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

Are there no reporting capabilities for an Upwork Client unless you pay for Upwork Plus?

Highlighted
Active Member
Nancy B Member Since: Nov 13, 2018
1 of 6

I am both an Upwork client and a freelancer. As an Upwork freelancer, I am able to pull detailed invoices and reports for financial bookeeping purposes on my income. I need to do the same as an Upwork client, as these transactions represent my expenses for my business. It seems that every report I try to access as an Upwork Client requires Upwork Plus, the paid version of Upwork. I feel like I am missing something. There must be some basic reporting as part of the free Upwork plan so that you can do some basic financial reporting on the work clients hire out to freelancers.  All I can seem to find is time billed by freelancer (timesheet type information). Help!

Highlighted
Moderator
Avery O Moderator Member Since: Nov 23, 2015
2 of 6

Hi Nancy, 

To find your reports, go to the Reports tab and choose the report that suits your needs. You should be able to access your billing history here. Please note that Clients on an Upwork Basic account may only bulk download invoices in 30-day windows that do not exceed 50 total invoices.

Let me know if this doesn't solve your concern so that I can assist you further. 


-Avery
Untitled
Highlighted
Active Member
Nancy B Member Since: Nov 13, 2018
3 of 6
Everything under the reports menu, when clicked displays a message to
either upgrade to Upwork Plus or dismiss. If you dismiss the window closes
but no access to any report is given. This behavior is the same for every
submenu under reports. So I cannot access any reports as far as I can see.
Please help.
Highlighted
Moderator
Avery O Moderator Member Since: Nov 23, 2015
4 of 6

Hi Nancy, 

Could you please confirm if you are unable to access your Transactions History page? 


-Avery
Untitled
Highlighted
Community Leader
Chad R Member Since: Mar 19, 2015
5 of 6

I can confirm that only the Transactions tab gives any information when you are not an UpWork Plus client.

 

That said, that information is sufficient for me.

 

One small business owner to another, perhaps Wave would make your life easier Nancy B.

Highlighted
Active Member
Yasmin M Member Since: Jan 30, 2018
6 of 6

Nancy, I have come across the same. There is virtually no more reporting access for a Basic account.

TOP SOLUTION AUTHORS
TOP KUDOED MEMBERS