Reporting

Custom reporting in Streamtime, giving you the power.

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9 articles in this collection
Written by Aaron Green, Nate Mateu, Paddy Morgan and 3 others

How to track retainers with Priorities

Create a super simple and visual way to work with and track retainers.

Written by Nate Mateu
Updated over a week ago

Top use cases for custom reports and how to build them

Better understand your data, and learnings from your jobs, and use them to make healthier decisions for your business and your team

Written by Shivi Cashyap
Updated over a week ago

Planned and Projected Profit Margins

How do the planned and projected profit margin figures work in Streamtime?

Written by Sarah Nguyen
Updated over a week ago

How do the WIP and Billing Reports work?

Track your jobs month on month with our Reporting feature. See your time and expenses totals by month, and your invoice totals by job.

Written by Sarah Nguyen
Updated over a week ago

Job Cost Report

Gain detailed insights into the performance of your jobs with the JCR

Written by Paddy Morgan
Updated over a week ago

Building a sales pipeline with Priorities

Did you know that Priorities can be used to setup and manage your sales pipeline?

Written by Paddy Morgan
Updated over a week ago

How to track your sales pipeline with Quotes

A tip on creating a quick and simple report

Written by Nate Mateu
Updated over a week ago

Creating Custom Reports with Favourites

Measure and track profit and profitability using favourites, columns and filters.

Written by Aaron Green
Updated over a week ago

Extra Hours Tracked

What are extra hours tracked and how do I assign it to the correct item?

Written by Tess Forster
Updated over a week ago