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

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Full 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 a workbook, using the Data Wizard to automate your data import, and creating custom reports.

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Appendix C: Compass Excel Addin

This tutorial is a step-by-step guide to using the Compass Excel 64bit Add-In, including information on linking your plans to a workbook, using the Data Wizard to automate your data import, and creating custom reports.

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Appendix C: Compass Excel Addin

Click on the link to view how to install the 64bit version of the Excel Add-in

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.

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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

Watch a piece taken from a previously recorded Lunch ‘n Learn on how the Report Designer allows you to select account and ratio data from Compass’ vast databas,e and place it on a spreadsheet-type layout, perform some basic calculations and save it to the Report Menu.