Release Notes

We’ve added even more column options to Spotlight Reporting and Spotlight Multi, giving users a wider variety of options to include in their P&L analysis. More choices are available across monthly, quarterly, and annual time periods.

Childcare and Construction report templates are now available and can be used as a springboard into regular reporting. These templates are split into two layers—financial metrics and operational metrics—to give a well rounded view against goals and objectives.

We’ve incorporated your feedback to make several improvements to our main screen in Spotlight Reporting and Dashboards. You can now search for organisations in real-time, pin your favourites to the top of the screen, and conveniently sort columns.

Gain deeper insights into your consolidated group and filter an entire report or a single page by an individual entity (or collection of entities) within the group.

Save hours of data entry and add custom tags into the Executive Summary. Quickly surface data and display the information that is most relevant for your report readers.

As part of our Account Groupings feature, we've now added a second layer of nesting to the Profit & Loss Analysis Page! By grouping non-essential accounts and highlighting important ones, it's now easier than ever to sift through the data and find the insights you need.

Spotlight is bringing new innovation to reporting with the launch of Tracking Category Reporting (including Tracked Budgets) for Xero and QuickBooks data sources.

Templates are starting points and snapshots of how teams (including our own) use reports in Spotlight. We've made several updates to the default templates including reordering pages, changing the name of the KPIs and non-financials page, and editing the cash labels.

For the financially focused sections of your Executive Summary (like Revenue and Bank), make use of our Auto-Text and Tags features to quickly reference financial data from your reports.‍

We’ve crafted this new Industry Template to help you capture and visualise the right key performance indicators (KPIs), so you can grow your (or your client’s) online business.