Custom Views in Streamtime give you control over how you see your data, helping you cut through the clutter and focus on what’s important. Whether you’re tracking Jobs, Time, or To-Dos, these views let you customise your workspace so it works for you. You decide which columns to display, apply filters to zoom in on the details, and organise everything just the way you like it. In this guide, we’ll walk you through why Custom Views are so handy and how to set them up, making sure you can quickly get to the info you need without any fuss.
What are Custom Views?
A Custom View in Streamtime is your personal window into the data that matters most to you. Whether you’re dealing with Jobs, Time, To-Dos, Expenses, Quotes, or Invoices, Custom Views let you decide how your lists are displayed. You can choose which columns to show, hide the ones that aren’t relevant, and apply filters to zero in on specific details. This makes it easier to manage your workflows, track progress, and quickly access the information you need, all without sifting through unnecessary data. By creating a Custom View, you’re not just looking at a list; you’re crafting a workspace that’s perfectly aligned with your daily tasks and priorities.
Why Should I Use Custom Views?
Custom Views in Streamtime allow you to tailor the interface to your specific needs, significantly boosting your productivity and focus. Here’s why you’ll love it:
Stay Focused: By choosing the columns you need and setting up the right filters, you can cut out the noise and zero in on what matters most. This way, you’re not wasting time wading through irrelevant data—just getting straight to the good stuff.
Work Smarter: Custom Views let you set up different layouts for different tasks or projects. Maybe one view is all about job details, while another keeps track of your time. Switching between these is a breeze, helping you stay on top of your workload.
Make Decisions Faster: When you’ve got a view showing just the info you need, you can quickly check in on project statuses, budgets, or timelines without getting bogged down by extra details. This means you can make informed decisions faster and keep things moving smoothly.
Make It Your Own: Everyone has their own way of working, and Custom Views let you organise your workspace to fit your style. Whether you’re managing projects, handling creative tasks, or sorting out admin work, you can set up views that work for you.
Keep Teams Aligned: While Custom Views are all about personalisation, you can also share them with your team to make sure everyone’s on the same page. This consistency helps with collaboration and cuts down on miscommunication.
Custom Views make sure you’re working in the way that suits you best, while keeping things clear and consistent across your team.
How Do I Build Custom Views?
Creating a Custom View in Streamtime is straightforward and involves three steps: adding columns, applying filters, and saving it as a favourite. Before you start, make sure to select the list you want to customise in the Jobs Menu.
In this example, we’ll create a custom view that displays jobs managed by one of our account managers, Sofia, along with the total budget for all those jobs.
Add Columns
Add Columns
Adding columns helps you see the exact data you need, so it’s key to make sure all relevant columns are in place.
Click the Columns icon to open the Columns side panel.
Click Add a column.
Select the column you want to add from the list.
Rearrange your columns by dragging and dropping the handle next to each column.
To remove a column, click the ❌ next to the column name.
Add Filters
Add Filters
Now that we’ve got our columns sorted, you might notice there’s a lot of data to sift through. Let’s add a filter to zoom in on exactly what you need.
Click the Filter icon to open the Filter sidebar.
Click the ➕ to add a new filter.
Select the filter you need from the dropdown.
Enter your filter conditions to refine your data view.
Save Custom Views
Save Custom Views
Now that you’ve built your custom view, let’s save it for easy access later.
Click 🖤 Save as Favourite.
Give your custom view a name.
Click Save.
To view all your saved views, click the 🖤 icon in the sidebar.
Click the > next to My Favourites to expand the list.
You’ll see a list of all your saved reports—just click one to open it.
How Do I Export Custom Views?
Exporting a custom view as a CSV file is super handy for digging into your data with tools like Excel, Google Sheets, or Apple Numbers. It’s also perfect for sharing data with your accountant or clients.
Click on 💾 Export CSV.
Choose whether to export all columns or just the visible ones. Keep in mind that only columns with base data will be exported—calculated columns won’t be included.
Click Export CSV to download your file.
To export a custom view, you’ll need to have the export permission enabled. If you’re unsure about your permissions, take a look at this article for more details.
How Do I Share Custom Views?
