Client Help Documents | True Sky

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Below are step by step instructions to the most common True Sky tasks.

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End Users

True Sky Overview

About True Sky
Naming and Formatting Conventions
Prerequisites
Enabling/Disabling the True Sky Excel Add In

The Basics

True Sky Ribbon Bar Elements
Reports vs. Assignments
The True Sky Hub
Logging into True Sky
Regional Formatting and Language Support
Saved Data Location

Working with True Sky

Assignment and Reports
Retrieving Data and Changing Filter Selections
Submitting Data in an Assignment for Approval
Reviewing and Approving/Rejecting an Assignment

Line Item Details and the Pivoted Layout

Details Explained
Adding and Deleting Details
The Pivoted Layout

Additional True Sky Features

Data Validations
Notes and Attachments
Audit Trails
Data Tools
Indicators
Suppress Nulls and/or Zeroes
Links and Routines

Administrators

Install True Sky

Learn how to install True Sky.

Working with Users

Add a new user
Lock/unlock users
Reset a user’s password

Working with Security Groups and Approval Trees

Accessing and Disabling Security Groups
Editing and Enabling Security Groups
Editing an Approval Tree
Deleting an Existing User Security Setting
Adding a New User Security Setting

Publishing Assignments and Reports

Create a new assignment
Create a report
Add a new user to an existing assignment or report

Create a Folder

Learn how to create a folder with True Sky.

Working with Templates

Opening a Template
Selecting the Security Group
Previewing the Template
Filter Selections and Retrieving Data
Testing the Templates

Update License Keys

Learn how to update license keys when its time to renew them here.