How to manage reporting settings in the Lyft Business Portal

You can email reports on a daily, weekly, or monthly cadence for all of your organization's Concierge branches, Auto Pay accounts, and/or Credits programs, or download monthly reports directly from the Lyft Business Portal.

Beginning on April 1, 2019, the previous month's report will become available for download in the portal on the first day of the next month. For example, a monthly report for April will become available to download on May 1. Current ride data is still available via the 'Ride' tab under each product.

Reports are based on the date that the transaction for the ride is processed and contain data for completed rides requested in Concierge, rides taken by your people using their Business Profile and/or charged to Auto Pay, and rides paid for with credits under their Personal Profile.

Please note that the email address entered must have Lyft Business admin permissions to access reports.


Setting up a specific email recipient to receive automated reports

You can specify different (or all the same) email recipients for reports in the 'Edit' section of each Concierge branch, Auto Pay account, and Credits program.

To specify a primary email recipient for Auto Pay reports:

  1. Log in to the Lyft Business Portal
  2. Click 'Business Profiles'
  3. Click 'Auto Pay'
  4. Select the Auto Pay account you'd like to set up reporting for
  5. Click 'Edit Auto Pay'
  6. Scroll down to the 'Reporting' section
  7. Toggle on the frequency that you'd like to receive reports: monthly (by default), weekly, or daily
  8. If you'd like to receive all ride receipts on a daily cadence, toggle on 'Email all ride receipts' under the 'Additional settings' section
  9. Enter the email address of the primary recipient for these reports in the 'Email Recipient' field
  10. Click 'Save'

To specify a primary email recipient for Concierge reports:

  1. Click 'Concierge'
  2. Click 'Branches'
  3. Select the Concierge branch you'd like to set up reporting for
  4. Repeat steps 6 through 10 from the Auto Pay section above

To specify a primary email recipient for Credits reports:

  1. Click 'Credits'
  2. Click 'Programs'
  3. Select the Credits program you'd like to set up reporting for
  4. Repeat steps 6 through 10 from the Auto Pay section above


Downloading reports directly from the Lyft Business Portal

You can also download monthly reports directly from the Lyft Business Portal for Concierge, Business Profiles and Auto Pay, and Credits from the 'Reports' tab under each product in the left sidebar. At this time, only monthly reports are available for direct download.

Learn more about downloading reports for:

Tip: If you download reports directly from the portal and open them using Excel, you may experience truncated numbers in the Ride ID and phone number fields due to a setting in Excel. To change this setting, follow the steps below:
  • Highlight the cell(s)
  • Click 'Format', then 'Cells' from the top menu
  • On the left sidebar, click 'Number'
  • Click 'OK'

Once you've changed this setting, quit Excel and re-open the original file. Your Ride ID's and phone numbers should then be fully restored.