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Data extracts for reporting

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Keith C Member Since: Sep 11, 2017
1 of 2

Hi all

 

I like to run monthly reports using the Upwork data, i.e transactions, contracts, client lists etc.

 

It got me thinking, it would be great if I could define my own data extracts, in one go via the Upwork website, one click to get all my data in CSV format so I can plug it straight into my model in Excel.

 

I can't see such a feature, at the moment I am running multiple CSV extracts weekly, be nice to have it in one click.

 

Thoughts?

 

Thanks

 

Keith

Community Guru
Juvy Ann P Member Since: Oct 29, 2015
2 of 2

Keith C wrote:

Hi all

 

I like to run monthly reports using the Upwork data, i.e transactions, contracts, client lists etc.

 

It got me thinking, it would be great if I could define my own data extracts, in one go via the Upwork website, one click to get all my data in CSV format so I can plug it straight into my model in Excel.

 

I can't see such a feature, at the moment I am running multiple CSV extracts weekly, be nice to have it in one click.

 

Thoughts?

 

Thanks

 

Keith


I do have my own matrix.  It has the date, reference ID, transaction type (service fee/withdrawal fee), description, my client's name, amount, invoice status (whether it has been printed or not), gross earnings in US$, gross income in the local currency, deductions (which include UW service fees, and direct-to-local-bank transaction fees), total deduction in US$ and the local currency, total net income in US$ and in the local currency, total balance, the foreign exchange (FOREX rate) and status of my payment-has-been-processed notification (whether it has been printed or not).

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