In this training session, we'll show you how to use the new Spotlight Forecasting & Reporting Integration.
You'll see how to bring your Spotlight Forecasting budget data directly into Spotlight Reporting and use it to create more up-to-date, insightful management reports.In this session, you'll learn how to:
- Connect Spotlight Forecasting directly to Spotlight Reporting
- Import budget data into your reports in just a few clicks
- Use your Forecasting budget for Actual vs Budget and variance reporting
- Use forecast data as future projection data in your reports
- Keep your reporting aligned with your latest financial plans and forecasts
Who is this session for?
This training is ideal for Spotlight Reporting and Spotlight Forecasting users who want to get more from the connection between forecasting and management reporting. Whether you're preparing monthly management reports, board reports or client reporting packs, you'll come away with practical knowledge you can put into action straight away.





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