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Reports: Credits

Taylor F
Updated

From time to time, HopSkipDrive may issue a credit for charges incurred on a ride. You can learn more about reviewing ride credits in RideIQ and on your invoices in this article. 

Use RideIQ Reports to generate a report of ride credits issued to your account. You can further filter the credits report by Rider, Rider Category, and Tags. 

Follow the steps below to generate a  credits report:

  1. On the Reports page, in Date, select the time period you want to report on. You can generate data for up to 12 months.

  2. In Filter by Status, select Credits and ensure all other statuses are not selected.


  3.  Select additional filters as desired. You can filter by:

    • Riders: By default, your report will include all Riders. To see results for a specific Rider or Riders, remove the All Riders filter, then select all desired Riders or type of Rider.

      This option works best when reviewing results for a small number of Riders. For larger groups, you may want to use the Rider Category or Tag options. 



    • Categories: Use this filter to see results for all Riders in the selected Categories. To select a specific Category or Categories, remove the All Categories filter, then select all desired Categories. 

      In the Categories section, General Education is selected.

    • Tags: Use this filter to see results for rides with specific tags. Tags are created by your organization and apply at the ride level. To select a specific Tag, begin typing, then select from the list. 

      The Tags section with Early Release Day applied as a filter

  4. If desired, you can group your results to make it easier to review the data. You can group by Rider, Category, or Residence District. Note that Residence District is only available when you select Shared Riders Only in the Riders filter.  


  5. Click Apply Filters to run your report. Once you have run your report you can:

Learn more