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.

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

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

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

Executive Dashboard User Guide

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:

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