Advanced reporting

Reporting gathers your bookings, invoices and expenses for one date range and sets them out in four blocks, each with headline figures and simple bar rows. This article says sessions throughout; if your profession works shifts, the page says shifts.

1. Open Reporting in the Money group of the dashboard menu (on a phone, from More).
2. The page opens on the last 12 months, ending today. It does not start on the tax year.
3. To change the period, set the From and To dates and press Apply.

Nothing changes until you press Apply: changing a date on its own leaves the old figures on the page. There are no preset buttons such as this month or year to date, and no tax-year picker. For a tax year, enter 6 April as From and 5 April as To. One period applies to every block on the page.

Earnings counts worked sessions that have already ended, at the agreed gross amount. Cancelled sessions are left out. Work booked inside the period that has not ended yet is shown separately as Booked ahead and is not in the earned total.

• Total earned, Average session rate (total earned divided by the number of sessions, so a day rate and an hourly booking are averaged together), Average sessions a month and Organisations worked
• By month: one bar row for each month that has earnings, with the amount and the number of sessions. A month with no ended work has no row
• By organisation: ranked by amount, each with its amount and number of sessions. There is no average rate or share of income for each organisation

The bars are plain rows with the figure printed beside each one. There is nothing to hover over and no trend line.

Invoices issued in the period (or created in it, for drafts):

• Invoiced: the total of invoices that are not drafts and not void
• Paid and Outstanding
• Average days to payment: from issue to the payment date, across paid invoices in the period
• A count of invoices in each status

The Overdue line is different on purpose: it is everything overdue on your account today, the same figure as on Home and Money, not only invoices issued inside the period.

• Total expenses and Mileage for the period
• Net earnings: total earned less total expenses. It is not a tax figure
• Expenses by category, largest first, and by month. Categories with nothing in the period are not listed

• Total sessions in the period and a count in each status
• Cancellation rate: cancelled sessions as a share of all sessions in the period
• Most active day and a count for each day of the week

Reporting has no tax-year summary, no estimate of tax owed and no effective tax rate. Tax estimates live on the Tax planner→, which is a Plus feature. Figures here are for planning and are not tax advice.

Export CSV, at the top of the page, downloads the report for the period that is applied: the figures on screen, in one file your accountant can open in a spreadsheet. If you have changed the dates, press Apply first; the export is not available for dates you have not applied. There is no PDF export.

For line-by-line detail rather than totals, use the CSV exports on the Earnings and Expenses pages (Plus and Pro). Each of those holds up to 500 rows a file.

• Earnings (Plus and Pro): your worked sessions one by one, with a CSV export.
• Reporting (Pro): totals and comparisons across sessions, invoices and expenses for one period.