Reporting is essential for any agency looking to stay on top of its performance, financials, and project management. Accurate insights into how your agency operates can make all the difference. This is where Streamtime’s reporting tools come in handy.

Streamtime provides various reports designed to help you track everything from job costs and team availability to overall financial health. In this article, we’ll explore the types of reports available in Streamtime, such as Job Cost Reports and Availability Reports, and when you might want to use them. You’ll get a clear idea of how these reports can give you a better understanding of your agency’s progress, helping you make informed decisions.

Let’s dive in and see how reporting can work for you!

A Custom View in Streamtime lets you personalise how you see and organise your data, focusing on what matters most to you. Whether it’s jobs, time, expenses, or invoices, you can choose which columns to display, hide the ones you don’t need, and apply filters to zero in on the details that are most relevant. This means you’re not stuck with a generic list—you’re shaping your workspace to fit your priorities, making it easier to manage workflows and find the key information when you need it.

Managing multiple jobs? No problem! You can set up a custom view to show only the active jobs. Include important details like deadlines, who’s assigned to what, and how much of the budget has been spent so far.

Want to keep an eye on time logs? You can create a custom view to filter logged hours by team member or Job. This helps you see if the time spent is matching up with your estimates.

Using Custom Views in Streamtime can really streamline your workflow and boost efficiency. Here’s why:

Customise your view to show only the info you care about. No more scrolling through irrelevant data—just a clean, focused workspace that helps you tackle your top priorities.

Whether you’re keeping an eye on tasks, jobs, or finances, Custom Views let you track progress in a way that works for you. It’s perfect for staying organised and spotting any issues before they become bigger problems.

With your filtered lists, the details you need are just a click away. It saves time and helps you make faster, more informed decisions.

In short, Custom Views create a tailored workspace that cuts the clutter and boosts productivity by giving you quick access to what’s most important.

As a job manager, setting up a custom view to focus only on active jobs can make your life a lot easier. You can display key details like Job Name, Due Date, Assigned Team Members, and Budget Spent. By filtering out completed or archived jobs, you can zero in on current projects, track their progress, and make sure everything stays on course—without the distraction of irrelevant information.

For accountants, a custom view focused on financials is a real time-saver. You can create a view showing just Invoices or Expenses. Apply filters to focus on unpaid invoices or expenses over a certain threshold, making it easy to keep track of the business’s financial health. This way, you stay on top of payments and avoid sifting through data that doesn’t apply to your role.

The new Reporting feature in Streamtime gives you the freedom to build custom reports using data from various sources—like invoices, expenses, and time records. Want to track performance, costs, or profits? You can create comparisons, apply filters, and even generate custom metrics using formulas tailored to your needs.

Plus, we’ve made it even easier with pre-built report templates based on common use cases from our customers. These templates can be customised to fit your agency’s specific requirements.

Once you’ve created your report, it’s easy to share with your team, making collaboration a breeze. Whether you’re tracking project performance or keeping an eye on costs, this feature makes sure you’re always on top of your data in a way that works for you.

You’ll want to tap into Streamtime’s Reporting feature whenever you need a clear, custom view of how your agency is performing across different areas. Whether you’re tracking job costs, invoices, or the time spent on tasks, Reporting gives you all the info in one place. It’s perfect for comparing metrics, like revenue versus expenses, or seeing how much time has been logged against budgets. All in a neat, organised way that’s easy to work with.

When your agency is reviewing its client portfolio, the Billing report gives you a clear snapshot of the total revenue each client brings in, along with the account manager responsible. This helps you quickly identify which clients are driving the most value, so you can ensure your resources are focused on nurturing those relationships. At the same time, it allows you to spot less profitable accounts, giving you a chance to reassess strategies and improve performance where needed.

Keeping an eye on future expenses is key to managing your cash flow and staying on top of budgets. Without a clear view of what’s ahead, unexpected costs can pop up, potentially throwing off job delivery and affecting client relationships.

