How to View Client Analytics on goLance
The Analytics section gives clients an overview of their spending, tracked time, milestones, scheduled payments, and bonuses across their goLance contracts.
What Reports Are Available?
The Analytics section includes the following reports:
- Spending: Review how much you have paid through different payment types.
- Time & Activity: Review time recorded and billed on hourly contracts.
- Milestones: Track milestones created, funded, and paid.
- Scheduled Payments: Review upcoming, processing, failed, and completed scheduled payments.
- Bonuses: Review bonuses sent to contractors.
How Do I Access My Analytics?
- Sign in to your goLance client account.
- Select Analytics from the left-side menu.
- Choose the report you want to review.
What Information Is Available in the Spending Report?
The Spending report shows your payments for the selected period, including:
- Bonuses
- Manual invoices
- Milestones
- Hourly payments
- Scheduled payments
- Total amount paid
Select the plus (+) icon beside a date range to expand it and view a more detailed breakdown.
What Does the Time & Activity Report Show?
The Time & Activity report provides information about time recorded and billed across your hourly contracts.
The report includes summary totals such as:
- Total billable time
- Total manual time
- Total overtime
- Average activity level
- Total billable amount
You can also review contract-specific information, including tracked time with goMeter, manual time, activity level, billable amount, and overtime.
What Does the Milestones Report Show?
The Milestones report provides an overview of milestones across your fixed-price contracts.
You can review:
- Number of contracts
- Number of milestones
- Total funded amount
- Total paid amount
- Milestone status
- Funded and paid dates
- Budget, funded amount, and paid amount
Milestone statuses may include Not Funded, Not Started, In Progress, Approval Required, and Completed.
What Does the Scheduled Payments Report Show?
The Scheduled Payments report displays payments scheduled through your contracts.
You can review:
- Number of contracts
- Number of scheduled payments
- Number of paid scheduled payments
- Total amount paid
- Scheduled date
- Budget
- Paid amount
- Current payment status
Scheduled payments may appear as Upcoming, Processing, Failed, or Paid.
What Does the Bonuses Report Show?
The Bonuses report provides an overview of bonuses sent to contractors.
It includes:
- Number of associated contracts
- Number of bonuses sent
- Average bonus amount
- Total amount sent
- Contractor and contract information
- Date sent
- Bonus message
- Bonus amount
How Do I Filter My Analytics?
Select Filters at the top of the report to narrow down the information displayed.
Available filters vary by report but may include:
- Date range
- Contractors
- Clients or companies
- Contract status
- Payment or milestone status
- Teams
You can apply multiple filters at the same time. The number displayed beside Filters shows how many filters are currently active.
Applied filters may also appear at the top of the report, where you can remove them by selecting the X beside each one.
Can I Change Which Columns Are Displayed?
Yes. On reports that support this option, select the pencil icon at the end of the table headings.
You can then adjust which columns appear in the report. You can also select a column heading to sort the report by that field.
How Do I Export a Report?
- Open the Analytics report you want to export.
- Apply any date ranges or filters you want included.
- Select Export All.
- Choose the information you want included in the report.
- Select Export.
Required fields are marked with a red asterisk and are included automatically. Depending on the report, you may also be able to use Select default or Select all to choose fields more quickly.
The exported report will reflect the date range and filters currently applied.
Can I Export Time and Activity With Task Details?
Yes. When exporting the Time & Activity report, select the arrow beside Export All and choose:
- Export With Tasks: Includes task-level information associated with recorded time.
- Export Without Tasks: Includes contract and time information without task-level details.
What Information Can Be Included in an Export?
The available fields depend on the report, but may include:
- Contractor name, company, and country
- Client or company name
- Contract name, status, and link
- Hiring manager and team
- Hourly rate and fees
- Tracked, manual, overtime, and billable time
- Milestone or scheduled payment details
- Bonuses
- Total amounts paid
Select only the fields you need before generating the report.
Need Help? We hope this guide was helpful! If you have questions or need additional assistance, please contact our support team through the goLance chatbot. Our team is happy to provide further guidance.