🕰️ Est. Time: 5 mins
🎯 Goal: Understand how to export data and documents across the platform
🔑 Requirements: Permissions to view and edit jobs, and export finances
Exporting gives you the flexibility to use, analyse and share your work, internally and externally. You can export data like job performance, team capacity and contact details, as well as documents such as invoices, timelines and internal reports.
👀 What can you export?
You can export from many areas of Streamtime. Here’s how it works in each one.
📝 List views
Surface the information you need across Jobs, Time, Invoices and more. Learn how to build and save list views here.
Export | File type | Naming convention |
Jobs | CSV | jobs.csv |
Groups | CSV | jobgroups.csv |
Time | CSV | time.csv |
To Do's | CSV | todos.csv |
Expenses | CSV | expenses.csv |
Quotes | CSV | quotes.csv |
Invoices | CSV | invoices.csv |
📊 Reports
Take your reporting to the next level by comparing list views, creating custom formulas, and applying display rules.
Export | File type | Naming convention |
CSV | Uses report name | |
CSV | WIP.csv or Billing.csv | |
[Job number] Job name-JCR.pdf |
👥 Contacts
Easily export lists of your companies and contacts to share or analyse outside of Streamtime.
Export | File type | Naming convention |
Companies | CSV | companies.csv |
Contacts | CSV | companies.csv |
📘 Client-facing documents
Export ready-to-share PDFs like quotes, invoices, and timelines to send to clients or save for your records.
Export | File type | Naming convention |
Timeline (PDF)* | CSV | [Job number] Job name-timeline.pdf |
Timeline (summary)* | CSV | [Job number] Job name-summary.pdf |
Quotes* | CSV | Quote number - Quote name.pdf |
Invoices* | CSV | Invoice, Invoice number - Invoice name.pdf |
Purchase Orders* | CSV | Purchase Order number - Purchase Order name.pdf |
Credit Notes* | CSV | Credit Note - Invoice Name.pdf |
Timeline (PDF)* | CSV | [Job number] Job name-timeline.pdf |
⬇️ Finding your exported files
By default, exports are saved to your browser’s standard downloads folder. This location can vary depending on your browser or device settings.
If you're not sure where files are being saved, check your browser's download preferences (usually found under Settings or Preferences > General).
📦 Exporting in bulk
You can easily export multiple documents (marked with * in the tables above) in one go using batch actions. Read our article on Batch Actions.
Tracking progress
When you trigger multiple exports, the activity drawer helps you track their progress. Access it by clicking the lightning bolt icon in your menu — export progress appears at the bottom of that tab.
Export statuses
Once the export is complete, you’ll see one of the following messages:
Got it - export completely successfully
Error - something went wrong
⚠️ Tip: If an export fails, try refreshing the view or reducing the size of your selection. Still not working? Reach out to help@streamtime.net with a screenshot and details of what you were trying to export.
🚧 Export limits
The only fixed limit currently is for Job Cost Reports, which can be downloaded in batches of up to 10 at a time since these are sent via email. This limit helps maintain system performance and reliability.
If you encounter an error message related to export limits, it’s likely caused by another issue. Please contact help@streamtime.net for assistance.