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Updating Agency & Freelancer Reports

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Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
1 of 137

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:

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Screen Shot 2020-03-24 at 5.27.30 PM.png

 

 

NEW View:

 

New 3-2.png

 

New 2-2.png

 

New 2-1.png

 

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.

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Active Member
Subbu M Member Since: Apr 9, 2019
2 of 137

Just noted that Upwork has added so called "Newer & Faster" reports - apparently to be made default later this month ... Essentailly it simply gives 1 (default) option to "analyze" the report. Any other option you click asks you to "Upgrade" to the "Plus" account ! What is this ? Essentially they have removed features and then ask you to upgrade to features that you already had ?! (& then on top make that the only default option ?) ... I think Upwork is getting more desperate by the day.

 

EDIT - I am talking about Timesheet related reports.

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Moderator
Joanne Marie P Moderator Member Since: Nov 26, 2017
3 of 137

Hi Subbu,

 

Users on the Basic plan will have access to the same data, but will not be able to group by months and weeks, or by clients/teams (for an agency). That said, all will have access to richer data including fixed-priced and hourly contract data. 

 

The information in the nine previous reports will be combined in a single report, and you can use new filters to customize the display. This report is free and includes richer data for all users.

Some new filters offer more advanced data reporting. To access more advanced reports, you can upgrade to Agency Plus or Freelancer Plus.


-Joanne
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Active Member
Gabriela P Member Since: Nov 4, 2010
4 of 137

There is no richer information available as you mention. No filter is available for the free plan and no other possibility to group the information in any useful way for the free accounts. 

The freelancers MUST upgrade their accounts in order to use any filter.

Day by day, Upwork become more and more greedy.

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Community Guru
Joan S Member Since: Mar 18, 2019
5 of 137

In my opinion, Joanne, the new "My Reports" is abysmal and I will never use that report. What on earth was Upwork thinking?

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Active Member
Michael S Member Since: Aug 24, 2018
6 of 137

Hi there.

 

Since logging in to my Freelancer Account today,

I can no longer access the Time Analyze and Weekly Timelog. I used to use these very often to project & track Bills & Earnings. Now, only a weird "Weekly Summary" comes up, asking to upgrade to Freelancer Pro as well.

 

Does anyone else encounter this issue? If these 2 were removed, it'd make   breaking down Hourly Billing more cumbersome.. 

 

Best,

Mike.

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Community Guru
Elba A Member Since: Feb 28, 2017
7 of 137

Michael S wrote:

Hi there.

 

Since logging in to my Freelancer Account today,

I can no longer access the Time Analyze and Weekly Timelog. I used to use these very often to project & track Bills & Earnings. Now, only a weird "Weekly Summary" comes up, asking to upgrade to Freelancer Pro as well.

 

Does anyone else encounter this issue? If these 2 were removed, it'd make   breaking down Hourly Billing more cumbersome.. 


See the announcement here.

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Community Guru
Sarah B Member Since: Dec 15, 2017
10 of 137

That's a really annoying development.

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Moderator
Avery O Moderator Member Since: Nov 23, 2015
10 of 137

Hi Steven, 

I'm sorry to learn that this change has been an inconvenience for you. Here is a link to the announcement post, and the help article for more information about this change. Users on the Basic plan will have access to the same data, but will not be able to group by months and weeks, or by clients/teams (for an agency). That said, all will have access to richer data including fixed-priced and hourly contract data.


-Avery
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Community Guru
Joan S Member Since: Mar 18, 2019
10 of 137

Richer data, Avery? On what planet? You took away "timesheet details" that had great data and put a horrible "My Reports" that I will never ever use!!!

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