View transaction reports in the Lyft Business Portal

The Reports tab under Business profiles, Concierge, and Credits in the left sidebar of the Lyft Business Portal provides you reporting for all rides taken by your employees using their Business Profile.

Business profile and Auto Pay reports

It's important to understand that there are two different types of reports you can download:

  • Business profile reports: Employee rides taken using a business profile that were not charged to the company card
  • Auto Pay account-specific reports: Employee rides taken using a business profile that were charged to the company card, specific to the Auto Pay accounts within your Lyft Business account

By default, the first set of reports you will see whenever you click on the Reports tab is Showing for: business profiles. This means you are currently viewing downloadable monthly reports for rides taken under a business profile that were not charged to the company card.

BP_Reporting.png


To change the report you are currently viewing from business profiles to Auto Pay group-specific reports:

  1. Click on the Showing for: Business Profiles status upper right corner
  2. A drop-down box will appear with the names of all Auto Pay accounts under your organization
  3. Choose the specific Auto Pay account you'd like to download monthly reports for


To download an Auto Pay report:

  1. After changing the view to the correct Auto Pay account, find the month you wish to download a report for
  2. Select Download CSV and the file will automatically begin to download

Concierge reports

Your Concierge branches are listed in alphabetical order, meaning the first set of reports you will always see by default when you click the Reports tab is the branch name that comes first alphabetically.

To change what Concierge branch you are currently viewing reports for:

  1. Click on the Showing for: status in the upper right corner
  2. A drop-down box will appear with the names of all Concierge branches under your organization
  3. Choose the specific branch you'd like to download monthly reports for

Concierge_Reporting.png


To download a Concierge report:

  1. After changing the view to the correct Concierge branch, find the month you wish to report on
  2. Select Download CSV and the file will automatically begin to download

Credits reports

Your Credits programs are listed in alphabetical order, meaning the first set of reports you will always see by default when you click on the Reports tab is the Credit program name that comes first alphabetically.


To change what Credit reports you are currently viewing:

  1. Click on the Showing for: status in the upper right corner
  2. A drop-down box will appear with the names of all Credit programs under your organization
  3. Choose the specific Credit Program you'd like to download monthly reports for

Credits_Reporting.png


To download a Credits report:

  1. After changing the view to the correct Credit Program, find the month you wish to report on
  2. Select Download CSV and the file will automatically begin to download

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