Spotlight Reporting was designed for company consolidations of up to 75 organisations. You can use it to create both consolidated and organisation level comparative Profit and Loss and Balance Sheet reports and includes the options for multi-currency reporting and eliminations.
Once you’ve set up each organisation in Spotlight Reporting, you can add a group and choose which entities to include in the group report. You can then create a new report in which you can customise the data, customise the layout of the report and finally share or download a copy of your consolidated report.
You can still run reports for the individual organisations once you’ve added them to a group.
Note: When you add a group, this counts toward your overall number of organisations in Spotlight. Depending on your subscription, this may result in an additional charge.
Note: To get started quickly, we recommend that you add the individual organisations to Spotlight before you create the group. If required, you can add an organisation to multiple groups.
Note: You can still run individual reports for the organisation after you add it to a group. If required, you can add an organisation into multiple groups.
Note: When you remove an organisation from a group, this does not remove it from Spotlight. You can permanently delete an organisation from its organisation settings screen.
Once a group has been created, it will take you straight into the file to begin preparing the report. The below screen shot shows the tabs across the top of a page, which is the workflow that will be used when creating a the consolidated report.
Note: The Import All option only works when all of your data sources are from Xero.
For help with any of the data sources (Xero, Quickbooks Online, Excel, Google Analytics or WorkflowMax), or on what to do if an import fails please refer to the relevant import guide.
To review the data you’ve imported, or make any amendments, open the Customise Data tab.
Further help with Customise Data.
From the Customise Layout tab, you can amend the layout, pages and graphs within your report.
Further help with customising your layout.
From the Preview tab, you can view your consolidated group report.
From the Complete tab, once you’re happy with the report you can view it online, email it to someone else, or download a PDF copy.
When you’re sure you don’t need to make any further changes, you can also publish your report. Publishing a report finalises and locks the report, preventing further changes. If you need a copy of the report, you can always access this from the Report History area in the group’s Settings page. Any future updates to the data will not affect this report.
Note: When you delete a group, this deletes all of the consolidated reports produced for this group. Before you delete the group, we recommend that you save a copy of each report onto your computer. The individual organisations, and any individual reports produced for them, are not deleted with the group. If you want to delete an individual organisation, you can do this from its organisation settings page.