Introduction
Kompass can store multiple types of information related to your organization. From costs and prices of your projects to recorded hours of your employees, from project status to invoices, and from annual employee leave to training and learning activities, Kompass can monitor it all. Kompass provides numerous graphs in the Dashboard and KPI’s throughout the system that will assist you further with the management of your organization.
However, we are aware of certain statistics and data that can be viewed and managed better through spreadsheets. Our team has created such files to help you further in decision making. In these instances, Kompass works as the “data collector.” All you have to do is connect them with the spreadsheet. This will then update your file.
Within this guide, we will present all Core Spreadsheets along with instructions of use and suggest possible ways to best use them. They are split by operations.
Instructions
Core Spreadsheets
| NAME | DESCRIPTION | DATA USED | FUNCTION RELEVANCE | IMPORT TYPE | KNOWLEDGE BASE LINK |
| Acceptance Dates | Shows all accepted project by month. Also, it offers a 3D Map visualisation. | Exportable file from the Projects page. | Operations | Export from Kompass | Operations_Acceptance Dates |
| Account Receivable Aging | AR report showing outstanding revenue, bad debt, key customer accounts etc. | invoices/ actions/ export allocations & payments/ actions/ export allocations. | Finance | Drop into a folder (once per year) & API Token (during the year) | Finance_Account Receivable Aging |
| Annual Leave | Presents all types of leave of all employees. | File retrieves its data. | HR | API Token | HR_Annual leave |
| Budgeting | Compares annual budgeting of departments with invoiced amount. | File retrieves its data. | Finance / Operations | API Token | Finance/ Operations_Budgeting |
| Percentage of Working Hours | Compares budgeted vs actual hours by employee and department. | project/ actions/ export | Operations | Drop into a folder | Finance_Percentage of working hours |
| Project Performance Review | Overall performance of your projects, usually reviewed by the end of the month. | Exportable file from the Projects page. | Finance / Operations | Export from Kompass | Finance/ Operations_Project Performance Review |
| Qualifications | Have a full overview of all qualifications by expiry date, department, manager and many more. | File retrieves its data. | HR | API Token | HR_Qualifications |
| Tenure | Provides information for the tenure of employees during a set period. | File retrieves its data. | Finance/ HR | API Token | Finance/HR_Tenure |
| Timesheets | Quick overview and analysis of timesheets with the use of various fields. | Exportable file from the Timesheets page. | Operations/ HR | Export from Kompass | Operations/ HR_Timesheets |
| Timesheet Delays | Mostly relevant for the first months of Kompass implementation, it returns the delays on employees recording their timesheets. | File retrieves its data. | Operations | API Token | Operations_Timesheet Delays |
Column Import Type
This column defines how you should import information from Kompass into the spreadsheet. There are three methods of linking Kompass data with the spreadsheet:
- Export from Kompass: Directly download from Kompass.
- Drop Into a Folder: Download the .csv and drop it into the folder where the core spreadsheet is saved.
- API Token: No need to download any file from Kompass. The spreadsheet will link with Kompass itself. You will need to provide your personal API Token for the file to refresh.
For the last two methods, be sure to always refresh your spreadsheet after updating the data. To do so, head to the [Data] tab and click Refresh All.
Column Data Used
Data can be exported from various areas of Kompass. This column states where we need to export data from. For example, "projects/ actions/ exports" are the exports as shown in the image below.
