报告 - CSV

优步企业版提供多种报告文件，帮助组织完成对账、税务报告和内部合规流程。 CSV 是报告文件的一部分，将于每月 1 号自动生成上个月的交易记录。CSV 文件分为以下两类：

• 每月 CSV：每月 CSV 报告包含特定月份各项活动/交易的详细信息，您可以从“账单”标签卡下载，或者在每月发送的电子邮件（含明细）中查看。
• 活动报告：主页上的活动报告为筛选后的视图，显示了各员工/方案/商店在所选时间范围内进行的活动。请参阅此页面，查看有关下载活动报告的详细说明。

获取 CSV 文件

每月 CSV 和明细 PDF 将于每月 1 号通过电子邮件发送给所有管理员以及公司账号的明细接收人。

CSV 文件的下载链接有效期为 30 天，链接过期后，您可以按照以下说明下载文件：

1. 登录 business.uber.com
2. 选择左侧的账单
3. 在明细下方找到相应的月份
4. 点击下载，然后选择“交易 CSV”旁边的下载箭头，即可下载该月交易的详细 CSV

活动报告需手动下载，且仅可通过电子邮件发送给在优步企业版主页上筛选报告的用户。 请参阅此指南，查看有关下载活动报告的详细说明。

内容：

CSV 月度报告和活动报告中的字段/列是相同的。为便于理解，请参考以下列表：

• 行程/Uber Eats 优食编号：与行程/订单/派送员相关的唯一标识符。
• 交易时间戳（协调世界时）：交易处理时间戳（采用“年/月/日 时:分:秒”格式的协调世界时）。订单的交易时间戳可能不同于派单和送达日期/时间，具体取决于创建行程账单的时间。是否生成 CSV 月度报告和活动报告取决于交易时间戳是否处于所选的月份或日期范围内。
• 预约日期（协调世界时）：行程/订单/派送员预约日期（采用“年/月/日”格式的协调世界时）。
• 预约时间（协调世界时）：行程/订单/派送员预约时间戳（采用“时:分:秒”格式的协调世界时）。
• 预约日期（本地时间）：行程/订单/派送员预约日期（采用“年/月/日”格式的本地时区）。
• 预约时间（本地时间）：行程/订单/派送员预约时间戳（采用“时:分:秒”格式的本地时区）。
• 送达日期（协调世界时）：行程/订单完成日期（采用“年/月/日”格式的协调世界时）。
• 送达时间（协调世界时）：行程/订单完成时间戳（采用“时:分:秒”格式的协调世界时）。
• 送达日期（本地时间）：行程/订单完成日期（采用“年/月/日”格式的本地时区）。
• 送达时间（本地时间）：行程/订单/派送员完成时间戳（采用“时:分:秒”格式的本地时区）。
• 预约时区相对于协调世界时的偏移量：时区相对于协调世界时的偏移量（例如，印度时区为 UTC +0530）
• 员工详细信息：
• 以下字段下方的详细信息取决于行程/订单所采用的方案。
  • 针对通过公司账号创建的行程/Uber Eats 优食方案 - 员工详细信息
  • 针对优步礼宾版方案 - 协调员详细介绍为宾客创建/预约礼宾行程的人员
  • 针对代用券方案 - 协调员详细介绍创建代用券方案的人员
  • 名字：与组织关联的员工名字
  • 姓氏：与组织关联的员工姓氏
  • 电子邮箱：与组织关联的员工电子邮箱地址
  • 员工编号：将用户添加到公司账号时指定的员工编号（可选）

• 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