Compass provides easy navigation using a button bar with graphic symbols to quickly and easily move through the various operational functions. 

https://youtu.be/eo0YxINLMf0

Click on the links to view and download additional training materials for this module.

Budget Compass Session Guide

Learn best practices for maintaining your Compass plan on a monthly, quarterly, and annual basis.

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Best Practices Checklist

This tutorial is a step-by-step guide to using the Compass Excel Add-In, including information on linking your plans to the Add-In, using the Data Wizard to automate your data import, and creating custom reports.

https://plansmith.com/pub/tutorials/AddIn32/AddIn32.html

Click on the links to view and download additional training materials for this module.

Appendix C: Compass Excel Addin

This tutorial is a step-by-step guide to using the Compass Excel Add-In, including information on linking your plans to the Add-In, using the Data Wizard to automate your data import, and creating custom reports.

https://plansmith.com/pub/tutorials/AddIn64/Using_the_Compass64_AddIn.html

Click on the links to view and download additional training materials for this module.

Appendix C: Compass Excel Addin

The Executive Dashboard is the reporting capability that creates Internet-based, point and click analysis at a glance, distilled from the vast quantities of information in your Compass.

https://plansmith.com/pub/tutorials/ExecutiveDashboard/Executive_Dashboard_Overview.mp4

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Executive Dashboard User Guide

Review how literally, thousands of reports and graphs are instantly available in Compass.

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Compass Report Menu

 The  Report Designer allows you to select account and ratio data from Compass’ vast database and place it on a spreadsheet-type layout, perform some basic calculations and save it to the Report Menu.

https://plansmith.com/pub/tutorials/Report_Designer/Report_Designer.html