Difference between revisions of "Analyst Overview"
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| − | + | ''Use this page to understand the layout and navigate each menu item in AnalystX2'' | |
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| + | ◄ [[AnalystX2]] | ||
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| + | ;[[Home Screen Layout]]:Learn how to navigate the main screen 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. | ||
| + | ;[[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. | ||
| + | ;[[Help]]: See your favorites or set up a process list, initiate GoTo Meeting. | ||
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| − | + | Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved. | |
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Latest revision as of 16:19, 20 May 2020
Use this page to understand the layout and navigate each menu item in AnalystX2
- Home Screen Layout
- Learn how to navigate the main screen 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.
Copyright © 2024 by PRAMS Plus LLC. All Rights Reserved.