Release Notes

With the new ‘Make a copy’ button, you can duplicate any of your report pages. You also have control over where these copies land in your report and what they’re named.

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

We recently added a new Eliminations Tab to help you review a list of all eliminated accounts in your Consolidated Forecasts.

If you have a question, our revamped Help menu will get you to the answer. From guided tours to Spotlight Certification, all things help can be found here.

When it comes to visualising data, colour is very important. Now you can choose any (seriously!) chart colour you want with the new Custom Colour Picker.

Now, you can quickly and easily exclude inter-entity balances and values to get the full picture of forecasted group-level performance, and ultimately get the best shot at success.

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.

We’re pleased to announce this is now 2x faster. We know there’s no finish line when it comes to speed, so we’re committed to making ongoing performance improvements. Watch this space.

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.