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ac07a596
Community Member

Report for Project costs

Hi,

 

we've used upwork for a couple of years but now we're increasing its use. This is why we decide to upgrade to plus account also for having more control on reports and costs.

 

One of our main goals is to have a cost report by project.

 

We have project with both fixed-prices than hourly prices contract on it.

 

We'd like to have opportunity to have a report in which i can have list of all costs spent by that project.

 

We'll take a look at Activites Tag but we found they're not the right tool.

 

We needs something similar. A way to attach a "Project Tag" to both fixed prices than hourly contract (also if contract are closed !) so we can ask a report of costs by project.

 

We take a look to do it manually : taking Report --> Time by Activities. Choosing right contract and settings calendar from starting of that project. This is the hourly contract part. Then we have to sum at this fixed price contract taken from Report --> transaction --> Fixed-prices and extracting from CSV the right contract with invoice type. It seems (and it is) a long way to do our report.

 

There is some easy way to do that ?

 

Hope someone can help us.

 

Best Regards.

1 REPLY 1
VladimirG
Community Manager
Community Manager

Hi Alessandro,

 

We understand your question and can definitely advise on how you can access the information you're looking for by using available options and filters in your Transaction History report. I see our Customer Support team already shared steps you can follow so please do check your support ticket and feel free to follow up if you need further guidance. Thank you.

~ Vladimir
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