Spotlight Dashboard Help Centre

Get started - how to create your own dashboards

 

Settings

  Practice Settings
  Users
  Billing
  Navigating the Dashboard
  Organisation Settings
  Practice Branding
  Location & Internal ID
  Formula Gallery
  Invite Customer Care
  Security options
  Two-step Authentication

Import

  Excel
  Google Analytics
  MYOB AccountRight Desktop
  MYOB AccountRight Live
  QuickBooks Desktop
  Quickbooks Online
  Sage 50 Accounts
  The Spotlight Desktop Connector
  WorkflowMax
  Xero
  Troubleshooting Excel Import
  Troubleshooting MYOB Import
  Troubleshooting MYOB AccountRight Desktop Import
  Troubleshooting Sage Accounts imports

Customise Data

  Editing Data
  Lock Dates
  Budgets
  Report Codes
  Spotlight Display Name
  KPIs and Non-Financial
  Default KPIs and Targets
  Add KPI/Target accounts
  Default Non-Financial Accounts
  Add non-financial accounts
  Working with tracked budgets

Customise Layout

  Pages
  Charts
  Sample Reports

Complete

  Report Title
  Sharing a Report

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