Custom tags

Last updated:
November 26, 2023

When you work in the Executive Summary page, or set up a text panel, as well as selecting from our pre-set list of tags to automatically complete the page with data from your report, you can set up your own custom tags. This can be useful to report on values from individual accounts, or display the result of any other calculation based on the data you've imported into Spotlight.

To set up a custom tag

You can set up the custom tag from within the Formula Gallery for the organisation.

  1. From the main dashboard, click the three dots to the far right of the organisation name, then click Settings.
  1. Within the organisation settings, click the Formula Gallery tab.

    Alternatively, if you're working in the Executive Summary, within the section you're working in click the Tags option, then hover the mouse over the Custom option, and click Create Custom Tag. You'll then be prompted to go to the Formula Gallery to set up the new tag.

    Note: You can also access the Formula Gallery from the practice settings at the top right-hand corner of the main dashboard. However, if you access it in this way, please note that you will not be able to create organisation level formulae using individual account names, as these are held at organisation level.

  2. To set up a new formula from scratch, click Create Sustain Formula.

    Alternatively, if you want to amend an existing formula, from the Actions section you can click the Copy and Edit button alongside a default formula, or click the Edit button alongside a formula you've previously created.
  1. Next, use the Formula Builder to set up the formula you need. This formula can use imported accounts or accounts you've set up manually within Add data tab.
  2. Once you've finished creating your formula, click Save As.
  3. From the Available to drop-down list, choose either Organisation or Practice. If you choose Organisation, your formula will be available only within this organisation. If you choose Practice, the formula will be available to all organisations.
  4. Enter a name for the formula.
  5. If required, enter any formula tags. You can use these to search for the formula later.
  6. To save the formula, click Save.

To use a custom tag

  1. In the Customise Layout tab, click to Customise the Executive Summary page. Alternatively, if you're working with a text panel click to Customise the page containing th text panel, then click Customise for the text panel itself.
  2. Click where you want to place the custom tag, then click the Tags drop-down list.
  1. Click Custom, then select the tag you want to insert.

The name of the tag appears in the data entry box, and when you click outside of this box, the result of your formula appears. This will automatically update in future, based on the report date.

Related articles

Spotlight Sustain