Sample Reports

Spotlight Resources for Advisory & Business

We've brought our webinars, videos, podcasts and more into one place so businesses and advisors can easily access the industry leading content to navigate challenging times and build advisory services.


webinar](/content/resources/webinars/index.html)
Sample Report](/content/resources/sample-reports/index.html)
course](/content/resources/course/index.html)
podcast](/content/resources/podcast/index.html)
whitepaper](/content/resources/whitepaper/index.html)
videos](/content/resources/video/index.html)

Sample Reports

Spotlight Reporting Sample Report

Download a sample Spotlight Report to get an idea of the reports you can create.

download

Spotlight Forecasting Sample Report

Download a sample Cashflow Forecast produced by our Forecasting tool.

download

Spotlight Dashboard Sample Report

Download a sample Dashboard report for an instant snapshot of business performance.

download

Spotlight Multi Sample Report

For Franchises, NFPs, and industry specialists, Spotlight Multi allows you to aggregate, rank, and benchmark.

download

Consolidated Forecasting Sample Report

Download a sample Consolidated Forecast produced by our Forecasting tool.

download

Consolidated Reporting Sample Report

Generate a holistic view of the financial health of your group with Consolidated Reporting.

download

Spotlight Sustain: Lite Sample Report

A simple, straightforward example of how Sustain can fulfil your ESG reporting needs.

download

Spotlight Sustain: Advanced Sample Report

An in-depth template that covers everything from energy to health and wellbeing.

download

Get started today

Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. Take a look and judge for yourself.

start your free trial