The Reporting page is where you can view, organize, and analyze data about your talents’ jobs and payments. You can customize your reports to display the data you need, as well as save, share, and automatically send these reports to yourself and others. Depending on your user permissions, you can run reports for your own jobs, jobs in your workspace, or jobs across the company.

Getting started

At the top left of the page, click on Run report by to select what kind of date to run the report by: date of milestone approval, delivery, payment, and more.

Choose the time period for your report by clicking on the date picker, then selecting a specific month, quarter, or year, or set custom dates. By clicking on the Latest tab on the date picker, you can select to run a report by a relative date, meaning for the current or last month, quarter, or year. Your saved reports with relative dates will be updated automatically.

You can apply filters to your report, such as specific talents, hiring managers, or payment methods. Clicking on All filters next to the date picker will open all the different filter options.

Refining your report

The columns of your report show details of each job and milestone, such as hiring manager, milestone status, and job title. You can add or remove columns in your report by clicking on the settings (gear) icon at the top right of the report table. A pop-up will open, where you can select which columns you’d like to appear or restore defaults.

Just above this, the Show totals toggle lets you turn on or off the ability to view the totals at the bottom of the columns in your report.

To organize the list of jobs in the report under higher-level entities, click on Group by and select either talent or workspace. Once you’ve grouped your jobs, you can click Expand all to view the individual jobs that appear under the talents or workspaces.

Actions on your report: Saving, exporting, sharing, and scheduling

After you’ve set your report in exactly the way you want it, save it by clicking on + Save current report. You can find any reports you’ve saved under the Saved reports dropdown.

There’s also a collection of reports in the dropdown called Added by Fiverr Enterprise. These are predefined reports that we’ve created and added based on the most frequently created reports of platform users, such as This month’s unrequested payments and Planned vs. requested amounts.

You can export the information in your report by clicking on the export icon, which appears all the way on the right, above the table, and selecting your preferred option.

You can share a report with others by sending them a link. To copy a link for a report, go to your Saved reports and click on the link icon next to the report.

You can also set specific reports to run and be sent automatically by scheduling your reports. Go to your Saved reports and click on the clock icon next to a report, then choose who to send it to and how often.