Reports

The Reports page allows you to generate and download reports for accounting, reconciliation, and analysis purposes.

Accessing Reports

Click Reports in the left navigation menu to open the Reports page.

Available Reports

Refund Report

Generate a CSV report of all refunds processed within a specified time period.

Refund Report Columns

Column	Description
date	Date the refund was processed
time	Time the refund was processed
refundId	Unique identifier for the refund
chargeId	Identifier of the original charge
fundingSourceId	Payment method identifier
status	Final status of the refund
refundAmount	The amount refunded
request.createdBy	Staff member who processed the refund
request.reason	Reason provided for the refund
customer.zohoId	Customer's Zoho CRM identifier
customer.firstName	Customer's first name
customer.lastName	Customer's last name
customer.email	Customer's email address
tapOn.date	Date of the tap-on event
tapOn.time	Time of the tap-on event
tapOn.stop	Stop/station where the tap-on occurred
tapOn.route	Route number at tap-on
tapOff.date	Date of the tap-off event
tapOff.time	Time of the tap-off event
tapOff.stop	Stop/station where the tap-off occurred
tapOff.route	Route number at tap-off

Ghost Riders Report

Generate a CSV report of funding sources that have transaction activity but are not linked to a customer record in the system.

The ghost riders report helps identify:

• Funding sources with transactions but no associated customer details
• Passengers who may need to be contacted to complete their profile
• Data quality issues that need attention

This report is useful for customer outreach and ensuring complete customer records.

Ghost Riders Report Columns

Column	Description
fundingSourceId	Payment method identifier
firstSeenDate	Date the funding source was first used
firstSeenTime	Time the funding source was first used
lastSeenDate	Date the funding source was most recently used
lastSeenTime	Time the funding source was most recently used
totalTapOns	Total number of tap-on events
totalTripsCompleted	Number of completed trips (with tap-off)
totalChargedAmount	Total amount charged to this funding source
totalSettledAmount	Total amount that has been settled
totalRefundedAmount	Total amount refunded to this funding source
routes	Routes this funding source has been used on

Generating a Report

Step 1: Select the Year

Click the Year dropdown and select the desired year:

• The current year is selected by default
• Previous years are available for historical reporting

Step 2: Select the Month

Click the Month dropdown and select the time period:

Option	Description
Full year	Generate a report for the entire selected year
January - December	Generate a report for a specific month

Step 3: Download the Report

Click the Download CSV Report button to generate and download the report.

• The report will be downloaded as a CSV file
• The file can be opened in Excel, Google Sheets, or other spreadsheet applications

Working with Report Data

Opening the CSV File

1. Locate the downloaded file (usually in your Downloads folder)
2. Double-click to open in your default spreadsheet application
3. Or right-click and choose "Open with" to select a specific application

Tips for Working with Reports

• Filter data - Use spreadsheet filters to analyze specific subsets of data
• Create pivot tables - Summarize refund data by date, status, or staff member
• Calculate totals - Sum refund amounts for accounting reconciliation

Common Tasks

Monthly Reconciliation

To generate a monthly refund report for accounting:

1. Select the appropriate Year
2. Select the specific Month
3. Click Download CSV Report
4. Open the CSV in your spreadsheet application
5. Sum the refund amounts for the total monthly refund value

Year-End Reporting

To generate an annual refund summary:

1. Select the appropriate Year
2. Select Full year for the month
3. Click Download CSV Report
4. Analyze the data for annual trends and totals

Comparing Periods

To compare refund activity across periods:

1. Generate reports for each period you want to compare
2. Open both CSV files
3. Compare totals, volumes, or create charts to visualize trends

Best Practices

• Regular exports - Download reports regularly for backup and offline analysis
• Archive reports - Save copies of reports for historical reference
• Verify totals - Cross-check report totals with the Refunds page for accuracy

Next Steps

• Review refund details for specific transactions
• Check the Overview for visual trends