Practice Settings

To change your practice name:

  1. Click on the “Settings” button on the main screen and select “Practice Settings”.
  2. The practice Name is first on the list
  3. Simply select the text box and replace the existing text. Remember to ‘save’ any changes you make.

To upload your practice logo:

Once you’ve uploaded a logo, it will appear on the cover page of each report produced for the organisations in your account.

  1. Click on the “Settings” button on the main screen and select “Practice Settings”.
  2. Click the “Browse” button under the “Upload Logo” sub-heading.
  3. Find your Practice logo on your computer and click “Open”. You will now see your Practice logo in the settings page.
  4. Click the “Save” button at the bottom of the page to confirm selection.
  5. If you’d like to use a different logo for any organisation (e.g. for a client’s organisation) - head into organisation settings.

To change your practice colours:

  1. Click on the “Settings” button on the main screen and select “Practice Settings”.
  2. Scroll to find the Primary and Secondary Colour defaults.
    • Primary Report Colour - dictates the text colour of the organisation's name and top line of the cover page of reports
    • Secondary Report Colour - dictates the text colour of the report title, report date and bottom line on the cover page of reports
  3. Click on the colour box, Drag the colour bar up or down for your desired colour and then drag the selector circle over the shade you’d like to use. To save this change, click the colour pin

Report Settings

To change your default end of financial year

This default will automatically be applied to each new organisation you create. Simply open the dropdown and select the relevant date.

You can change the date for a specific organisation within organisation settings.

To change your default currency:

This default will automatically be applied to each new organisation you create. To change this simply open the dropdown and select the relevant date.

You can change the currency for a specific organisation within organisation settings.

Change your default report titles

Each Spotlight Product has a default report title - further instructions below. Simply select the text box and replace the existing text. Remember to ‘save’ any changes you make.

Default Report Title appears on the cover page of each report produced in Spotlight.

Default Forecast Report Title appears on the cover page of each report produced in Spotlight Forecasting.

Default Dashboard Report Title There are 3 default layouts in the Dashboard product. This default relates to the Classic dashboard only. The resilience and performance layout titles can be amended on a per report basis.

Default Multi Report Title appears on the Cover Page of each multi report produced.

The report footer appears on the bottom of each report produced (excluding Dashboards ). You can use this space however you wish. E.g. personalise the reports with your contact details, or for our accounting partners you may wish to enter a disclaimer.

Other settings

To change your multi master name

This determines the terminology used by Spotlight Multi in referencing the overall group of accounts. Simply select the text box and replace the existing text. Remember to ‘save’ any changes you make.

To change your multi entity name:

This determines the terminology used by Spotlight Multi in referencing each organisation. Simply select the text box and replace the existing text. Remember to ‘save’ any changes you make.

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