Tom S

In This Article: How to manage your Compass profile, update account credentials, understand plan and permission settings, and review the enterprise-grade security infrastructure that protects your ...

In This Article: An orientation to the Smith tab in Compass — what it is, how the interface is organized, how to start your first conversation, and how to bring your Lakehouse files into context fo...

In This Article: An overview of the Lakehouse — Compass's secure file storage hub. Learn what it is, how to navigate its views and quick-access folder row, what file types it supports, how it...

In This Article: When and why to use Tasks in a finance workflow, how to create tasks and fill in required fields, how to find and filter your task list, and how to take action on individual tasks ...

In This Article: What dashboards are in Compass and how they differ from static reports, how the Dashboards tab is organized, how to navigate and interact with the dashboard canvas, which chart typ...

In This Article: An overview of what Compass is, how its seven tabs are organized, and what each area is designed to help you do — including your My Compass homepage, Dashboards, and where to go wh...

In This Article: Support channels, self-serve help center resources, FAQs for every Compass tab, real-world finance workflow guidance, the Marketplace, and what's coming to Compass as the platform ...

In This Article: What makes an effective prompt, the four-element prompt anatomy with finance-specific examples, how to use the Prompt Library, and how to create, configure, apply, and manage Perso...

In This Article: The hands-on guide to day-to-day Lakehouse operations — uploading files, understanding upload and sync states, creating and organizing folders, using right-click context menu...

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 thro...