Updating Agency & Freelancer Reports

[VladimirG]

To streamline the information available in your Reports tab, we’re consolidating the nine different reports agencies and freelancers use to track data, into one single report that will house all hourly and fixed-price contract data. The new consolidated report called My Reports, will be available to all users via Reports > My Reports, and will include the same data that’s available to you today, but now in one customizable view and with additional richer data.

The My Reports page has greater filtering abilities and introduces customizable column options which will allow all users, Basic and Plus, to further customize display preferences and access a greater variety of data on a single page. This includes richer fixed-price and hourly contract data, and new Payment Type and Payment Description filters. Along with more prominent features like the ability to discern between manual, active, and exceeded hours (when hours run over the weekly limit contact limit set by a client). As well as several advanced filtering options for Plus members like the ability to filter by Milestones and months. And new Agency Plus filters to separate data by Clients and Teams.

OLD View:

NEW View:

For Freelancers, My Reports will house all of the data from: Timesheet Details, Time Analyze, Timelogs, and Weekly Timesheet reports, into a new consolidated view. Your other reports will stay the same. This means you will still be able to access Overview, Lifetime Billings by Client, Connects History, Transaction History and Certificate of Earnings directly from the Reports tab as you currently do.

For Agencies, My Reports will house all of the data from: Timelogs, Weekly Agency Timesheet by Freelancer, Weekly Agency Timesheet by Client, Agency Timesheet Details and Time Analyze reports. Agencies will also have access to the Earnings Overview and Weekly Summary by Freelancers reports. The other reports, Transaction History, Lifetime Billings by Client and Connects History will remain as they currently are.

Users on the Freelancer and Agency Basic membership plan will have access to the same data they have today along with some additional data and options but will need to upgrade in order to access a few advance filtering options.

The new My Reports page will be rolling out this week and is mobile-ready. They will also be fully accessible through the Upwork Freelancer app soon. The reports that were consolidated will be retired in the coming months.

Let us know if you have any questions.

[g_vasilevski]

Hi Sedat,

I just checked your account and under the Reports tab you can access your report "Earnings by Client" or "Lifetime Billings by Client".
Are you not seeing these 2 reports on your end or you were referring to another one? Thank you.

[robin_hyman]

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Valeria K wrote:

Hi Robin,

That information can now be accessed through My Reports where you can view Summaries by Client for any time period, group them and customize columns. There is also an option to download CSV report and further customize that information. 

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Thanks Valeria!

[merrill-rachel]

This is all I get under My Reports. I can download a CSV of my current weekly summary, all other option are grayed out.

[sedatozhan]

Hi Goran

It directs to another report

“The Earnings by Client report has been removed. To view details of your earnings for a specific client, select the amount in the Total Billed column“

Best regards

Sedat

[m_terrazas]

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Rachel M wrote:

This is all I get under My Reports. I can download a CSV of my current weekly summary, all other option are grayed out.

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You must pay for "Upgrade to Freelancer Plus to access this feature" 

[merrill-rachel]

That's what I have also. It's still listed in the dropdown, but when you click on it, you get the message it's been removed. The new My Reports feature is limited to showing the current week. I want a report that will show all of my earnings for the current year, and will automatically include all clients I've worked with this year. That's what the old Earnings by Client allowed. 

[merrill-rachel]

Great, so a feature we had for free before is now behind a paywall. 

I paid for the plus account for a long time, but stopped because I'm working a longterm contract with one client for the foreseeable future, and the plus account is really only helpful when you're searching for jobs.

[m_terrazas]

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Goran V wrote:

Hi Sedat,

I just checked your account and under the Reports tab you can access your report "Earnings by Client" or "Lifetime Billings by Client".
Are you not seeing these 2 reports on your end or you were referring to another one? Thank you.

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This is all very confusing. With how easy it was before.

I am trying to view old invoices and I cannot.
In "Transaction History" I cannot choose a period previous than May.

[smartglobe]

Until few months ago, whenever I click "Transaction history" and select a particular period of time to display, I get the total sum of credits and debits at the end. That is, I can see the total amount I have earned in a month, in 3 months, 6 months or a year easily without having to calculate it myself. That feature disappeared sometimes ago and I turned to "Earnings by Client" as it served that purpose as well. Just few days ago, Earnings by Client vanished too! But I saw a new feature that shocked me; now, it's either I pay Upwork to see the total amount I have earned within a particular period or I use my calculator. Apparently, Upwork is tactically 'compelling' me to upgrade to Freelancer Plus.

[iaabraham]

Wow I am late to this thread but catching up as I just noticed we now have to pay (membership) to access very basic features. This is utterly shameful.

What on earth does Upwork do with the 10%-20% + membership fees + any other money it collects from users?? Soon you will be charging us every time we log into the site and/or for every site page we access on Upwork. (And no, that is not a feature suggestion!)

A thousand kudos to everything Steven said + the other concerns noted by freelancers here.