Detailed Transaction Report

To access the Detailed transaction report, log in to your ChargePointDriver Management Solution account and navigate to Reports > Financial > Lease Co > Detailed transaction report. You can find the following information for a driver and/or customer:

Detailed transaction report

Field Name	Description
Organisation Name	Displays the name of the organisation.
Employee name	Displays the name of the employee.
Employer ID	Displays a unique identifier for the employer.
Employer name	Displays the name of the employer.
Driver ID	Displays a unique identifier for the driver.
Driver verification 1	Displays details of driver verification.
Driver verification 2	Displays additional details of driver verification.
Driver Currency	Specifies the currency used by the driver for the transaction.
Job ID	Displays a unique identifier for the installation job.
Customer Account ID	Displays a unique identifier for the customer account.
Authentication Method	Specifies one of following the authentication method for initiating the charging session: ChargePoint Application RFID Card
Billing Method	Specifies the business models used for billing.
Energy (kWh)	Specifies the total amount of energy spent per session.
Power (kW)	Specifies the total amount of power spent per session.
Power Type	Specifies if the power type is AC or DC.
Gross Amount (Org Currency)	Specifies the gross amount before tax. This amount is specified in the currency preferred by the organisation.
Home rate (per kWh)	Specifies the utility rate for the reimbursement per kWbthat the driver has entered in the ChargePoint.
Invoice Date	Displays the invoice creation date.
Invoice Number	Displays the invoice number for the transaction.
Net Amount (Driver Currency)	Specifies the net amount of the reimbursement in the currency preferred by the driver.
Net Amount (Org Currency)	Specifies the net amount of the reimbursement in the currency preferred by the organisation.
EVSE ID	Displays the Electric Vehicle Supply Equipment ID.
Fuel card ID	Displays the Fuel Card ID.
RFID Serial Number	Displays a unique identifier for the driver's Radio Frequency Identification (RFID) card. It allows EV drivers to connect, charge and pay when needed at public charging stations.
Session start	Displays the time and date marking the beginning of the session.
Session end	Displays the time and date marking the end of the session.
Operator Name	Displays the name of the operator.
Station name	Displays the name of the station.
Station Address	Displays the station address.
Station Country	Displays the country in which the station is located.
Station Postcode	Displays the postal code in which the station is located.
Station Town/City	Displays the town/city in which the station is located.
Organisation Currency	Specifies the currency for the transaction used by the organisation.
Transaction Date	Displays the date of the transaction.
Transaction ID	Displays a unique identifier for the transaction.
Transaction type	Specifies the type of transaction. For more information on transaction types, see Transaction Types.
VAT amount	Specifies the value-added tax (VAT) amount.
VAT rate	Specifies the rate of value-added tax (VAT) applied on this transaction.

You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.

Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.

Export (visible columns): Exports only the fields selected in the Show/Hide Columns.

Export (all columns): Exports all connection data fields, regardless of visibility.

Transaction Types

You can find the following transaction types for a customer and/or driver:

• Home installation bundle: Cost of the home charger and the installation service invoiced together as a bundle.

• Monthly driver fee: ChargePointDriver Management Solution fee.

• Home warranty fee: Monthly on-site support fee for a home charger.

• Reimbursement fee: Monthly service fee for automatic reimbursement of charging sessions.

• Home energy session: Cost of energy consumed while charging an EV at home.

• Public session: Cost of charging an EV at a ChargePoint network public or workplace charging station.

• Roaming session: Cost of charging an EV at a ChargePoint partner public charging station.

The invoices for these transactions are sent to your organisation's Accounts Payable via email. See Invoices.