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"?
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!
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.
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.
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.
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.
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?
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?