Difference between revisions of "Analyst Overview"

Revision as of 15:28, 3 February 2020

Use this page to understand the layout and navigate each menu item in AnalystX2

Home Screen Layout: Learn how to navigate the main hub when first launching the program.
Site: The main control panel that allows you to modify site information.
Monthly Processes: Turn daily data into monthly data or make any corrections.; Utilize monthly numbers to generate reports, run allocations, view tickets, set up partner reporting, and run Regulatory Reports.
Daily Processes: Modify daily data via PumperX2. Set up allocations or run current ones for a date range.
Tools: Set up an address book and email groups, Import/Export data, and define/set up definitions used throughout the PRAMS suite.
Reports: Run a monthly report that can filter sites based on criteria. This is also available in InsightX2.
Custom: If PRAMS has created a custom element for your company it will be provided here.
Admin: Manage automation, equipment definitions, control permissions, add new users, apply global settings, and audit the database.
Help: See your favorites or set up a process list, initiate GoTo Meeting.

@@ Line 8: / Line 8: @@
 ;[[Daily Processes]]: Modify daily data via PumperX2. Set up allocations or run current ones for a date range.
 ;[[Tools]]:Set up an address book and email groups, Import/Export data, and define/set up definitions used throughout the PRAMS suite.
-;[[Reports]]:Run a monthly report that can filter sites based on criteria. This is also available in InsightX2.
+;[[Monthly Reports Tool|Reports]]:Run a monthly report that can filter sites based on criteria. This is also available in InsightX2.
 ;[[Custom]]:If PRAMS has created a custom element for your company it will be provided here.
 ;[[Admin]]:Manage automation, equipment definitions, control permissions, add new users, apply global settings, and audit the database.