🎉 Exciting News! 🎉
Our latest Reporting feature has arrived, offering you even more power and flexibility to create custom reports based on your data across Jobs, Invoices, Expenses, Quotes, and Time. With this update, we’re retiring the previous feature, but don’t worry – we’ve got you covered with all the details you need to transition smoothly.
Dive into these helpful articles to get started:
Introducing our updated Reporting feature: Learn how to create custom reports and make the most of your data.
The WIP Report: Find out how to effectively manage resources, track job progress, and control finances for a healthier, more efficient agency.
Make sure to check them out and take your reporting to the next level! 🚀
Get ready to soar to new heights with Streamtime's Reporting feature! 🚀 Think of it as your trusty X-wing, giving you real-time data and insights to navigate your business operations like a boss. 💪 Whether you're a rebel alliance fighting for a better future, or a Galactic Empire looking to conquer the universe, Streamtime's Reporting feature has got your back. 🚀📊 It's time to power up your hyperdrive and make informed decisions!
🔎📈 Access Reporting Section
You can access the reporting screen in Streamtime with ease! Just click on the 📈 graph symbol on the navigation panel or use the power shortcut "G+R" (press "G" and "R" keys together). 💥 You'll be able to see your business at a top level in no time! 🚀
🏗️📈 WIP Report
Take your business forecasting to the next level with Streamtime's WIP Report! With monthly columns and a breakdown by job, you'll see a year's worth of data at a glance.
You can also filter the jobs you'd like to see, using the filter sidebar, so you can tweak your grand totals by job label, or active jobs, or any other filter you can imagine.
The total of the monthly value is calculated as follows, per calendar month:
Used Time: The sell rate of the logged time against that job/company/branch
Scheduled Time: The sell rate of the time that has been scheduled for that job/company/branch
Unscheduled Time: The difference between the used and scheduled time and the planned time for that job/company/branch. For example, I've got 20 hours planned in that month for Job A, but I've only put 10 hours in the schedule. The remaining hours will be calculated as Unscheduled Time.*
Expenses: The sell rate of expenses with dates within the relevant month.
Depending on what's happened in the month, the total cell will be made up of different figures. You'll see a tooltip showing the breakdown of the figure if you hover over the cell.
For some jobs, the calculation for Unscheduled Time can be more of an estimate — especially when you're allocating a bucket of planned hours among more than one team member. For this, we calculate the remaining time planned for the item, then spread the planned time evenly across the days.
💡 Tip: Get the most out of your reporting with the ability to save your favourite reports! Create custom filters with job labels, company names, and statuses and save them for quick and easy access in the future. Say goodbye to the hassle of recreating your favourite reports each time. Check out this article here for more details |
💸📈 Billing Report
Get ready to stay on top of your invoicing game with the Billing Report! 💸 Here, you'll see all the juicy details of the amounts invoiced, excluding taxes, in the month they were issued. Want to plan ahead? Check out your forecasted revenue months with the included draft invoices. Don't worry, if you're looking back at past months, those draft invoices are not included in the calculation. Stay ahead of the game with the Billing Report! 💥
💡 Tip: Setting up draft invoices in advance helps you get a view of the health of your revenue — relieving you of potential uncertainty. |