Spotlight Reporting Advisory Course

An integrated cloud reporting and forecasting tool that allows you to create insights for better business decisions. Designed by Accountants, for Accountants

Benefits of being Spotlight certified

• You’ll gain an in-depth understanding of Spotlight Dashboard, Reporting, and Forecasting.
• You’ll grow your Spotlight knowledge to make report and forecast preparation more efficient.
• Ensuring your whole team is Spotlight certified will mean more consistent outputs for you and your clients.
• Spotlight Certification qualifies for CPD and CPE hours.

Course Content
Welcome to Spotlight Certification

Introduction

SETTINGS

Main Screen
Practice Settings
Report Covers
Formula Gallery
Organisation Settings
Adding a new organisation

IMPORT

Xero Import
QuickBooks Online Import
MYOB AccountRight Live Import
QuickBooks Desktop Import
MYOB AccountRight Desktop Import
WorkflowMax Import
Google Analytics Import
Excel Import

CUSTOMISE DATA

Customise Data overview
Report Codes
Display Names

CUSTOMISE LAYOUT

Customise Layout overview
Dashboard Layouts
Report Templates

PREVIEW AND COMPLETE

Preview Report
Complete Report

STRATEGY

Preparing a Spotlight Report
Spotlight Champions

COURSE DURATION : 3 Weeks

Number of Teaching Hours (12 Hours)

Online Sessions

WEEKEND

Saturdays & Sundays
10.30 Am to 12.30 Pm (Batch 1)
3.00 Pm to 5.00 Pm (Batch 2)

WEEKDAYS

Monday & Friday
10.30 Am to 12.30 Pm ( Batch 1)
3.00 Pm to 5.00 Pm (Batch 2)
7.00 P.m to 8.30 P.m (Batch 3)

Certifications

• On Completion “Spotlight Reporting Basic Certification”
• 30 % off on Cloud Accounting Courses
• Recommendation Letter from Cloud Accounting Academy