In This Article: How to submit a request to your Compass analyst team — including filling out the request form, assigning a responsible party, specifying a target folder, and tracking progress through the request detail panel. Also covers the three-dot action menu, the Deliverables section, and the Comments tab.
Tasks & Requests
Submitting and Tracking Requests
Commission deliverables from your Compass analyst team and track them to completion
What Are Requests?
Requests are how you communicate directly with your Compass analyst team. When you need a new report, a dashboard, an Excel pack, updated data fields, onboarding support, or a meeting with your team, a Request is how you get it done.
Unlike Tasks — which are used to assign and track internal work within your own organization — Requests are directed outward to the EBM analyst team. You describe what you need, set a due date, and assign it to the appropriate person. They produce the output and upload it directly to a folder in your Lakehouse, giving you a complete record of what was asked and what was delivered. See Creating and Managing Tasks for internal team work.
Common request types
Excel Reports & Packs
Request custom Excel-based reports or data packs from your analyst team — such as a formatted P&L, budget variance file, or management accounts pack.
Dashboards & Reports
Commission a new dashboard or request updates to an existing one. Your analyst team builds in Compass's native dashboard builder and has historically delivered Power BI-based reports — either format can be requested here.
New Metrics or Fields
Request new data fields or KPIs to be added to your dashboard builder — for example, a new calculation, a split by business unit, or a custom dimension not yet available in your data.
Training & Onboarding
Request onboarding sessions, training walkthroughs, or platform orientation for new team members joining your Compass environment.
Meeting Requests
Schedule a working session or review meeting with your analyst team — useful for month-end reviews, quarterly planning discussions, or project kick-offs.
Other Requests
Anything not covered above — ad hoc support, data quality queries, or bespoke deliverables. Use the description field to give your analyst team the context they need.
Requests vs. Tasks: Key Differences
Requests and Tasks live in the same section of Compass and share a similar interface, but they serve different purposes. Understanding the distinction helps you choose the right tool for each situation.
Tasks
Internal work assigned within your team
No deliverable upload — completion is tracked via status
Useful for recurring reporting steps, sign-offs, and deadlines
Examples: "Prepare board pack," "Complete FX reconciliation"
Requests
Outbound — directed to your Compass analyst team
Includes a Deliverables section — analysts upload files on completion
Useful for commissioning reports, data extracts, and analysis packages
Examples: "Build Q3 regional revenue report," "Export AP aging data"
Submitting a Request
Open the Requests tab from the top navigation and select + Add Request in the top-right corner of the page. The Create Request modal opens with five fields to complete. Required fields are marked with a red asterisk.
Requestor Name
Auto-filled with your name
→
Request Name
Short title for the deliverable
→
Request Folder
Lakehouse folder for deliverables
→
Assignee
Search by email address
→
Due Date
Date the output is needed by
Request Description is an optional free-text field between Folder and Assignee. Use it to provide context, formatting preferences, or specific requirements for the analyst.
Once you've completed the form, select Submit Request. The request is immediately visible in your Requests list with a status of Submitted. Use Reset to clear all fields without closing the modal, or Cancel to dismiss without saving.
Screenshot: Create Request modal with all fields visible
The Requests List
The Requests tab displays all requests associated with you — either ones you submitted or ones assigned to you. Two tabs at the top of the list let you switch between views: REQUESTED (requests you submitted) and RECENT (requests sorted by recent activity).
Use Search to find a request by name, or select Show Filters to narrow the list. The + Add Request button in the top-right corner opens the Create Request modal from any view.
Request list columns
Column
Description
Request Name
The name you entered when submitting the request. Select any row to open the detail panel.
Assignee
Avatar and name of the person responsible for completing the request.
Due Date
The date the deliverable is expected. Color-coded indicator shows proximity to deadline.
Status
Current status of the request — see the status reference below.
Request Statuses
Every request displays a status badge that reflects where it is in the workflow. Statuses are updated by the assignee or by actions taken via the three-dot menu.
Submitted
The request has been created and is waiting to be picked up by the assignee. This is the default status immediately after you submit.
Approved
The request has been reviewed and approved for fulfillment. Available via the three-dot menu — typically used to confirm the request is valid before work begins.
Cancelled
The request has been withdrawn. Select Cancel from the three-dot menu. Cancelled requests remain visible in the list for reference.
Copied
A duplicate of the request has been created. Copy from the three-dot menu creates a new request pre-filled with the same details, useful for recurring deliverables.
The Request Detail Panel
Select any request row to open the detail panel. It slides in from the right and displays two tabs: Detail and Comments.
Detail tab
Due Date — color-coded deadline indicator
Folder — linked Lakehouse destination for deliverables
Request ID — system-generated unique identifier
Description — the requirements text you provided
Assignee — the person responsible for fulfillment
Requestor — the person who submitted the request
Deliverables — table showing files uploaded by the analyst, with upload time and user. Use Upload a New File to add files manually.
Comments tab
Displays a timestamped activity log of system events — for example, when the request was created or reassigned. Activity entries may originate from the Ontario platform.
A Leave a comment... field at the bottom lets you add notes or communicate directly with the assignee on this request.
💡 Use comments to clarify scope, provide additional context, or flag changes after the request has been submitted — rather than cancelling and resubmitting.
Each request row has a three-dot menu (⋮) on the right side. The same menu is also accessible from the three-dot icon in the top-right corner of the detail panel. It contains four actions:
Approve
Mark the request as approved to signal that work can proceed. Useful when a review or confirmation step is part of your team's workflow before the assignee starts.
Edit
Reopen the request form to update any field — including the name, folder, description, assignee, or due date. The updated request retains its existing Request ID and status history.
Copy
Create a duplicate of the request with all fields pre-filled. A new Request ID is generated. This is particularly useful for monthly or quarterly deliverables that repeat on a similar schedule.
Cancel
Withdraw the request and update its status to Cancelled. The request remains in the list for reference but is no longer active. This action cannot be undone.
Screenshot: Three-dot menu open on a request row showing Approve, Edit, Copy, Cancel
Tracking Deliverables
When the analyst completes your request, they upload the output directly within the request. Open the detail panel and select the Detail tab to view the Deliverables section at the bottom.
The Deliverables table shows the file name, upload time, and the user who uploaded it. If the analyst has delivered multiple files, each appears as a separate row. You can also use Upload a New File yourself — for example, to attach a reference document or revised brief directly to the request record.
Tip: Set a Request Folder
Specifying a Request Folder when submitting ensures delivered files land in the right place in your Lakehouse automatically. If no folder is set, the Folder field in the detail panel will display N/A and the analyst will need to upload files manually without a target location.
Requests in the Right Panel
A summary of your active requests is always accessible through the right-hand panel, without leaving whatever tab you're working in. Expand the Requests section to see requests assigned to or submitted by you. Select the + icon to open the Create Request modal directly from the panel.
The right panel is a quick-status view, not the full list. For filtering, searching, or taking actions on requests, navigate to the Requests tab.
Screenshot: Right-hand panel with Requests section expanded
The Request ID shown in the detail panel is a unique system reference — keep it handy if you need to reference a specific request when communicating with the analyst team or contacting support via the Support widget.
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