Receiving downloadable transaction reports by email

You can email reports on a daily, weekly, or monthly cadence for all of your organization's Concierge programs, accounts with direct billing, and/or Lyft Pass 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 direct billing, and rides paid for with a Lyft Pass 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, Lyft Pass or direct billing program.


To specify a primary email recipient for direct billing reports:

  1. Log in to the Lyft Business Portal
  2. Click Business Profiles
  3. If your company has direct billing set up, navigate to Navigate to ‘Business Profiles’ then click on ‘Add program
  4. Enter program settings, including name and receipt forwarding provider
  5. Scroll down to the Reporting section
  6. Toggle on the frequency that you'd like to receive reports: monthly (by default), weekly, or daily
  7. If you'd like to receive all ride receipts on a daily cadence, toggle on Email all ride receipts under the Additional settings section
  8. Enter the email address of the primary recipient for these reports in the Email Recipient field
  9.  

To specify a primary email recipient for Concierge reports:

  1. Click Concierge
  2. Click Programs
  3. Select the Concierge program you'd like to set up reporting for
  4. Click Edit program
  5. Repeat steps 5 through 10 from the direct billing section above


To specify a primary email recipient for Lyft Pass program reports:

  1. Click Lyft Pass
  2. Click Programs
  3. Select the Lyft Pass program you'd like to set up reporting for
  4. Click the 3-dot icon next to + Share Passes or + Add people in the top right corner
  5. Click Edit
  6. Scroll down to the Additional settings section and click the pencil icon in the Reporting field
  7. Enter the email address of the primary recipient for these reports in the Email Recipient field
  8. Click Save

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