With Storyhunter reports you can easily track your account's financial and freelancer spend.
You must be a company admin or a billing contact in order to view your company’s financial and freelancer spend reports. If you need to request this role, please contact your company admin or email@example.com.
To access click Reports in the top navigation bar.
Once you click into Reports, you'll see that you can toggle between Projects, Freelancers, and Invoices.
This gives you the ability to see your spend by project or by freelancer as well as all your invoices and what their status is.
Projects Spend Reports
The Projects page will give you the yearly overview of all your spend on the Storyhunter platform.
At the top of the page you can get an idea of the key numbers: total spend year-to-date, average monthly spend, average project spend etc.
Please note: The displayed data reflects completed projects up until the current date. Exception being the Avg. Monthly Spend YTD and Avg. Projects Monthly, which include projects up until, but not including, the current month.
There are also a few toggles you can filter by in this view:
- Toggle by Year: You can look back at previous years' reports if your account has been active on Storyhunter for more than the current year.
- Toggle Spend or Count: If you're looking to understand the number of projects completed, as opposed to amount spent, you can use this toggle.
- Toggle by Cost & Story Codes: You can isolate specific Cost and Story Codes to appear on the graph. Just click the ones you want.
If you scroll down you will see that there is an interactive list of the completed projects. On the right of this you can download all this information into a CSV file.
Under the Freelancer Reports you have the ability to track your spend with each freelancer, the number or Projects completed and how many freelancers you’ve added.
We automatically show your top ten freelancers by earnings in the Top Freelancer Earnings Graph. You can view and download the full list from the table below the graph.
The Invoices tab allows you to see the Storyhunter invoices that are Due, Paid, and Past. You can filter by status of payment as well as organise the list by the listed filters: invoice number, date completed, Cost and Story codes, project ID etc.
You can also download copies of invoices as required by clicking the download symbol to the right of the specific invoice listing.