Reporting dashboard for locums

The reporting dashboard pulls together everything you have recorded in Sessional and turns it into four plain-English panels: Earnings, Invoices, Expenses and Sessions (your 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: total deductible spend, mileage in kilometres, net earnings, and a category-by-category breakdown
• Sessions: 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 window you like (a quarter to match your BAS, a single month, or the full financial year from 1 July to 30 June) and press Apply. Every panel on the page refreshes to that period at once, so the Earnings, Invoices, Expenses and Sessions numbers always describe the same window.

Because the range is yours to choose, the dashboard does the obvious financial-year work without any fixed lock to a calendar year. Set 1 July to 30 June and you have a clean view to hand to your accountant or registered tax agent at year end.

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: a bar for each month with the dollar figure and the shift count beside it, so quiet and peak months stand out
• Earnings by organisation: your workplaces ranked by total earnings, with the shift count for each

The organisation view is the one most locums find useful. If a large slice of your income leans on one workplace, that is worth knowing: it shapes both your negotiating position and how exposed you are if that work dries up. It also feeds naturally into a Personal Services Income check, since concentration is one of the things the ATO looks at.

The Invoices panel shows your invoice total, how much has been paid, what is still outstanding and what is overdue, plus your average days to payment. A status breakdown bar splits everything across draft, issued, acknowledged, paid, overdue and void, and any overdue total is flagged in red with a prompt to follow up.

If overdue dollars keep showing up here, that is your cue to lean on Sessional's chasing tools rather than chase by hand. Overdue invoices are followed up automatically, and you can see the same payment signals workplaces send back through the signed link on each invoice.

The Expenses panel totals your deductible spend, shows mileage in kilometres (logged at the ATO cents-per-km rate), 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.

Seeing your categories side by side is the quickest way to spot a deduction you are under-claiming, or to sanity-check whether your mileage claim looks right against your fuel spend. The mileage figure here is kilometres travelled, ready to drop into the cents-per-km method at tax time.

The Sessions panel counts your total shifts, your cancellation rate, and your most active day of the week. A status breakdown follows each shift through Offered, Confirmed, Delivered, Invoice ready, Invoiced and Paid, and a seven-day heatmap (Monday to Sunday) shows the days you pick up the most work. It is a fast read on 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 period-by-period exports for your accountant or your own records. Charts on the page are drawn in pure CSS, so they load instantly and stay light on data, even on an older phone between shifts.