Reply
cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Updating Agency & Freelancer Reports

Highlighted
Community Leader
Jared K Member Since: Dec 12, 2015
71 of 128

This is all my profile shows. Costumer service said our profiles would no longer show the monthly, quarterly, etc. and that it wasn't a glitch in my profile. Yours is still showing the monthly, quaterly, yearly reports under "Earnings by Client"?

Highlighted
Active Member
Sara R Member Since: Dec 29, 2016
72 of 128

Hello,

I found this report to be very useful and can't believe they have taken if down. I used it often especially at the end of the year. I'm not even sure now how I will go about determining my yearly earnings. I'm bummed that it is gone!

Sara

Highlighted
Community Leader
Jared K Member Since: Dec 12, 2015
73 of 128

Yes, and I'm not sure why Upwork took it down and didn't announce anything. Sure we can use the certificate of earnings, but like you said this was so much more convienient.

Highlighted
Community Guru
Petra R Member Since: Aug 3, 2011
74 of 128

Why don't you use your transaction history, which lets you customize the reports you run just about any way you like with the filters.

Highlighted
Active Member
Anna B Member Since: Sep 23, 2019
75 of 128

The Earning by Client report was easier. Transaction history does not summarise the number of my earnings for each month, it was so much easier for my accountancy. Now it's just more steps to do before I see the result of the month. 

Highlighted
Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
76 of 128

Hi Jared, Sara and Anna,

 

Thanks for sharing your feedback. I'd like to follow up and advise how you can use other available reports to access the information you're looking for.

 

For accessing total earnings per month or any date range by a client, you can use the Earnings by Client report. Users on Basic membership can also download the CSV and manually group the information.

Reports New.png

 

Total hours and earnings in Reports, Earnings by Client report or Certificate of Earnings all provide information about monthly earnings that freelancers can use to apply for disability benefits, report their income for tax purposes, etc. We would recommend using the Certificate of Earnings report as a more official way of sharing this information as it includes a signature from an Upwork representative. 

 

We do recognize that the approach to using Reports for some freelancers will need to change and we are here to help guide you during this transition. Some of the processes you shared with us we didn’t anticipate since the Reports data (both in the previous and new versions) were designed to be used for a different purpose. Please feel free to reach out to us here and we’ll gladly help with navigating new Reports and identifying information you’re looking for.

Highlighted
Active Member
Anton N Member Since: Oct 29, 2018
77 of 128

Hello Vladimir,

 

The new report doesn't shows fees taken by Upwork like old "Earnings by client" does.

 

Regards,

Anton

Highlighted
Community Guru
Robin H Member Since: May 28, 2019
78 of 128

Today I learned this report has been removed. Why? Will it be replaced by something similar?

 

I use the report weekly to determine my monthly earnings. 

 

Anyone else notice this?

Highlighted
Moderator
Valeria K Moderator Member Since: Mar 6, 2014
79 of 128

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. 

~ Valeria
Untitled
Highlighted
Active Member
Rachel M Member Since: Jul 7, 2018
80 of 128

I don't see a Summaries by Client Option, only Lifetime Billings by Client, which doesn't allow any kind of grouping or filtering. I used the Earnings by Client, filtered by Current Year, to keep track of my yearly earnings, and pay my quarterly taxes. Did it not occur to Upwork that this is a very important metric for freelancers? How do I see my Year to Date earnings at a glance, without downloading a CSV and using Excel?

TOP KUDOED MEMBERS