Upwork’s reporting tools allow admins and designated roles to track team hours, spending, and freelancer activity through various reports such as Weekly Summary, Talent Performance, User Activity, and Timesheets. Reports can be filtered, exported as CSVs, and are best used alongside Work Diaries for comprehensive contract and performance oversight.
Reports offer simple ways to track how many hours your team logs and payments you have made. They also help you see what your team members are working on currently. The following reports are available on Upwork:
| Report | Access | Description |
|---|---|---|
| Weekly summary | Account admin, Finance admin, Hiring manager, Recruiter | Weekly billing summary of your spend that includes hours, fixed-price, and other payments. |
| Talent performance | Account admin, Finance admin, Hiring manager | Overview of talent performance that shows talent type, performance metrics, company feedback, type of contract, and spend. |
| User activity | Account admin, Finance admin, Hiring manager | Team activity by user that shows active status, time to hire, number of job posts and contracts, and spend total by contracts or transactions. |
| Purchase orders | Account admin, Finance admin | Spending by purchase order set against an available balance with projected spend. |
| Transaction history | Account admin, Finance admin | Record of your payments that can be exported as a CSV file or used to bulk download payment invoices. |
| Budgets | Account admin, Finance admin, Hiring manager | Spending by activity code based on your budget. |
| Timesheet | Account admin, Finance admin, Hiring manager, Recruiter | Time logged by your freelancers and hours billed, broken down by day, week, or month. |
| Time by activity | Account admin, Finance admin, Hiring manager, Recruiter | Time logged by your freelancers and hours billed based on activity, over a weekly, monthly, or year-to-date schedule. |
| Time by freelancer | Account admin, Finance admin, Hiring manager, Recruiter | Time logged by your freelancers and hours billed, including activity and memos, over a weekly, monthly, or year-to-date schedule. |
| All work diaries | Account admin, Finance admin, Hiring manager, Recruiter, Team work diary access | Summary of your freelancers' activity and time logged using the Upwork Desktop App. |
| Contract audit | Account admin, Finance admin, Hiring manager | Spend audit filtering (e.g., Purchase Order (PO) tracking, payment date range) capabilities and expanded custom export functionality |
| Custom export | Account admin, Finance admin, Hiring manager, Recruiter | Configurable report to export hours and charges during a selected time period as a CSV file. |
Find and generate reports
- Go to the Reports tab on your home page and choose the report you need from the dropdown selections
- Select the filters you want to apply
- Choose Apply Filters
You can also generate a CSV file of your report by choosing the CSV download icon after you create your report.
Pro tip:
You can also see a consolidated view of your team’s overall Upwork spend for the week in the Team weekly summary section of your Enterprise Dashboard.
Use reports
You can use these tools in combination with Work Diaries to stay informed. Remember — reports are great for looking at your contracts in aggregate and tracking the big picture, but they will never take the place of talking directly with your freelancers and agencies to manage their individual contracts.
- You must have hourly contracts with billable hours in order to use most reports. (Transactions and Dashboard include all types of payments)
- Time over the weekly limit is excluded
- Manual changes may take a few hours to reach all reports. Time logged with the Upwork Team App will appear more quickly