Getting Started
Welcome to Spotlight Reporting
New to Spotlight and not sure where to start?
We’ll walk you through the basics so you know what to expect along the way.
It's time to get started!
Our experts have pulled together all of the best videos and resources together so you can get on your way and experience the best of Spotlight. Watch our 'Getting Started' video and learn the fundamentals to help you start using Spotlight the best way, right away.
Next up? Watch a Training Video
These two videos are the perfect way to get up to speed and on your way to building great reports and forecasts.
Bring your data to life
Have a go at importing data into Spotlight from leading sources of financial data like Xero, QuickBooks Online, MYOB or Sage 50, to other non-financial data from myprosperity, Google Analytics and WorkflowMax. It's quick and easy.
Ready to create your first report?
- Customise your Data
Edit imported data, and add KPIs or Non-Financial accounts - Choose a Report Template
Save time with our Industry Templates - Customise your Charts
Choose and customise a wide selection of charts - Preview and share!
A report can be sent by email, viewed online, or downloaded as a PDF
Have a go at creating your first forecast!
- Enter your budget, forecast and scenario settings
Name your forecast, choose your import dates, plus more - Select a data source
Enter your data manually or import from your chosen source - Customise your budget, forecast and scenario
Add any adjustments to your accounts - Customise your report layout and content
Set filters, and customise your layout and content
Now lets build your Dashboard
- Customise your Data
Edit imported data, and add KPIs or Non-Financial accounts - Choose your Dashboard Layout
Save time with our Classic, Resilience, Performance layouts - Customise your Charts
Choose and customise a wide selection of charts - Preview and share!
Your Dashboard can be sent by email, viewed online, or downloaded as a PDF
Franchise or Not for Profit? Try Multi!
- Customise your Data
Edit imported data, and add KPIs or Non-Financial accounts - Customise your Layout
Add pages like Profit and Loss Analysis or an Action Plan - Power-up with Multi features
Learn about multi-currency and Inter-company eliminations within Multi - Preview and share!
Your Multi Report can be sent by email, viewed online, or downloaded as a PDF
Want to learn more? Here are a few resources to help
Loaded with handy tips, best practice advice, and success stories, our resources will make sure you're getting the most out of Spotlight
Success is yours!
You’re ready to dive into your Spotlight account. And remember, you can always explore our Help Articles and Interactive Guides in the software when you need a some support along the way.
Here's how to step up your game
Our online self-paced Spotlight Certification course will take you and the team's expertise to the next level
COURSE
Spotlight Certification
Register