EBM Compass
What's New
Latest Compass Release Notes
Release notes and product updates for Compass and Smith, newest first.
Read the latest release notesExplore Our Complete Knowledge Base
Browse all articles organized by topic
Getting Started
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 moreMy Compass Homepage
In This Article: A section-by-section guide to the My Compass homepage — including the Business Spotlight dashboard, ...
Read moreDashboards
Understanding Dashboards
In This Article: What dashboards are in Compass and how they differ from static reports, how the Dashboards tab is or...
Read moreCreating 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 moreManaging and Sharing Dashboards
In This Article: How to find, organize, and act on your dashboards from the Dashboards landing page — including using...
Read morePower 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
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 moreSubmitting 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
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 moreManaging Files in the Lakehouse
In This Article: The hands-on guide to day-to-day Lakehouse operations: uploading files, the accepted formats a...
Read moreSmith AI
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 morePrompts and Personas
In This Article: What makes an effective prompt, the four-element prompt anatomy with finance-specific examples, how ...
Read moreSmith Settings and Configuration
In This Article: A reference guide to the configuration options available within Smith — including the...
Read moreUnderstanding Smith Usage
In This Article: How Smith consumption is measured inside your Compass package, the four prompt complexity tiers, wha...
Read moreSettings & Support
Account Settings and Security
In This Article: How to manage your Compass profile, update account credentials, understand plan and permission setti...
Read moreGetting Help and Finding Resources
In This Article: Support channels, self-serve help center resources, FAQs for every Compass tab, real-world finance w...
Read more