# A-Z List Feature Guide

Our Spotlight A-Z List Feature Guide provides a clear direction for you or your business to grow a trusted advisor relationship with your clients.

## Features

### Reporting
  
[Account Groupings](https://vimeo.com/305406413)  
Show accounts grouped as you want them - easy drag and drop functionality.

### Agriculture - Dairy
  
[Pre-built template including metrics specific to businesses in the Agriculture industry.](https://help.spotlightreporting.com/reporting/agriculture-dairy-template)

### AI-Powered Action Plans
  
[Use AI to automatically generate actionable recommendations from your Executive Summary to help set goals, track progress, and drive results.](https://help.spotlightreporting.com/help-articles/action-plan)

### AI Suggestions
  
[Use artificial intelligence (AI) options in the Executive Summary to automatically generate commentary on your report.](https://help.spotlightreporting.com/help-articles/ai-suggestions)

### Benchmarking
  
[Highlight over/under achievers with benchmarking and exception reporting.](https://blog.spotlightreporting.com/grow-your-franchise-with-cloud-reporting-and-benchmarking)

### Budget Creation
  
[Create a budget from imported data, prior year actuals or manual entry.](https://help.spotlightreporting.com/reporting/budgets)

### Cash Basis Reporting
  
[Cash Basis Reporting made easy with pre-build Profit & Loss Report, and Cash Basis Report Template.](/content/blog-posts/say-hello-to-cash-basis-reporting/index.html)

### Cashflow Forecast
  
[Create a profit & loss, balance sheet and cashflow forecast for up to 5 years.](https://blog.spotlightreporting.com/cashflow-forecasting-for-client-financing)

### Categories/Segmentation Reporting
  
[Compare and contrast your Groups with category tags in Spotlight.](https://help.spotlightreporting.com/reporting/categories)

### Customisation
  
[Flexible and scaleable - save time, effort and stress with reports & charts.](https://help.spotlightreporting.com/reporting/customise-layout)

### Excel Export/Import
  
[Import from Excel. Export to Excel for additional customisation or manipulation.](https://help.spotlightreporting.com/reporting/excel)

### Executive Summary
  
[Editable text page with pre-built topics, auto text, image upload and custom text.](https://vimeo.com/108534709)

### Google Analytics
  
[Google Analytics integration for website traffic and monitoring metrics](https://help.spotlightreporting.com/reporting/google-analytics)

### Personal Wealth Reporting
  
[Report on personal wealth and cash flow for couples and large family groups.](https://help.spotlightreporting.com/reporting/personal-wealth-manual-data)

### White-Labelling
  
[Build your own reports and present with your own branding, logos & colours.](https://help.spotlightreporting.com/reporting/creating-your-own-chart)

### Xero
  
[Import actual and budget data from Xero at the click of a button.](https://help.spotlightreporting.com/reporting/xero)

### Templates - Customisable
  
[Work at scale by creating & saving your own templates to apply to other clients.](https://help.spotlightreporting.com/reporting/overview)