Shows a detailed breakdown of all time and material entries over multiple jobs and is sorted by the date, the time & materials were created.
To access this report go to Reports > Time & Money and select the Detailed Category report
You can run this report using the following criteria:
Date Range
Client
Billable/Non Billable
Job Status
Active Jobs (formerly WIP)
Job Number
Project Number
Branch
Category
Staff Member
Client Manager
You can choose to preview your report, print it, make a PDF or export your report to Excel so you can use the data to create your own reports
Costs are calculated first from the user (System Setup > Users), if there are no costs there then it takes the cost from cost column in the cost matrix. If no costs in either of those columns then there'll be no costs on the report.
1. The report is broken down first by Category
2. Time entries on each job are broken down by date the time entry was created, Job number, staff member, the description or task the staff member was doing and any notes
3. Cost Total is based on the cost value of each time entry (see below for more information on how the costs are calculated)
4. Finally totals are shown for each Category
How are costs calculated?
The cost of Time is based first on the cost assigned to the staff member in Setup > System Setup > Users
or if this is left blank, Streamtime will use the cost price for the item in the Cost Matrix
Note: If you have no costs rates in Streamtime, then the report will return no costs on this report