Advanced reporting

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, identify your most valuable organisations, and prepare for tax time.

The dashboard is divided into four main sections:

• Income trends: a month-by-month chart of your gross earnings, showing how your income has changed over time
• Expense breakdown: a category-level breakdown of your deductible expenses, so you can see where your money goes
• Organisation analysis: a ranked view of the organisations you work with, showing earnings, booking count, and average rate per organisation
• Tax year summaries: headline figures for each tax year, including gross income, total expenses, taxable profit, and estimated tax liability

To open the reporting dashboard:

1. Go to Dashboard > Reporting
2. The dashboard loads with the current tax year selected by default (6 April to 5 April)
3. Use the date range controls at the top to change the period

All charts and figures update automatically when you change the date range. There is no need to click a refresh button.

The income trends chart shows your monthly gross earnings as a bar chart. Each bar represents one calendar month, and the height corresponds to the total value of paid invoices in that month.

• Hover over a bar to see the exact figure for that month
• The chart includes a trend line showing your rolling average, making it easy to spot whether your income is growing, stable, or declining
• Months with no paid invoices show as empty. They are not hidden, so you can see gaps in your working pattern

This view is particularly useful at the end of the tax year to understand your peak and quiet periods, helping you plan availability for the year ahead.

The expense breakdown shows your total expenses split by category. Each of the 8 expense categories (fuel, mileage, equipment, training, insurance, subscriptions, professional fees, other) is displayed as a proportional segment with its total value.

• Categories are sorted by value, with the largest first
• Each category shows both the absolute amount and the percentage of your total expenses
• Categories with no expenses in the selected period are hidden to keep the view clean

This helps you identify your largest deductible costs and spot any categories where you may be under-claiming.

The organisation analysis section ranks your organisations by total earnings. For each organisation, it shows:

• Total earnings: the sum of all paid invoices for that organisation in the selected period
• Booking count: how many bookings you completed for them
• Average rate: your average daily or hourly rate at that organisation, calculated from booking data
• Percentage of income: what proportion of your total earnings came from this organisation

This is useful for understanding client concentration. If a large percentage of your income comes from a single organisation, you may want to diversify to reduce risk.

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. For each year, you will see:

• Gross income: the total value of all paid invoices
• Total expenses: the sum of all logged expenses
• Taxable profit: gross income minus total expenses
• Estimated tax liability: an indicative figure based on current tax bands and National Insurance rates
• Effective tax rate: your estimated tax as a percentage of gross income

These figures are estimates intended to help with planning. They are not a substitute for professional tax advice or your actual self-assessment return.

All reporting data can be filtered by date range. The controls at the top of the dashboard let you:

• Select a tax year: choose from the pre-set tax year options (e.g. 2026/27, 2025/26) for a full-year view
• Custom range: set any start and end date for a custom period, such as a specific quarter or month
• Quick filters: jump to common periods like "This month", "Last 3 months", or "Year to date"

The selected date range applies to all four sections of the dashboard simultaneously. If you change the range, every chart and figure updates to reflect the new period.

Sessional has two places where you can view financial data: the Earnings page and the Reporting dashboard. Here is how they differ:

• Earnings page (all tiers): a table of individual bookings with their values, filterable by organisation and date range. Includes a CSV export and a simple tax reserve estimate. Best for checking specific bookings and exporting raw data.
• Reporting dashboard (Pro tier): visual charts, aggregate analysis, and cross-referenced data from bookings, invoices, and expenses. Best for understanding trends, comparing organisations, and getting a holistic view of your business.

The earnings page is available on all tiers. The reporting dashboard requires the Pro tier because of the additional data processing and analysis involved.

The reporting dashboard uses pure CSS for all charts and visualisations. This means:

• Charts load instantly with no JavaScript rendering delay
• They work on all devices and browsers, including older mobile devices
• Page size is kept small. There are no large charting libraries to download
• Charts are responsive and adapt cleanly to different screen sizes

The trade-off is that the charts are simpler than those produced by dedicated charting libraries. If you need more sophisticated analysis, you can export your data as CSV from the Earnings and Expenses pages and use your preferred spreadsheet or accounting software.