Advanced reporting
Visualise your earnings, expenses, and working patterns with interactive summaries.
What the reporting dashboard shows
The advanced reporting dashboard gives you a visual overview of your locum business. It pulls data from your bookings, invoices, and expenses to generate charts and summaries that help you understand trends and prepare for tax time.
Accessing the reporting dashboard
- Go to Dashboard > Reporting
- The dashboard loads with the current tax year selected by default
- Use the date range controls at the top to change the period
All charts and figures update automatically when you change the date range.
Income trends
The income trends chart shows your monthly gross earnings as a bar chart. Months with no paid invoices stay visible so you can see gaps in your working pattern.
- Hover over a bar to see the exact figure for that month
- A trend line shows your rolling average
- Empty months are not hidden
Expense breakdown
The expense breakdown shows your total expenses split by category. The largest categories appear first, with amounts and percentages side by side.
- Categories are sorted by value
- Each category shows both the amount and the percentage of your total expenses
- Categories with no expenses in the selected period are hidden
Organisation analysis
The organisation analysis section ranks your organisations by total earnings. You can see total earnings, booking count, average rate, and the share of your income that each organisation contributes.
This is useful for understanding client concentration and whether you want to diversify your work.
Tax year summaries
The tax year summary section provides headline figures for each complete tax year in your account. The UK tax year runs from 6 April to 5 April.
- Gross income
- Total expenses
- Taxable profit
- Estimated tax liability
- Effective tax rate
These figures are estimates intended to help with planning. They are not a substitute for professional tax advice.
Date range filtering
The controls at the top of the dashboard let you choose a tax year, a custom range, or quick filters such as This month, Last 3 months, and Year to date.
The selected date range applies to all four sections simultaneously.
How reporting differs from the earnings page
Sessional has two places where you can view financial data.
- Earnings page: a table of individual bookings with a CSV export and a simple tax reserve estimate.
- Reporting dashboard: visual charts, aggregate analysis, and cross-referenced data from bookings, invoices, and expenses.
The reporting dashboard requires the Pro tier because of the additional data processing and analysis involved.
CSS-based charts
The reporting dashboard uses pure CSS for its charts and visualisations. That keeps the page small, fast to load, and responsive across devices.
If you need more sophisticated analysis, export your data as CSV from the Earnings or Expenses pages and use your preferred spreadsheet or accounting software.