Navigating the dashboard

Last updated:
November 26, 2023

The dashboard is your central location for managing your account, organisations and users in Spotlight. Each Spotlight product has its own dashboard showing a list of the organisations you’ve set up in the product.


You can use the Help link to access our support guides and videos, and to raise a query with the support team.

  • Help Centre - The Help Centre includes helpful guides, step-by-step instructions and answers to the most popular questions.
  • Training - Register for a free training webinar or watch ‘how to’ videos.
  • Raise a Support Query - If you can’t find the answer you’re looking for, you can raise a support query and the helpful support team will be in touch within 24 hours (although you can expect a much quicker answer). We have an around-the-clock team ready to help you get back on track - we even work weekends!
  • Send Feedback - If you have any feedback or suggestions we’d love to hear from you!

Practice settings

The Practice Settings option contains your overall account settings. For further information, please refer to our Practice settings article.

Search bar

You can use the global search bar to search for and quickly access organisations across all products. You can also filter the dashboard by location or internal ID.

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Manage organisations


You can use this option to work with settings specific to the organisation. For further information, please refer to the Organisation settings article.

Manage Users

You can use this option to add or remove a user’s access to the organisation. For further information about working with and creating users, please refer to the Users article.

Invite customer care

You can use this option to give access to your organisation to our Support team, which can help answer any queries you may have.

Pin to top

This option pins the organisation to the top of the list, so that you can find the organisations you use most often without the need to scroll.

Latest Report

This column contains the date of the most recent report. To access the report, click the date.

Note: You can find earlier reports in the Report History tab within the organisation's Settings option.

Latest Activity

This shows the last date of activity in this organisation and the user who made the changes.

Report actions

From the drop-down alongside the latest report, you can find shortcuts to create, share or download the report for the organisation.

  • Edit - Open the latest report to make changes.
  • Preview - Preview the current report, without making any changes.
  • Export to PDF - Download the current report as a PDF.
  • View all reports - Open the Report History to see all reports created for the organisation.

Return to dashboard

To return to the main dashboard from any area in the product, click on the Spotlight logo.

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