Add an organisation

Last updated:
November 24, 2023

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You can add your organisation quickly and easily.

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  1. From the main Spotlight screen, click the Add button.

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  1. You’ll then be prompted to enter the following information:

    ‍Name - The name of the organisation. This will appear on the final report.
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    ‍Location - An optional internal-only field. This doesn’t appear on the final report, but you can filter the organisation list via this option later if needed.
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    ‍Internal ID - An optional internal-only field. As with the location, this doesn’t appear on the final report but you can use it to filter if needed.
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  2. Once you’ve entered the information you need, click Add Organisation.

Next, you need to choose the template to use for your report. 

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