報告 - CSV

Uber for Business 提供多種報告文件，協助機構處理對賬、稅務申報和內部合規程序。 CSV 檔案亦包括在報告文件內，並會在每個月的第 1 日自動生成，列出上月的交易。CSV 檔案設有兩種方式：

• 每月 CSV：每月 CSV 報告包含當月每項活動/交易的詳細資料，可在「收費」標籤頁下載，亦可於每月附上結算單的電郵內查看。
• 活動報告：首頁上的活動報告篩選列出個別員工/計劃/地點和在所選時間範圍內的帳戶活動。請參閱此頁面查看有關下載活動報告的詳細指示。

存取 CSV 檔案

每月 CSV 以及結算單 PDF 會在每月第 1 日透過電郵傳送給商務帳戶的所有管理員及結算單收件人。

CSV 的下載連結會在 30 日內有效，期限之後可按照以下指示下載檔案：

1. 登入 business.uber.com
2. 選擇左側的「收費」
3. 在「結算單」下方尋找合適的月份
4. 按一下「下載」，然後選擇「交易 CSV」旁邊的下載箭咀，即可下載該月交易的詳細 CSV

活動報告可在手動提取後顯示，並只會透過電郵傳送給在企業管理中心首頁篩選報告的用戶。 請參閱此指南查看有關下載活動報告的詳細指示。

目錄：

每月 CSV 報告和活動報告的欄位/直欄相同。為方便你了解相關項目，以下列示：

• 行程/Uber Eats 編號：與行程/訂單/送遞相關的獨特識別碼。
• 交易時間戳 (UTC)：UTC (世界協調時間) 的已處理交易時間戳，格式為 DD/MM/YYYY HH:MM:SS。訂單的交易時間戳可能與預約及送達的日期/時間不同，視乎系統為收費而記錄行程的時間而定。每月 CSV 和活動報告分別根據交易時間戳是否在所選月份或日期範圍內而產生。
• 預約日期 (UTC)：根據 UTC (世界協調時間) 的行程/訂單/送遞預約日期，格式為 DD/MM/YYYY。
• 預約日期 (UTC)：根據 UTC (世界協調時間) 的行程/訂單/送遞預約時間戳，格式為 HH:MM:SS。
• 預約日期 (本地時間)：根據本地時區的行程/訂單/送遞預約日期，格式為 DD/MM/YYYY。
• 預約日期 (本地時間)：根據本地時間的行程/訂單/送遞預約時間戳，格式為 HH:MM:SS。
• 下車日期 (UTC)：根據 UTC (世界協調時間) 的行程/訂單完成日期，格式為 DD/MM/YYYY。
• 下車時間 (UTC)：根據 UTC (世界協調時間) 時區的行程/訂單完成時間戳，格式為 HH:MM:SS。
• 下車日期 (本地時間)：根據本地時間的行程/訂單完成日期，格式為 DD/MM/YYYY。
• 下車時間 (本地時間)：根據本地時間的行程/訂單/送遞完成時間戳，格式為 HH:MM:SS。
• 抵消與 UTC 的預約時區偏差：抵消與 UTC 的時區偏差 (例如印度是 UTC +0530)
• 員工詳細資料：
• 以下欄位內的詳細資料視乎行程/訂單所屬的計劃而定。
  • 透過商務帳戶建立的交通/Uber Eats 計劃 - 員工詳細資料
  • Uber Central 計劃 - 為客人建立 Uber Central 行程/進行預約的統籌員詳細資料
  • 代用券計劃 - 負責建立代用券推廣活動的統籌員詳細資料
  • 名字：與機構相關的員工名字
  • 姓氏：與機構相關的員工姓氏
  • 電郵：與機構相關的員工電郵地址
  • 員工編號：用戶被加至商務帳戶時獲提供的員工編號 (選填)

• 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