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Client Help Documents

FAQ documents to help you navigate True Sky

We are happy to assist you in any way we can

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

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End Users

  • About True Sky
  • Naming and Formatting Conventions
  • Prerequisites
  • Enabling/Disabling the True Sky Excel Add In
  • True Sky Ribbon Bar Elements
  • Reports vs. Assignments
  • The True Sky Hub
  • Logging into True Sky
  • Regional Formatting and Language Support
  • Saved Data Location
  • Assignment and Reports
  • Retrieving Data and Changing Filter Selections
  • Submitting Data in an Assignment for Approval
  • Reviewing and Approving/Rejecting an Assignment
  • Details Explained
  • Adding and Deleting Details
  • The Pivoted Layout
  • Data Validations
  • Notes and Attachments
  • Audit Trails
  • Data Tools
  • Indicators
  • Suppress Nulls and/or Zeroes
  • Links and Routines


  • Learn how to install True Sky.
  • Add a new user
  • Lock/unlock users
  • Reset a user’s password
  • 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
  • Create a new assignment
  • Create a report
  • Add a new user to an existing assignment or report
  • Learn how to create a folder with True Sky.
  • Opening a Template
  • Selecting the Security Group
  • Previewing the Template
  • Filter Selections and Retrieving Data
  • Testing the Templates
  • Learn how to update license keys when its time to renew them here.