Welcome to Catalyst! This guide walks you through the essential features of the platform—from navigating the interface and accessing support to managing users, running reports, and planning your financial future. Whether you're logging in for the first time or need a quick refresher, you'll find everything you need to get up and running.
Navigating the Platform
Getting around Catalyst is intuitive once you know where to look. Here's how to access the key areas of the platform.
Log In to Your Account
Visit your organization's Catalyst URL and sign in with your credentials. For detailed login instructions, including SSO authentication and troubleshooting tips, see Logging In to Catalyst.
Explore Your Homepage
After logging in, you'll land on your homepage—a personalized home base showing recent activity, quick links, and an overview of your account status. From here, use the left navigation menu to access all Catalyst modules.
Getting Help When You Need It
Catalyst provides multiple ways to get assistance, whether you're troubleshooting an issue or learning a new feature.
Support Widget
Click the support widget in the bottom-right corner of any page to access quick help, search articles, or start a conversation with our team.
Help Center
Select "Help Center" from your profile dropdown to access FAQs, step-by-step guides, video tutorials, and detailed documentation.
Managing Users and Permissions
Administrators can control who has access to Catalyst and what they can do within the platform.
Reports and Visualizations
Catalyst offers multiple ways to analyze and present your data—from pre-built reports to fully customizable dashboards.
Excel Analysis
Catalyst integrates seamlessly with Excel, giving you flexible options for working with your data in a familiar environment.
Planning: Budgets and Forecasts
Catalyst's planning tools help you build financial projections and track performance against your goals.
Budget & Forecast Management
In the Planning section, you can create detailed budgets and forecasts to guide your financial strategy. Compare actuals against projections, identify variances, and adjust plans as conditions change.
Administration Tools
The Administration section gives you control over the structural elements that power your Catalyst environment.
🏗️ Hierarchy Management
Edit and manage hierarchies that define how your data is structured and related across dimensions.
⚡ System Status
Monitor system health with real-time updates on processing status, data refreshes, and maintenance.
📅 Scenario Management
Work with 12-month data blocks to plan, compare, and analyze performance across different time periods.
🗓️ Calendar Management
Configure your financial calendar to align budgeting, reporting, and planning with your organization's fiscal year.
The Administration section includes additional tools for data management, security configuration, and system customization. Explore the full menu to discover all available options.
Ready to Dive Deeper?
Now that you know the basics, explore these resources to get the most out of Catalyst:
Learn how to generate, filter, and export pre-built reports
Build interactive dashboards and custom charts
Set up the add-in to connect Excel directly to Catalyst
Set up users, groups, and permissions
Catalyst puts powerful analytics, planning, and reporting tools at your fingertips. Start by exploring your homepage, then work through the core features at your own pace. If you have questions along the way, our support team is always ready to help—just click the widget in the bottom-right corner or visit the Help Center. Welcome aboard!
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