Difference between revisions of "Analyst Overview"

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.

@@ Line 1: / Line 1: @@
-''Use this page to understand the layout and navigate each menu item in Analyst''
+''Use this page to understand the layout and navigate each menu item in AnalystX2''
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+◄ [[AnalystX2]]
-*[[Home Screen Layout]]
+;[[Home Screen Layout]]:Learn how to navigate the main screen when first launching the program.
-*[[Site]]
+;[[Site]]:The main control panel that allows you to modify site information.
-*[[Monthly Processes]]
+;[[Monthly Processes]]:Turn daily data into monthly data or make any corrections.
-*[[Daily Processes]]
+:Utilize monthly numbers to generate reports, run allocations, view tickets, set up partner reporting, and run Regulatory Reports.
-*[[Tools]]
+;[[Daily Processes]]: Modify daily data via PumperX2. Set up allocations or run current ones for a date range.
-*[[Admin]]
+;[[Tools]]:Set up an address book and email groups, Import/Export data, and define/set up definitions used throughout the PRAMS suite.
-*[[Help]]
+;[[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.