Overview

 

Report Date 

Overview Page Report Date

The Report Date selector sets the current month in the report and affects the 'Current Month' column, the YTD and EOFY analysis columns as well as the 'Budget' series on a chart.

Note: If the report date is set for August, the actuals up to August are shown and the months of September (onwards) are seen as future months and will show budget values. 

 The report date changes which months are actuals and budget values when editing data on the customise data grid.

 

Filter

Overview Page Report Filter

 

The filter drop-down can be used to filter the whole report by one category:

  • Xero tracking categories
  • QuickBooks locations and classes
  • MYOB locations and jobs

Note: Consolidated reports can also be filtered by their categories.

 

Choose Template 

Overview Page Choose Template

 

The choose template drop-down box lets you reset the report to a predetermined layout. Resetting the report template will discard any customisations you have made.

You can choose between our Basic, Standard and Advanced templates, a previously saved template or an industry template.

Note: If you do not see the choose template drop-down box or the save as template button, please check your user role with your Spotlight Admin.

 

Add a page

Overview Page Add Page

  1. Open the Customise Layout tab, then click Add Page.
  2. From the Page Type drop-down list, choose the type of page you want to add.
  3. If required amend the automatically generated name in the Page Name box.
  4. From the Insert After drop-down list, choose where you want to place the new page then click Save. 

Note: You can add the same page type to your report multiple times. For example, you could add two or more Profit & Loss pages, with each page using different settings. 

 

Save a template

Overview Page Save as Template

After customising your report, you may want to save this layout as a template. The saved report template layout can be used again in future reports or reports for other organisations.

  1. From the top right-hand corner of the Customise Layout tab, click Save as Template.
  2. Enter a name for the template, then click Save.
  3. If you need to make additional changes to the template after saving it, click Save as Template again.  You can then enter a new name to save a separate copy, or choose to update the existing template.

Note: If you want to rename or delete a custom made template, you can do this from the practice settings.

 

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