List views have been fully rebuilt — they're faster, smarter, and a lot more powerful. Whether you're working across Jobs, Time, Expenses, or Invoices, you now have more control over what you see, how it's grouped, and how you share it with your team.
🏗️ Building list views
It's still the same core idea — but with more options at every step.
Select your list from Menu > Jobs (or Time, Expenses, Invoices)
Add or remove columns and apply filters
Set your default view preferences
Group, batch action, and save as a favourite
Adding columns
Click the column icon to access the full list. Columns now load on demand — only the data for the columns you've enabled is fetched, which is why everything feels faster. When you add a column that draws from a different dataset, that data loads at that point rather than all upfront.
Rearrange columns by dragging and dropping the handle next to each column name. Remove a column by clicking the X next to it.
Applying filters
Filters now live in a horizontal filter bar at the top of the screen — everything is in one place rather than split across two levels of navigation.
Click + in the filter bar to add a filter and apply the relevant criteria.
New: the "Me" filter option. A number of filters now include a Me option. This is dynamic — if you save a favourite with "Created by Me" and share it with a colleague, it will show their data when they view it, not yours. This makes shared favourites genuinely useful for the whole team without everyone needing to reconfigure them.
Setting your default view
You can now control what your default view shows, without needing to add filters every time.
Each list has its own default options. For Jobs, you can choose to hide archived jobs from your default view. For Expenses, you might want archived jobs included — especially if you're running a date-based report. Time has the most options: you can hide archived jobs, non-billable time, personal time, or scheduled time by default.
Important: if you add a filter that conflicts with a default setting (for example, you've set "hide archived" as default, but then add a Job Status filter that includes Archived), the filter you've added will override the default. This is intentional and works consistently across all default options.
📂 Grouping your list
All list views now support Group By. This is one of the biggest additions.
Click the Group By option and choose from the available groupings — Time has the most options. Grouping lets you quickly segment and compare data without adding filters, and each group shows a count of the items within it.
When working in a grouped view, you'll see row-level data within each group. Note that batch actions at the group level (selecting all items within a group at once) are on the roadmap but not yet available — for now, batch actions work across an ungrouped view or with individual selections.
⚡ Batch actions
Batch actions have been redesigned. The action drawer now appears at the top of the list when you enter select mode, closer to the Select All control — which is where you're most likely to be when you're batching.
To use batch actions:
Set your filters to narrow down to the records you need
Click Select All (or select individual rows)
Choose your action from the drawer at the top
Confirm via the modal where prompted (e.g. for destructive actions like delete)
Live updates via Pusher. This is a significant change. Previously, batch actions didn't update the list view automatically — you had to refresh. Now, changes pushed through batch actions (and changes made by anyone else on your team elsewhere in Streamtime) will update live in your list view. No refresh needed.
💾 Saving favourites
Favourites have been substantially upgraded.
Folders. When saving a favourite, you can now assign it to a folder — just like in Reporting. If you don't assign a folder, it'll sit in the default Other Favourites folder until you move it.
Shareable with granular permissions. You can share favourites directly from the favourites panel or from the save dialogue. Sharing now supports branch-level permissions, brought over from Reporting and Priorities.
Favourites have their own URL. Every saved favourite now has a unique URL, so you can copy and paste it to share it directly — no need to go through the sharing flow if you just need to send someone a link.
Updating a favourite. If you load a favourite and then make changes to your filters, the view will show you that you're in a modified state. You'll get the option to either Save as New or Update the existing favourite. Much cleaner than the previous flow.
📋 List views on the Job page
The list views inside individual job pages are now a complete mirror of the main list views. Any improvements made to the main list views automatically roll out to the job-level views too.
This means from inside a job, you can now:
Apply batch actions to time, expenses, etc.
Save favourites scoped to that job
Export a CSV
A useful example: if you always want to run a time and expenses report for a specific job, save a favourite for that filter combination on the job page and export it whenever you need it — in just a couple of clicks.
Inline editing
You can now edit certain fields directly in the list without opening the full record. Dates and statuses are currently editable inline, with more fields to be added over time.
📤 Exporting list views
Click Export CSV to export your current view. You'll be prompted to choose between exporting all columns or just the visible ones.
The export button is also available on job-level list views.
Can't see the export button? You'll need the export permission enabled. See Access Levels and Permissions for details. If you have the permission but still can't find the button, scroll all the way to the left of your screen.
🔗 Want to go further with reporting?
Want to compare list views, create custom formulas, or apply display rules? Learn more about building custom reports here.