Shows details for invoices issued, while summarising active quotes and orders, and time and materials entries in a specific date range.
To access this report go to Reports > Job Performance and select the Job Summary report
You can run this report using the following criteria:
Client or Supplier Name
When selecting date range, Streamtime will ask you to specify:
Invoice Date - will look for all jobs with invoices created in that date range
Invoice Due Date - will look for all jobs with invoices due in that date range
Job Creation Date - will look for all jobs created in that date range
Job Deadline Date - will look for all jobs with a deadline in that date range
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.
The report shows the Date the job was created, Job Deadline, Job Number, Job Name, Job Owner, Job Status and the Client Name
Total Active Quotes
Total Active Quotes shows the total of active/reportable quotes on the job.
Please refer to our knowledge base for more information on understanding active statuses
Time & Materials
Time & Materials shows both the Cost and Sell rates of time entries
Time & Materials Costs
The cost value of Time & Materials is based first on the cost assigned to the staff member entering in the time on the job. This can be set under the Setup > System Setup > Users section in Streamtime.
Or if you do not apply a cost to a staff member, the cost will come from cost price for the time entry item which can be set in the Cost Matrix.
Note: If there are no costs in either of those places, then there'll be no time and materials costs on the report.
Time and Materials Sell Value
The Sell value is the potential value of each time entry. This is calculated using the sell rate of the item, from the cost matrix pricing tier associated to the client/job.
The report will also return any 'active' Purchase Orders and display the Cost and Sell rates.
1. The order must have an active/reportable status to show in this report.
2. The cost is the amount entered in the cost column on the order, the amount it will cost you.
3. The sell is the amount entered in the sell column on the order, the amount you hope to charge your client.
Time spent is also included in this report.
This is taken from staff time entries which can be viewed in Jobs > Costs
Total Estimated Time
Total Estimated time for each job will also be displayed.
This is taken from Jobs > Notes & Tasks and is a total of all estimated time for all tasks assigned to each job.
Finally the report will display any Invoices on the job and will include the invoice number, invoice date and the amount invoiced.
Note: All non-home branch figures are converted to the home branch currency using the exchange rate values entered against a branch, unless you search by branch, in which case the result is in the branch currency.