Practice Settings

To change your practice name:

  1. Click on the “Settings” button on the main screen and select “General”.
  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, you can use it 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 “General”.
  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

The options to change the colours for the practice are now available in the Report Covers tab - for further information on these and the other cover page options, please refer to our Customising Report Covers article.

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.

Spotlight Reporting appears on the cover page of each report produced in Spotlight.

Spotlight Forecasting appears on the cover page of each report produced in Spotlight Forecasting.

Spotlight Dashboards 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.

Spotlight Multi 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.

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