Why keep all that useful data to yourself? With just a few clicks, you can share your custom views with the whole team. Collaboration made easy!
Click the 🖤 icon in the sidebar to open the Favourites side panel.
Hover over the custom view you want to share, Click the share icon that appears.
When you share a custom view, your whole team will be able to access it. However, any data they don’t have permission to view will remain hidden. Want to know more about permissions in Streamtime? Check out this article.
Custom Views vs Reports
We’ve just rolled out a shiny new reporting feature that takes things up a notch with powerful charts and calculations. And like everything at Streamtime, it’s completely customised to fit your business. Want to learn more? Dive into this article to get all the details on our new reporting capabilities.
Before we brought in these extended reports, Custom Views were your go-to for running reports. And while our reporting game has levelled up, Custom Views aren’t going anywhere—they’re still super handy for your day-to-day tasks. Let’s break down how these two features stack up.
Custom Views
Custom Views are like your personal lists that let you display just the info you need about Jobs, Time, To-Dos, Expenses, Quotes, or Invoices. You can tweak these views to show the exact columns you want (like budget, job lead, etc.) and apply filters (like due date or client) to zoom in on what really matters.
Why You’ll Love Them:
Super Easy to Use: Custom Views are a breeze to set up. If you need quick access to specific data without getting bogged down in analysis, these are perfect.
Made Just for You: You can tailor what you see based on your current task, whether you’re keeping an eye on budgets, tracking deadlines, or reviewing time logs.
Quick Access: With the ability to create multiple views, you can jump straight to the data you need most, without any fuss.
Stay Focused: Custom Views are great when you want to zero in on one type of data (like active jobs or upcoming invoices) without distractions.
A Few Limitations:
One Data Source at a Time: While Custom Views are awesome for looking at a single data type, they don’t let you mix and match data sets. So, comparing jobs with invoices in one view? Not gonna happen.
Simple Visuals: Custom Views are more about listing info than analysing it. If you’re after charts or complex calculations, you’ll need to step it up with Reports.
Reports
Reports are where things get serious. They’re designed for deep dives into your data, pulling in info from multiple sources, and offering features like charts, graphs, and advanced calculations. It’s the tool for when you need to really understand what’s going on in your business.
Why You’ll Love Them:
In-Depth Analysis: Reports let you see how different parts of your business are working together. For example, you can create a report that shows how time spent on jobs affects profitability.
Visual Power: With charts and graphs, Reports make it easy to spot trends and patterns—perfect for presentations or breaking down complex data in a way that’s easy to understand.
Highly Customisable: You can run advanced calculations and create detailed reports tailored to specific business needs, whether it’s forecasting or performance analysis.
A Few Limitations:
A Bit Complex: Reports are more powerful but also a bit more complex to set up. You might need a good grasp of your data to get the most out of them.
Takes Time: Building detailed reports can take longer compared to setting up a Custom View, especially if you’re exploring all the options available.
Might Be Overkill: If all you need is a quick list of jobs or a glance at pending invoices, Reports could be more than you need and might slow you down.
Which One’s for You?
Go for Custom Views when you need quick, specific insights from a single data set. They’re perfect for everyday management tasks, like checking which jobs are due soon or keeping an eye on time logs for the week.
Opt for Reports when you’re looking to dig deeper into your business performance, especially when it involves multiple data sets or requires some visual flair. Reports are your best friend for monthly reviews, client presentations, or analysing the bigger picture.
Bottom line? Both features are here to make your life easier, just in different ways. Custom Views give you quick, focused insights, while Reports help you understand the bigger picture. Use them together to get the best of both worlds.
Custom Views are a powerful tool in Streamtime that allow you to tailor your workspace to your exact needs. They help you focus on the data that matters most, making it easier to manage your projects, track time, and stay on top of your tasks. By customising how your information is displayed, you can streamline your workflow and make your day-to-day tasks more efficient.
Now that you’ve learned how to create and use Custom Views, I encourage you to experiment with different setups. Play around with the columns and filters to find what works best for you—there’s no one-size-fits-all. The more you customise, the more you’ll discover how these views can enhance your productivity and make your workday smoother. Give it a go and see the difference it makes!