EBM Compass
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Getting Started
1.1 Welcome to Compass
In This Article: An overview of what Compass is, how its seven tabs are organized, and what each area is designed to ...
Read more1.2 My Compass Homepage
In This Article: A section-by-section guide to the My Compass homepage — including the Business Spotlight dashboard, ...
Read moreDashboards
2.1 Understanding Dashboards
In This Article: What dashboards are in Compass and how they differ from static reports, how the Dashboards tab is or...
Read more2.2 Creating and Building Dashboards
In This Article: How to create a new dashboard, use the Metrics panel to filter and drag charts onto the canvas, arra...
Read more2.3 Managing and Sharing Dashboards
In This Article: How to find, organize, and act on your dashboards from the Dashboards landing page — including using...
Read more2.4 Power BI Dashboards in Compass
In This Article: How Power BI dashboards built by your Compass team appear directly in the Compass Dashboards tab — w...
Read moreTasks & Requests
3.1 Creating and Managing Tasks
In This Article: When and why to use Tasks in a finance workflow, how to create tasks and fill in required fields, ho...
Read more3.2 Submitting and Tracking Requests
In This Article: How to submit a request to your Compass analyst team — including filling out the request form, assig...
Read moreLakehouse
4.1 Introduction to the Lakehouse
In This Article: An overview of the Lakehouse — Compass's secure file storage hub. Learn what it is, how to nav...
Read more4.2 Managing Files in the Lakehouse
In This Article: The hands-on guide to day-to-day Lakehouse operations — uploading files, understanding upload ...
Read moreSmith AI
5.1 Getting Started with Smith
In This Article: An orientation to the Smith tab in Compass — what it is, how the interface is organized, how to star...
Read more5.2 Prompts and Personas
In This Article: What makes an effective prompt, the four-element prompt anatomy with finance-specific examples, how ...
Read more5.3 Smith Settings and Configuration
In This Article: A reference guide to the configuration options available within Smith — including the...
Read more5.4 Understanding Smith Usage
In This Article: How Smith consumption is measured inside your Compass package, the four prompt complexity tiers, wha...
Read moreSettings & Support
6.1 Account Settings and Security
In This Article: How to manage your Compass profile, update account credentials, understand plan and permission setti...
Read more6.2 Getting Help and Finding Resources
In This Article: Support channels, self-serve help center resources, FAQs for every Compass tab, real-world finance w...
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