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New Update to Transaction History Reports

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Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
1 of 35

Hi all,

 

This week we updated the Transaction History page for freelancers, agencies and clients. The new page includes more filtering options to provide a clearer view of your transactions and is also now mobile optimized so you can readily view your transactions from your mobile device.

 

The main changes have been highlighted below:

 

1. Total summary segment is now available under the "Balance amount" modal and it appears in the form of a pop-up after selecting the balance amount link.

2. Creating a new "Filters" button to house both transaction type and entity filters.

3. Expanding the filtering functionality by enabling multiple filters. 

4. New overall design.

 

You can see the comparison between the previous and new Transaction History design and options displayed in the screenshots below. We welcome your feedback and suggestions on these changes.

 

Previous Experience

Old TH1.png

 

New Experience

TH2.png

 

TH3.png


Using Multiple Filters

TH4.png

 

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Ace Contributor
Patrice M Member Since: Feb 14, 2015
2 of 35

I just took a look at the Transaction History report, and it has changed. Previously, there was a summary at the bottom of the report of the activity for the given time period, per image I have uploaded. I suppose I would have to download a csv or something to get such information now. Any chance that the summary could be restored?

 

summary-2018.png

 

P.S. I didn't receive any communication about these report changes via e-mail, was a message sent to freelancers and agencies?

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Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
3 of 35

Hi Patrice,

 

Thanks for the question, I'll check the summary information you're referring to with our team and follow up with an update as soon as possible.

 

Regarding the most recent Reports update announced here, I checked and see you are yet to be moved to the new consolidated Reports.

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Community Guru
Nichola L Member Since: Mar 13, 2015
4 of 35

It's a mess. Something that was mega easy to follow now a complicated mass of different pages. Way to go Upwork. 

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Community Leader
Kevin C. N Member Since: Oct 4, 2016
5 of 35

Hey guys! Is it just me or has the segment with the "total credits", "total debits", etc. been removed from the Transaction history? It used to show up at the bottom right and I found it really useful to quickly check earnings/expenses in a given timeframe.

If indeed it has been removed, just expressing my vote in favor of having it back!

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Community Guru
Jennifer M Member Since: May 17, 2015
6 of 35

Kevin C. N wrote:

Hey guys! Is it just me or has the segment with the "total credits", "total debits", etc. been removed from the Transaction history? It used to show up at the bottom right and I found it really useful to quickly check earnings/expenses in a given timeframe.

If indeed it has been removed, just expressing my vote in favor of having it back!


Dang dude you are right. WT?????????????????????????  This was the only way to get a quick total of your date range. Who on earth decided this was a good idea?

 

I FEEL RAGE RIGHT NOW

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Community Guru
Nichola L Member Since: Mar 13, 2015
7 of 35

Jennifer M wrote:

Kevin C. N wrote:

Hey guys! Is it just me or has the segment with the "total credits", "total debits", etc. been removed from the Transaction history? It used to show up at the bottom right and I found it really useful to quickly check earnings/expenses in a given timeframe.

If indeed it has been removed, just expressing my vote in favor of having it back!


Dang dude you are right. WT?????????????????????????  This was the only way to get a quick total of your date range. Who on earth decided this was a good idea?

 

I FEEL RAGE RIGHT NOW


___________________________

 

SO DO I!! 

 

What on earth is upwork doing? I hope this is a glitch. Why, why, why change something that actually worked? 

 

ETA: Could a mod just explain the daft mentality behind this change? Why does one now have to click on multiple pages for details, when before it was all on one page?  

OK I have just seen the announcements and I should have read that thread more carefully. Whatever  - the new system sucks and I can't even see the latest (small) contract I had. 

 

 

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Community Guru
Jennifer M Member Since: May 17, 2015
8 of 35
Thank you nichola for pointing that out. 😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡😡
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Community Leader
Kevin C. N Member Since: Oct 4, 2016
9 of 35

Just in case someone else wants to express their opinion, conversation continues here

https://community.upwork.com/t5/Announcements/Updating-Agency-amp-Freelancer-Reports/m-p/718782#M393...

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Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
10 of 35

Hi Kevin, Jennifer, Nichola, Maria, 

 

All credits/debits as well as other transaction types are still available and have been moved under the Filters tab, please see the screenshot below. The same is true for the "Clients" drop-down menu. I've asked for an update regarding the total summary info and will update the thread once we receive more information.

Transaction History.png

 

To clarify, note that this announcement is related to consolidating different reports into one new report but as mentioned in the post, Overview, Earnings by Client, Lifetime Billings by Client, Connects History, Transaction History and Certificate of Earnings aren't included in this update. The changes you're seeing on the Transaction History page are unrelated to this Reports update, which we haven't rolled out yet. We'll share your feedback regarding the total section with our team but do note that all the other info is still available on the Transaction History page. Thanks for sharing your feedback and apologies for the confusion the recent update of this page has created.

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