The WIP (Work in Progress) Report gives you a heads-up on potential upcoming expenses that haven’t been approved yet. By regularly reviewing this, you can spot future costs early and adjust job budgets before things go off track. This proactive approach helps you avoid budget surprises, ensuring your jobs stay financially on course. In the long run, protecting your cash flow like this supports your agency’s sustainability, keeping it profitable and resilient.

The Job Cost Report (JCR) in Streamtime gives you a full breakdown of a specific job’s financials, and you can generate it right from within the job itself. It tracks everything—budgets, costs, profit margins, invoicing—so you’ve got a clear view of how the job’s doing financially. It’s a handy way to stay on top of profitability and make sure everything’s on track.

You’d turn to the Job Cost Report (JCR) when you need a deep dive into how a job is doing financially. It’s perfect for keeping an eye on key metrics like budget vs. actual costs, invoicing, and profit margins. The JCR helps you spot where things are going well and where tweaks might be needed—like adjusting budgets or shifting resources. It’s all about staying on track with your financial goals and making sure your jobs stay profitable.

In your regular WIP meetings, the Job Cost Report (JCR) is a great tool to assess the financial health of each job. By focusing on sections like Profit Margin vs Budget and Total Used Cost, you can quickly spot which projects are on track and which might need attention. If you notice rising costs or a shrinking profit margin, you can jump in right away and adjust resources or timelines to keep things profitable. This proactive approach helps you tackle financial risks before they turn into bigger problems.

You can save the JCR on a file server to keep a handy snapshot of each job’s financial performance. This makes it easy to look back at past projects whenever you need, comparing costs, invoicing, and profit margins. These snapshots give you valuable insights for future planning, helping you spot trends, avoid mistakes, and set more accurate estimates based on what’s worked (or not) before. Keeping a record of JCRs means you’ve got a clear financial history to guide your decisions down the line.

The Availability Report (or Availability Modal) in Streamtime gives you a clear breakdown of your team’s availability, showing how many work hours are left to be scheduled. It lets you see each team member’s work hours, scheduled tasks, unscheduled tasks, logged hours, and available time. This makes it easy to check how much capacity each person has for taking on more work.

You’d use the Availability Report when planning your team’s workload and assigning tasks. It helps make sure no one’s overbooked or underutilised—perfect for juggling multiple projects. Whether you’re scheduling new work, adjusting timelines, or dealing with last-minute changes, this report gives you the insights you need to make smart decisions about how to spread the work across your team.

As a project manager juggling multiple projects, it’s crucial to make sure no one on your team is overworked. With the Availability Report, you can quickly see who has the capacity to take on more tasks. For example, if one designer has 8 hours left in their week and another is fully booked, you can assign the next tasks to the one with availability. This keeps the workload balanced, boosts productivity, and helps prevent burnout.

When planning projects for the next month, the Availability Report helps you check your team’s long-term capacity. By switching to the monthly view, you can see how many total hours each team member has available over the next few weeks. If you’re about to take on a new client project, this lets you assess whether you’ve got enough capacity to handle the work, or if you need to adjust timelines or bring in extra help. This way, you can plan realistically and avoid delays from overbooking your team.

Streamtime's robust reporting tools—like Custom Views, Reports, Job Cost Reports, and Availability Reports—offer you the insights needed to stay ahead. By personalising how you view data and tracking essential metrics in real time, you can make informed decisions that boost efficiency and profitability.

Whether you're managing active projects, evaluating financial health, or balancing team workloads, these features are designed to fit your unique needs. They not only streamline your workflow but also foster better collaboration within your team. With the ability to customise and share reports, you ensure everyone is on the same page, working towards common goals.

Embracing Streamtime's reporting capabilities empowers you to proactively address challenges and seize opportunities. It's about working smarter, not harder, and setting your agency up for long-term success. So, take the next step—leverage these tools to gain deeper insights and drive your agency forward.