Practice Branding

Spotlight is an essential tool for accountants offering advisory services. The following settings will help you add your own branding and colours to the reports you produce to maximise your brand to clients!

Branding Reports

Upload your practice logo:

Once you’ve uploaded a logo, it will appear on the cover page of each Spotlight Reporting, Forecasting, Dashboard (Resilience and Performance layouts) and Multi report you produce.

  1. From your main screen click on the “Settings” button 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.

If you’d like to use a different logo for any organisation (e.g. for a client’s organisation) - head into organisation settings.

Add your practice colours:

Adding your colours to Spotlight will compliment your logo on the cover page of each Spotlight Reporting and Multi report you produce.

  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.
  4. To save this change, click the colour pin

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 the Spotlight Reporting report. It also features on the top of each page within the report.

Default Forecast Report Title appears on the cover page of the Spotlight Forecasting report. It also features on the top of each page within the report.

Default Dashboard Report Title There are 3 default layouts in the Dashboard product. This default relates to the Classic dashboard only. The default will appear on the first tile of the classic layout and cannot be edited on a per report basis. The resilience and performance layout titles can be amended on a per report basis.

Default Multi Report Title appears on the cover page of the Spotlight Multi report. It also features on the top of each page within the report.

The report footer appears on the bottom of each page within a report (excluding Spotlight Dashboards). This is a great area to add a disclaimer or your contact details.

Branding Charts

Match graph colours to your practice colours

Changing the colours within the report graphs allows you to further align each report with your practice.

  1. From the ‘Customise Layout’ tab, hover your mouse over the relevant page and select the ‘customise’ button.
  2. Find the chart you wish to customise and click ‘customise this chart’.
  3. From the ‘series’ tab open the relevant drop-down.
  4. Click on the ‘colour’ block and scroll through the different colours available.
  5. Repeat for each series you’d like to change.
  6. Click ‘update’ to save your changes.

Provide chart narration

The chart narration is a great tool to leave an explanation, or set of tips to help your clients understand each graph on their report. The narration appears under each graph.

  1. From the ‘Customise Layout’ tab, hover your mouse over the relevant page and select the ‘customise’ button.
  2. Find the chart you wish to customise and click ‘customise this chart’.
  3. From the ‘chart’ tab open the ‘Narration’ dropdown. You’re now able to enter any text you’d like - feel free to copy our graph explanations here.
  4. Click ‘update’ to save your changes.

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