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What are Status Reports?

e_jond
posted this on May 02, 2009 11:12 AM

Status Reports are an important way to keep clients up-to-date with the status of a job. They help freelancers and clients stay in close communication and exchange information about the current status of a job, including the progress against agreed upon milestones, attachments and plans for the upcoming week.  Freelancers also use Status Reports to document when a milestone has been completed to request the release of funds held in escrow or payment for non-escrow fixed price jobs.  

When are Status Reports due?

Each week's Status Report is due from the freelancer to the client by Sunday night at 11:59 PM (Eastern Standard Time). However, the freelancer can submit the Status Report at anytime during the week. (Any revisions can be resent during the week as long as the subsequent week's report has not been created.)  Once a Status Report is submitted, the client may accept or contest the report.

Escrow release requests as Status Reports

For Escrow jobs, when the freelancer 'Requests Release' of a milestone, a Status Report will be automatically created and the item will be auto populated in the Billing Section of the Status Report. The freelancer can enter supporting comments and click 'Submit'.  The appropriate invoice(s) or Release Request(s) will be sent to the client.


Each Status Report includes:

  • The week's ending date
  • Current Job Status as assessed by the freelancer (for example: ‘OK’, ‘Problem’ or ‘Complete').
  • Milestone Progress Updates in the form of the percentage completed of any project milestone.  Milestones marked as 100% can be added to the Billing Section.  
  • File Attachments as needed.
  • Billing Section for milestones that were completed as 100% for that week.  You will be able to approve and pay for completed milestones directly from the status report.
  • You will also be able to ask your freelancer a question, mark job as a problem, or file a dispute. 
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