Spotlight Reporting set-up and imports
Spotlight Reporting imports your actuals, budgets and tracking from Xero into reports, forecasts and a dashboard. We reconcile the books first, run the import and build the reports your managers read. The plan prices and limits below come from Spotlight's Australian business pricing page and its Xero help article.
What we do in Spotlight
- Authorise the connection to your Xero organisation and import the history you want to report on.
- Bring in Xero budgets and tracking categories, so reports can be filtered by department, site or region.
- Build a monthly report with the charts and commentary your managers ask for, and keep it as the layout for later months.
- Set up a forecast with more than one scenario where you want to test a decision before making it.
- Re-import each month once the books are reconciled, so the reports always sit on finished numbers.
How we set up Spotlight Reporting
- 01
List the reports
We find out which reports, KPIs and forecasts your managers use now and which they are missing.
- 02
Reconcile and import
We reconcile Xero, then import actuals, budgets and tracking into Spotlight.
- 03
Design the pack
We build the report and dashboard layouts and check their totals against Xero.
- 04
Refresh it monthly
Each month we import the new period and send out the updated pack.
Spotlight business plans in Australia
| What it lists | As published |
|---|---|
| Business plan, one organisation, per month | $65 |
| Each extra organisation on the Business plan, per month | $50 |
| Business 10 plan, up to 10 organisations, per month | $329 |
| Each extra organisation on Business 10, per month | $25 |
| Products in the Business and Business 10 plans | Reporting, Forecasting and Dashboard |
| Company consolidation in Spotlight Reporting | Up to 50 entities, with intercompany accounts eliminated |
| Xero actuals you can import | The current financial year and the three before it |
| Xero tracking data | Actual, budget and cash figures for both Xero tracking categories |
| Importing a period again | The new data replaces the old |
Source: Spotlight Reporting Limited, Pricing, business plans (Australia); Spotlight Reporting Limited, Help article: Xero. Checked 15 Oct 2026.