Reports and exports
Revenue, rides, conversion and payments to chase, plus CSV files for your accountant and QuickBooks.
- Who:
- Owners, admins and accountants
Reports & payments covers completed rides over the last six months.
The numbers
- Revenue, 6 months, completed rides and average ride.
- Requests won: the share of booking-page requests that became rides.
- Collected: what's actually been received on completed rides.
- Revenue by month, by service and by vehicle class.
Payments to chase
Completed rides that aren't fully paid, and upcoming rides with only a deposit. Click any to open it and record a payment or send the pay link.
Exports for your accountant
CSV files that open in Excel, Google Sheets or QuickBooks. Choose the dates, then download:
| File | Contains |
|---|---|
| Rides | Every ride by date |
| Payments received | Each payment, method and amount |
| Invoices (QuickBooks import) | One row per ride, in QuickBooks Online's "Import invoices" layout, item "Chauffeured transportation" |
| Vehicle expenses | The service log: date, vehicle, plate, what was done, odometer and cost |
Text a customer typed is made safe, so a spreadsheet can't run it as a formula.