बाण निवडा

मॅन्युअली पुल केल्यावर अ‍ॅक्टिव्हिटी रिपोर्ट उपलब्ध असतो आणि तो फक्त बिझनेस डॅशबोर्डच्या मुख्य पृष्ठावरील अहवाल फिल्टर करणाऱ्या युजरला ईमेल केला जातो. अ‍ॅक्टिव्हिटी रिपोर्ट डाउनलोड करण्याच्या तपशीलवार सूचनांसाठी या मार्गदर्शकाचासंदर्भ घ्या.

सामग्री:

मासिक सीएसव्ही आणि अ‍ॅक्टिव्हिटी रिपोर्ट्स या दोन्हींमधील फील्ड्स/कॉलम सारखेच असतील. अधिक चांगल्या प्रकारे समजून घेण्यासाठी ते खाली सूचीबद्ध केले आहेत:

• ट्रिप/Eats आयडी: ट्रिप/ऑर्डर/कुरियरशी संबंधित युनिक आयडेंटिफायर.
• व्यवहार टाइमस्टॅम्प(यूटीसी): व्यवहारावर प्रक्रिया केलेला टाइमस्टॅम्प यूटीसी (कोऑर्डिनेटेड युनिव्हर्सल टाइम झोन) मध्ये DD/MM/YYYY HH:MM:SS फॉरमॅटमध्ये. ऑर्डरसाठी व्यवहार टाइमस्टॅम्प विनंतीपेक्षा वेगळा असू शकतो आणि बिलिंगसाठी ट्रिप कधी रेकॉर्ड केली जाते त्यानुसार ड्रॉप ऑफची तारीख/वेळ असू शकते. व्यवहार टाइमस्टॅम्प क्रमशः निवडलेल्या महिन्यात किंवा निवडलेल्या तारीख श्रेणीमध्ये येतो याच्या आधारे मासिक सीएसव्ही आणि अ‍ॅक्टिव्हिटी रिपोर्ट्स तयार केले जातात.
• विनंतीची तारीख (यूटीसी): DD/MM/YYYY फॉरमॅटमध्ये यूटीसी (कोऑर्डिनेटेड युनिव्हर्सल टाइम झोन) नुसार ट्रिप/ऑर्डर/कुरियर विनंतीची तारीख.
• विनंतीची वेळ (यूटीसी): HH:MM:SS फॉरमॅटमध्ये प्रति यूटीसी (कोऑर्डिनेटेड युनिव्हर्सल टाइम झोन) ट्रिप/ऑर्डर/कुरियर विनंती टाइमस्टॅम्प.
• विनंतीची तारीख (स्थानिक): स्थानिक वेळ क्षेत्रानुसार ट्रिप/ऑर्डर/कुरियर विनंतीची तारीख DD/MM/YYYY फॉरमॅटमध्ये.
• विनंतीची वेळ (स्थानिक): HH:MM:SS फॉरमॅटमध्ये स्थानिक टाइमझोननुसार ट्रिप/ऑर्डर/कुरियर विनंती टाइमस्टॅम्प.
• ड्रॉप-ऑफ तारीख (यूटीसी): ट्रिप/ऑर्डरची पूर्ण तारीख यूटीसीनुसार (कोऑर्डिनेटेड युनिव्हर्सल टाइम झोन) DD/MM/YYYY फॉरमॅटमध्ये.
• ड्रॉप-ऑफ वेळ (यूटीसी): HH:MM:SS फॉरमॅटमधील ट्रिप/ऑर्डर/पूर्ण केलेला टाइमस्टॅम्प प्रति यूटीसी (कोऑर्डिनेटेड युनिव्हर्सल टाइम झोन) टाइमझोन.
• ड्रॉप-ऑफ तारीख (स्थानिक): स्थानिक वेळ क्षेत्रानुसार ट्रिप/ऑर्डर पूर्ण करण्याची तारीख DD/MM/YYYY फॉरमॅटमध्ये.
• ड्रॉप-ऑफ वेळ (स्थानिक): HH:MM:SS फॉरमॅटमध्ये स्थानिक टाइमझोननुसार ट्रिप/ऑर्डर/कुरियर पूर्ण केलेला टाइमस्टॅम्प.
• यूटीसीकडून टाइमझोन ऑफसेटची विनंती करा: टाइमझोन यूटीसी वरून ऑफसेट (उदा. भारतासाठी हे यूटीसी +0530 आहे)
• कर्मचारी तपशील:
• खालील फील्ड्समधील तपशील ट्रिप/ऑर्डर कोणत्या प्रोग्राम अंतर्गत येतात यावर अवलंबून असतात.
  • बिझनेस खात्यावर तयार केलेल्या प्रवास/खाते कार्यक्रमांसाठी - कर्मचारी तपशील
  • सेंट्रल कार्यक्रमांसाठी - अतिथींसाठी सेंट्रल राईड कोण तयार करतो/विनंती करतो याचा तपशील समन्वयक देतो
  • व्हाउचर कार्यक्रमांसाठी - व्हाउचर मोहीम कोण तयार करते याचा तपशील समन्वयक देतो
  • पहिले नाव: संस्थेशी संबंधित असलेल्या कर्मचाऱ्याचे नाव
  • आडनाव: संस्थेशी संबंधित असलेल्या कर्मचाऱ्याचे आडनाव
  • ईमेल: संस्थेशी संबंधित कर्मचाऱ्याचा ईमेल पत्ता
  • कर्मचारी आयडी: बिझनेस खात्यात जोडल्यावर वापरकर्त्याला दिलेला कर्मचारी आयडी (पर्यायी)

• 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