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.
https://plansmith.com/pub/tutorials/Navigation_Overview_FC_BCP/Navigation_Overview.html
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.
64bit Excel: Installing the Add-in
Click here to view tutorial on how to install Excel Add-in
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.
https://plansmith.com/pub/tutorials/ReportingOverview/Compass_Reporting_Overview.html
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
Ratio Designer (7:46)
The Ratio Designer allows you to build custom ratios from Compass’ vast database and use these ratios to build custom reports.
https://plansmith.com/pub/tutorials/RatioDesigner/Ratio_Designer.html
Hedges and Swaps in Compass (17:53)
This 17-minute tutorial shows how to set up the six most common hedges and swaps in Compass.
Definitions, Uses, and Examples (11:00)
This tutorial Includes the definitions, uses, and examples of the impact for common hedges and swaps in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/DefinitionsUses/DefinitionsUses.html
Asset Interest Rate Floor (5:44)
This tutorial will show the steps to create an interest rates floor in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateFloor.mp4
Asset Interest Rate Cap (5:30)
This tutorial will show the steps to create an interest rates cap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateCap.mp4
Asset Swap Received Fixed - Pay Floating (6:13)
This tutorial will show the steps to create an asset receiving a fixed paid floating swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetRcvFixedPayFloating.mp4
Asset Pay Floating - Receive Fixed (6:09)
This tutorial will show the steps to create an asset pay floating received fixed swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFloatingReceiveFixed.mp4
Asset Pay Fixed - Receive Floating (6:13)
This tutorial will show the steps to create an asset pay fixed received floating swap in Compass.
https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFixedReceiveFloating.mp4
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