Model Overview
The tutorials in this section will provide a Compass overview with tips for basic navigation and reviewing reports.
Budget Compass Navigation (9:48)
Compass provides easy navigation using a button bar with graphic symbols to quickly and easily move through the various operational functions.
Click on the links to view and download additional training materials for this module.
Best Practices Checklist (8:16)
Learn best practices for maintaining your Compass plan on a monthly, quarterly, and annual basis.
Click on the links to view and download additional training materials for this module.
32bit Excel: Reporting Using the Excel Add-In (39:11)
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.
64bit Excel: Reporting Using the Excel Add-In (39:17)
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.
Reporting with the Executive Dashboard (12:01)
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
Click on the links to view and download additional training materials for this module.
Reporting Overview (16:58)
Review how literally, thousands of reports and graphs are instantly available in Compass.
Click on the links to view and download additional training materials for this module:
Report Designer (16:29)
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
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