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 Forecasting click Forecasts.
Note: If you want to subscribe to or trial another product, please go to 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 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 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 column contains the date of the most recent report. To access the report, click the date.
Note: You can find earlier reports in the Report History tab within the organisations Settings option.
This shows the last date of activity in this organisation and the user who made the changes.
From the drop-down alongside the latest report, you can find shortcuts to create, share or download the report for the organisation.
Open the latest report to make changes.
Preview the current report, without making any changes.
Download the current report as a PDF.
Open the Report History to see all reports created for the organisation.
To return to the main dashboard from any area in the product, click on the Spotlight logo.
