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 | Admin: Full and finance only Hiring: Full and source talent only |
Weekly billing summary of your spend that includes hours, fixed-price, and other payments. |
| Talent Performance | Admin: Full and finance only Hiring: Full |
Overview of talent performance that shows talent type, performance metrics, company feedback, type of contract, and spend. |
| User Activity | Admin: Full and finance only Hiring: Full |
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 | Admin: Full and finance only | Spending by purchase order set against an available balance with projected spend. |
| Transaction History | Admin: Full and finance only | Record of your payments that can be exported as a CSV file or used to bulk download payment invoices. |
| Budgets | Admin: Full and finance only Hiring: Full |
Spending by activity code based on your budget. |
| Timesheet | Admin: Full and finance only Hiring: Full and source talent only |
Time logged by your freelancers and hours billed, broken down by day, week, or month. |
| Time by Activity | Admin: Full and finance only Hiring: Full and source talent only |
Time logged by your freelancers and hours billed based on activity, over a weekly, monthly, or year-to-date schedule. |
| Time by Freelancer | Admin: Full and finance only Hiring: Full and source talent only |
Time logged by your freelancers and hours billed, including activity and memos, over a weekly, monthly, or year-to-date schedule. |
| All Work Diaries | Admin: Full and finance only Hiring: Full and source talent only Work Diaries: Team |
Summary of your freelancers' activity and time logged using the Upwork Desktop App. |
| Custom Export | Admin: Full and finance only Hiring: Full and source talent only |
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.
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