Learn to use the Report Cover option in Spotlight to personalise report covers with your company's brand.

Learn how Spotlight completes multi-currency conversions when working in a multi-currency consoldated reprorts.

Build an insight-driven report in minutes with our expertly-crafted templates

Learn how to customise the standard Spotlight charts - change titles, date ranges, chart types and colours!

Feature specific KPIs, values from individual accounts, or display the result of any other calculation

Learn how to customise the standard Spotlight charts - change titles, dates ranges, chart types and colours.

Learn to navigate the Profit and Loss Analysis page, and choose from a number of different page settings.

Our Action Plans release helps advisors clearly communicate key actions and keep track of progress, dealines and responsibilities.

This video is about customising the Executive Summary.

This video explains how customise your report layout and content.

Learn to navigate balance sheet customisations from balance sheet analysis, group balance analysis, enitity Balance sheet analysis.

The Balance Sheet Analysis (Account Groupings) page provides more flexibility and customisation options for better readability and analysis of reports.

Learn to add KPI accounts, non financial accounts, and edit or remove accounts.

Spotlight has has over 100 different sample charts for you to choose from when building your reports. If we don't have the chart you're looking for, you can easily build your own.

Learn to navigate our three layouts in Spotlight Dashboards - Classic, Resilience, and Performance.

Learn to navigate comparison pages in Spotlight Forecasting, show figures from your budget and forecast tasks side-by-side on a single page.