Once a view renders, it displays within the Spotlight workspace.
Every view generated contains a View Summary located beneath the Top Navigation Bar.
The view summary contains the following items:
| Item | Name | Description | ||
| 1 | Date Range |
Displays the To and From dates selected in the Select a Date Range panel. | ||
| 2 | Product Selected |
Displays the name of the Product, Product Category or Account Type selected in the Select a Product panel.
| ||
| 3 | View Selected | Displays the name of the view selected in the Select a View panel. |
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The content of the view varies according to the view selected in the Select a View field. To more information on view content, refer to the Views topic within this guide. |
Exporting to PDF
Within views, users are able to export the view to a PDF by clicking the PDF button located at the top of the view.
Clicking the PDF button opens the PDF version of the view in new web browser tab.
Standard PDF functionality such as Print, Save and Comment are available to Views in PDF format.
Exporting to Excel
To export the view data to Excel, click the 
icon in the top right of the view. Upon clicking the Excel icon, Spotlight prepares the data for export.
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Export limitations exist depending on the version of Excel installed.
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Once the data is ready, a pop-up window opens.
Click Open to immediately open the view data in an Excel workbook without saving.
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Users are able to save the data after the workbook opens. |
Click Save to save the view data to the Temporary Internet Files in an Excel workbook using a system-generated file name. Click Save As to save the view data in a name and location of the user's choosing.
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The file saves by default in the .xlsx format. |
If the Save options is selected, the workbook does not automatically open. Once the download has completed, click Open to view the workbook.
Updating Filters
Within a view, users are able update filters without navigating away from the rendered view. From the view summary, users are able to select the Date Range or View Selected to access the filters.
Once the date range or view selected is clicked, the filter menu cascades over the view. Update the desired filters and click OK to render a new view.
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To close the filter menu, click anywhere within the Spotlight Workspace. |
Viewing Graphical Summary Data
Within a rendered view, users are able to view summary data of the view graphs and charts by hovering the cursor over the graph. Refer to the examples below:
Viewing Data Filtered By Roll-up
When views are processed, users are able to Select a Roll-up in order to group data by month, quarter or year. Based upon the selection made, the graphics within a view will change.
- Month Roll-up
- Quarter Roll-up
- Year Roll-up
Refining Data
Within a rendered view, users may be able to refine the view by clicking on the graph data. If the cursor is represented with a hand, users are able to refine the data within the view.
Upon clicking on the graph, a Please Wait icon appears within the workspace while the new graph renders.
Once the new graph populates in the workspace, the Please Wait icon disappears.
Users are able to continue refining the analytic until the cursor changes from a hand to an arrow. Once the cursor becomes an arrow, the account type cannot be further refined.
As users refine a graph, Spotlight builds a path containing the Product, Product Category and Account Type selected to reach the current view. This path can be located in the Top Navigation Bar.
Error Messages
If the following error message is received while rendering a view, refresh the analytic screen. If the error message persists, contact your Akcelerant Customer Care Representative.
