Mar 18, 2016 03:30:12 PM Edited Mar 18, 2016 03:33:29 PM by Gabor K
Is there a way to generate a report (or just a line with the sum) displaying the total earned revenue since registration? I want to shock myself to reality with this. Thank you!
Mar 18, 2016 03:38:12 PM by Douglas Michael M
Doesn't look like it, Gabor, though you can do it by entire year (use the totals from the Earnings by Client report).
While we're on reporting, multi-quarter (>1, <4) reports and/or custom date range reports would be nice.
Best,
Michael
Mar 18, 2016 04:41:16 PM Edited Mar 18, 2016 04:42:33 PM by Wendy C
Best and simplest solution is to keep your own spreadsheets. My accountant almost killed me years ago when I presented her with the eLance one.
All your freelance earnings - along w/ %s paid to freelance platforms and to PayPal are shown along with the gross and net values.
BTW, PayPal is wonderful with the monthy pdfs of your transactions - an easy validation for all business incoming and outgoing dollars.
Mar 18, 2016 06:38:15 PM by Douglas Michael M
I download a year's worth of earnings as a CSV annually, then add off-platform reveneue, for me and my accountant. (OT: To Upwork's credit, the report is clear and easy to work with, unlike the mess on Elance that required a macro developed by one of the freelancers just to render it intelligible.)
Mar 19, 2016 07:18:02 AM by Gabor K
Thank you all for the tips. Yes, custom date range reports would be kind of Holy Grail-ish over there.
I would prefer especially the actual earnings of the present year instead of average earnings of the last 12 months. Nobody needs this amount. Moreover, it is frustrating for me as it is steadily going down now.
Mar 19, 2016 05:12:24 PM by Douglas Michael M
Mar 20, 2016 08:11:27 AM Edited Mar 20, 2016 08:11:58 AM by Gabor K
I don't know, why the above mentioned would be so hard to implement. (I guess even the required data types are the same in the database.)
Mar 20, 2016 09:03:04 AM by Douglas Michael M
Mar 21, 2016 03:01:10 PM by Signe J
Gabor: The impediment is probably being completely overwhelmed with basic functionality issues like keeping the site up. I'm guessing that convenience features to make our lives easier don't rate very high on the priority list given that it seems to be so impossible just to consistently give us the basic ability to log in, apply to jobs, and send messages to clients.