How to Create a Monthly Turo Toll-Recovery Report

A monthly toll-recovery report should explain where every dollar came from and where it went. A dashboard showing only "total tolls" and "recovered" is incomplete if imported, excluded, disputed, or aging charges are hidden.

Define the reporting basis, and pick core financial measures

State whether the report uses transaction month, posting month, trip-end month, submission month, or payment month — different bases answer different questions, so show transaction and recovery timing separately for operations. Include imported toll value, guest-related eligible value, owner/operational use, duplicate and reversed value, matched value, ready-to-bill value, submitted value, paid value, disputed value, and expired/written-off value.

Pick core process measures, and segment the results

Report transaction count, automatic and manual match rates, unmatched count and age, cases nearing deadline, median time from import to match, median time from match to submission, and dispute rate/common reasons. Break down performance by toll provider, vehicle, and reviewer/status, using guest-level reporting only where operationally necessary and privacy-appropriate.

Reconcile opening/closing balances, and add commentary

Show open cases carried into the month, new cases, resolutions, and ending open balance — payment this month may relate to a prior month's trip. Numbers need explanations: note missing provider files, unusual violation batches, tag problems, software incidents, policy changes, or operational use that affected the month.

Avoid misleading metrics

Don't label all imported tolls "recoverable." Don't claim automation savings without measuring staff time. Explain material exclusions and methodology. Kelviz reporting and exports can support a consistent monthly recovery review, subject to currently available product features.

A worked example of what the report should show

$1,200 in tolls imported this month. Of that, $150 was excluded as owner/operational use, $80 was a confirmed duplicate, $920 was submitted and paid, and $50 remains in review with three days left before its deadline. A report that only says "$920 recovered" hides the $50 that's about to become unrecoverable — the exclusions and the still-open cases are exactly what a manager needs to see, not just the completed total.