This article and video will guide you through the essential steps to get started with our platform, from navigating the website to managing users and utilizing key features.
This articles contains the following topics:
Navigating the Website
Login: To access Catalyst, visit your website and log in with your credentials. You should have received an email with all of this email upon signing up.
Dashboard: After logging in, you'll land on your dashboard or homepage. Here, you'll find an overview of your account, recent activity, and quick links to important sections.
Updating Password: To update your password, click on your profile or account settings in the dropdown at the top right, where you can change your password following the provided instructions.
Asking for Help
If you encounter any issues or have questions:
- Support: Visit the "Support" widget at the bottom right of the homepage or select "Help Center" from your profile dropdown at the top right, for access to resources like FAQs, user guides, and contact information for our support team.
Managing Users and Permissions
- User Management: In the "Admin" section, you can manage users and their permissions. Add new users and groups, update roles, and revoke access as needed.
Reporting and Visualizations Sections
Canned Reports: The "Reports" section contains pre-built reports linked to your source data. Browse and generate reports to gain insights into your data.
Visualizations: Utilize our Business Intelligence technology to view and create customizable, visually appealing reports. Explore different visualization options to present your data effectively.
- Excel Cube Download: You can download your data to an Excel cube pivot table format for further analysis. This feature is available in the "Analysis" section. Choose what type of data you want to report on in Excel and click the provided link to download the cube.
- Budget and Forecast: In the "Planning" area, you can create budgets and forecasts to better manage your financial goals and strategies.
Hierarchy Management: The "Admin" section also allows you to edit and manage hierarchies. Hierarchies define the structure of your data and its relationships.
System Status: Check the system status to ensure that Catalyst is operating smoothly. This section provides real-time updates on system health and any maintenance activities.
- Scenario Management: Scenario management in Catalyst empowers you to work with 12-month blocks of data, providing a structured way to plan, compare, and analyze your organization's financial performance.
- Calendar Management: Calendar management is a fundamental feature in Catalyst that helps you establish and maintain your financial calendar. This calendar serves as the foundation for organizing financial activities, budgeting, and reporting within your organization.
- And much more...
Catalyst offers a comprehensive suite of tools to help you effectively manage your data, generate reports, plan your financial strategies, and administer your account. Whether you're a new user or an experienced one, this guide should help you navigate and make the most of our platform. If you have any specific questions or need further assistance, don't hesitate to reach out to our support team for help. Happy exploring!