Getting Started
-
Welcome to Compass
In This Article: An overview of what Compass is, how its seven tabs...
-
My Compass Homepage
In This Article: A section-by-section guide to the My Compass homep...
Dashboards
-
Understanding Dashboards
In This Article: What dashboards are in Compass and how they differ...
-
Creating and Building Dashboards
In This Article: How to create a new dashboard, use the Metrics pan...
-
Managing and Sharing Dashboards
In This Article: How to find, organize, and act on your dashboards ...
-
Power BI Dashboards in Compass
In This Article: How Power BI dashboards built by your Compass team...
Tasks & Requests
-
Creating and Managing Tasks
In This Article: When and why to use Tasks in a finance workflow, h...
-
Submitting and Tracking Requests
In This Article: How to submit a request to your Compass analyst te...
Lakehouse
-
Introduction to the Lakehouse
In This Article: An overview of the Lakehouse — Compass's sec...
-
Managing Files in the Lakehouse
In This Article: The hands-on guide to day-to-day Lakehouse o...
Smith AI
-
Getting Started with Smith
In This Article: An orientation to the Smith tab in Compass — what ...
-
Prompts and Personas
In This Article: What makes an effective prompt, the four-element p...
-
Smith Settings and Configuration
In This Article: A reference guide to the configurat...
-
Understanding Smith Usage
In This Article: How Smith consumption is measured inside your Comp...
Settings & Support
-
Account Settings and Security
In This Article: How to manage your Compass profile, update account...
-
Getting Help and Finding Resources
In This Article: Support channels, self-serve help center resources...
What's New
-
Release notes: August 2026
This release brings a large set of changes to Compass and to Smi...