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Date recorded: 28 June 2018
- Navigating around the main dashboard
- Adding an organisation
- Importing your data
- Editing your report layout
- Sharing the report with others
Other Content: Spotlight Reporting: Advanced (30 mins) - vimeo.com/164031671
Date recorded: 25 January 2018
- Customising your data
- Setting up and reporting on KPI's / Targets
- Creating your own Custom Charts with our formula builder
- Saving Report Templates
- Creating a consolidated/group report in Spotlight Reporting
Other Content: Consolidation Tips (Spotlight Reporting) - vimeo.com/200752640
Date recorded: 03 July 2018
30 minute introductory webinar recording
1. Setting up a new organisation
2. Working with the Task Manager screen
3. Importing data
4. Flexing budgets
5. P&L Forecast rules
Date recorded: 22 May 2018
Format: 30 minute presentation
1. Updating actuals in a forecast
2. Balance Sheet Forecast rules
3. Cash adjustments
4. Creating 'what-if' scenarios
5. Presenting reports
More stuff from “Spotlight Training”
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