The dashboard is your central location for managing your account, organisations and users in Spotlight. Each Spotlight product has its own dashboard showing a list of the organisations you’ve set up in the product.
Spotlight has four different products: Reports, Forecasts, Dashboards and Multi. Only the products you're currently subscribed to will appear on your dashboard.
To access a product, click the relevant tab. For example, to move into Spotlight Reporting, click Reports.
Note: If you want to subscribe to or trial another product, please go to Practice Settings > Billing.
You can use the Help link to access our support guides and videos, and to raise a query with the support team.
The main Practice Settings option contains your overall account settings. For further information, please refer to our account settings article.
You can use the global search bar to search for and quickly access organisations across all products. You can also filter the dashboard by location or internal ID.
You can also use the filter options to set a filter on the list. Enter avalue into the Filter by name box to filter the list to only organisations where the name contains that value, or alternatively filter by internal ID or location. The filter remains applied to the list until you remove it - to do this, click the X alongside the filter.
You can use this option to work with settings specific to the organisation. For further information, please refer to the Organisation Settings article.
You can use this option to add or remove a user’s access to the organisation. For further information about working with and creating users, please refer to the Users article.
You can use this option to give access to your organisation to our Support team, which can help answer any queries you may have.
This option pins the organisation to the top of the list, so that you can find the organisations you use most often without the need to scroll.
This shows the last date of activity in this organisation and the user who made the changes.
To return to the main dashboard from any area in the product, click on the Spotlight logo.
