Reporting dashboard for locums

The reporting dashboard groups your shift, invoice and expense records into four plain-English panels: Earnings, Invoices, Expenses and Shifts. It is built for locums who pick up work from more than one source, so the numbers span every clinic, hospital, pharmacy and agency you have logged, not a single roster.

• Earnings: total earned, your average shift rate, average shifts per month, and how many workplaces you have worked across
• Invoices: invoice total, paid, outstanding and overdue dollars, plus your average days to payment and a status breakdown
• Expenses: recorded spend, kilometres, earnings minus expenses, and a category-by-category breakdown
• Shifts: total shifts, cancellation rate, your most active day, and a seven-day heatmap of when you work

Head to Dashboard, then Reporting. It opens on the last twelve months by default. At the top there is a simple From and To date picker with an Apply button: set any date window and press Apply. Shifts use their shift dates, invoices use their creation dates, expenses use their recorded dates, and paid cancellation fees use their payment dates. The panels therefore measure different things within the selected range.

Choose the dates you need for a review with your accountant. Keep a note of the selected range and check the underlying records before treating the totals as money received or figures for a tax return.

The Earnings panel headlines your total earned for the period alongside your average shift rate and average shifts per month, so you can see at a glance whether your rate is holding up and how busy you have been. Below that:

• Monthly earnings trend: bars for months with calculated shift values or paid cancellation fees, with the dollar figure and shift count beside each
• Earnings by workplace: your workplaces ranked by total earnings, with the shift count for each

The Avg shifts / month calculation uses the months present in the earnings data, rather than every month in the date range. If a large slice of your income leans on one workplace, that is worth knowing when you plan future availability or discuss rates. Ask your registered tax agent about any tax questions; this breakdown does not determine your tax position.

The Invoices panel shows your invoice total, how much has been paid, what is still outstanding and what is overdue, plusAvg days to payment, calculated from paid invoices with both issue and settlement dates.Invoice status breakdown groups invoices by their recorded status. Any overdue total appears with a prompt to follow up.

If overdue amounts appear, check the individual invoices and any recent payment information before following up. The automatic chasers guide explains the follow-up tools and their conditions.

The Expenses panel totals your recorded expense amounts, adds the recorded kilometres, and calculates net earnings as earnings minus expenses for the period. A category breakdown ranks where the money goes across fuel, mileage, equipment, training, insurance, subscriptions, professional fees and other, and a monthly expenses chart sits next to it.

Use the category breakdown to check unusual amounts or missing records. The kilometres figure is a sum of entered distances, not a calculated deduction. Review eligibility and supporting records with your tax agent.

The Shifts panel counts your total shifts, your cancellation rate, and your most active day of the week. A status breakdown groups shifts by their recorded status, and a seven-day chart (Monday to Sunday) shows the working-day counts used by reporting. It is a view of your working pattern, handy when you are planning availability or deciding whether to take on a regular day somewhere new.

When a report has loaded, an Export CSV button appears top right. It writes a single tidy file covering all four panels: monthly and per-organisation earnings, the invoice summary and status counts, expense categories and monthly totals, and your shift status and day-of-week counts. The filename includes the date range you chose, so it is easy to keep a set of exports for your accountant or your own records. Press Apply after changing the dates, then check the loaded figures before exporting.