Upwork provides freelancers with automated and customizable financial reports for budgeting, income verification, and tax purposes. Reports include financial overviews, transaction histories, earnings summaries, and downloadable certificates. Data updates may vary in timing, especially for manual entries, while agency freelancers' earnings are accessible through agency managers.
As a freelancer running your own business, you need access to your work and financial records — for budgeting, income verification, tax reports, and more. To help, we offer several automated and customizable reports.
You can export or print summaries of your activity and earnings directly from Upwork. Similar to the Upwork weekly billing cycle, we track reports using UTC.
Find your reports
- Go to Manage finances in your navigation bar and choose the report you need from the dropdown options
PRO TIP
Manual changes may take a few hours to reach all reports. Time logged with the Upwork Desktop App will appear more quickly.
Contract and payment reports
The first dropdown option you’ll see when you hover over Manage finances is your Financial overview. This page gives you a simple snapshot of your earnings in process, under headings that show the various stages of earnings:
- Work in progress — The dollar amount for hourly work you've logged during the current week and for fixed-rate contracts you've started but haven’t submitted work on yet
- In review — The total dollar amount for hours you logged during the last weekly cycle plus fixed-rate work you've submitted for review
- Pending — Payments your clients have approved and that are in the holding period
- Available — Money available for your immediate withdrawal
Next under Manage finances, you’ll find Your reports, which contains hour-based information in a weekly summary. If you're a Freelancer Plus member, you can customize these reports with several filters and date range options.
Other reports that you have access to include:
- Transaction and invoices – Itemized history of all earnings and payments
- Billings and earnings – View a total of all earnings or see your earnings, by client, for up to the past three years
- Certificate of earnings – Downloadable PDF of last 12 months earnings
Your contracts with an agency won't show earnings in any report because they're paid to the agency, not directly to you. But you'll still have full access to reports of your hours. The agency’s business managers can access the full reports for you.