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. 

 

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Full Compass Session Guide

Best Practices Checklist

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

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Best Practices Checklist

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 the Add-In, using the Data Wizard to automate your data import, and creating custom reports.

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Appendix C: Compass Excel Addin

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.

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Executive Dashboard User Guide

Reporting Overview

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

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Compass Report Menu

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