🕰️ Est. Time: 5 mins
🎯 Goal: Confidently choose the best reporting view for your workflow
🔑 Requirements: Access view and edit jobs and cost rates
Whether you’re tracking profitability, monitoring team time, or keeping an eye on budgets, Streamtime offers a few powerful ways to report on your data.
This guide breaks down the core reporting tools so you know what to use, when, and why. It’s the perfect place to start if you’re new to reporting in Streamtime or want a clearer picture of what’s possible.
🔍 Use list views
View and organise your essential data all in one place with list views.
You can customise columns, apply filters to narrow down your focus, and save your favourite views for quick access. They’re designed to help you find the info you need, exactly when you need it.
📈 Build custom reports
Create powerful, tailored reports by combining data across jobs, time, expenses, quotes, and invoices. Custom reports let you apply filters, use formulas, and track trends over time so you can make smarter, data-driven decisions.
🧭 Monitor dashboards
Dashboards give you an at-a-glance overview of key metrics and performance indicators. Easily monitor your business health with visual charts and summaries, all updated in real time to keep you informed.
📊 Analyse job cost reports
Get a detailed breakdown of job expenses, time, and profitability in one clear report. Perfect for tracking budgets, spotting cost overruns, and improving project margins.
💓 Run a pulse check
Quick mini check-ins to review project or client health, highlight potential issues, and take action before things go off track - no full team meeting required.
😊 Track team happiness
Check in with your team using simple emoji feedback and SMART-based reflections. Turn feelings into insights to improve team culture and performance.
📆 Review team availability
See who’s working on what and when. This view helps you understand team capacity, schedule efficiently, and avoid burnout.
