Receiving monthly autopay reports by email
Learn more about how you can receive monthly emailed reports per program for monthly autopay in this article.
In this article, we'll cover:
What are transaction reports?
Transaction 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 for rides paid for with a Lyft Pass.
Please note that the email address entered must have Lyft Business admin permissions to access reports.
When can I receive these?
You can email reports on a daily, weekly, or monthly cadence for all of your organization's Business Travel, Concierge and Lyft Pass programs, or download monthly reports directly from the Lyft Business Portal.
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 history' tab under each product.
How to set up a specific email recipient to receive automated reports
You can specify email recipients for reports in the ‘Edit’ section of each Business Travel, Concierge or Lyft Pass program.
To specify a primary email recipient for Business Profiles reports:
- Log in to the Lyft Business Portal
- Click ‘Business Profiles’
- Navigate to ‘Business profiles’ then click on ‘Add program’
- Enter program settings, including name and receipt forwarding provider
- Scroll down to the ‘Billing & reporting’ section
- Toggle on the frequency that you'd like to receive reports: monthly (by default), weekly, or daily
- Enter the email address of the primary recipient for these reports in the ‘Email Recipient’ field
To specify a primary email recipient for Concierge reports:
- Click ‘Concierge’
- Click ‘Programs’
- Select the Concierge program you'd like to set up reporting for
- Click ‘Edit program’
- Repeat steps 5 through 7 from the Business Profiles section above
To specify a primary email recipient for Lyft Pass program reports:
- Click ‘Lyft Pass’
- Click ‘Programs’
- Select the Lyft Pass program you'd like to set up reporting for
- Click the three-dot icon next to + Share Passes or + Add people in the top right corner
- Click ‘Edit’
- Scroll down to the ‘Additional settings’ section and click the pencil icon in the ‘Reporting’ field
- Enter the email address of the primary recipient for these reports in the ‘Email Recipient’ field
- Click ‘Save’
How to set up monthly autopay and receipts
If you use monthly autopay (rides are charged to the specific program's assigned credit card on a monthly basis), you can also receive a statement PDF by email and a separate email containing a monthly receipt once your credit card is charged for that program. You can expect to receive your monthly invoice by the 5th of every month and monthly receipts after payment on the 15th of every month.
If you want to receive monthly statements and receipts, you can set this up by adding your email to the ‘reporting contact’ section of your program to receive monthly statements. If you’ve already added a reporting contact, these will be automatically sent.
Note: There can only be one reporting contact per program.
FAQs
Can I add more than one person as a reporting contact?
Currently, we only allow one reporting contact per program. We recommend setting up an email distribution list and adding that distribution email to the reporting contact if you wish for multiple people to receive the reports.
Can the statement or receipt be re-sent if the Reporting contact is not filled out in time?
Statements cannot be re-sent if the reporting contact is not filled out in time. However, if you need a receipt, please contact us.
What transactions are the receipts for?
Monthly autopay programs are charged on a per-program basis. So, receipts will be 1:1 with the program’s monthly usage.