Analyst Overview

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Revision as of 15:28, 3 February 2020 by Cody Gallagher (talk | contribs)
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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.






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