Model Overview

The tutorials in this section will provide a Compass overview with tips for basic navigation and reviewing reports. 

Budget Compass Plus & Financial Compass Navigation

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

Click on the link to view and download additional training materials for this module:

Full Compass Session Guide

Best Practices Checklist (8:16)

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

Click on the link to view and download additional training materials for this module:

Best Practices Checklist

32bit Excel: Reporting Using the Excel Add-In

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.

Click on the link to view and download additional training materials for this module:

Appendix C: Compass Excel Addin

64bit Excel: Reporting Using the Excel Add-In

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.

Click on the link to view and download additional training materials for this module:

Appendix C: Compass Excel Addin

64bit Excel: Installing the Excel Add-in

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

 

Reporting with the Executive Dashboard

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.

Click on the link to view and download additional training materials for this module:

Executive Dashboard User Guide

Reporting Overview (16:58)

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

Click on the link to view and download additional training materials for this module:

Compass Report Menu

Reporting Designer

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.

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