Analyst Overview
Revision as of 16:19, 20 May 2020 by Cody Gallagher (talk | contribs) (Changed protection level for "Analyst Overview" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading])
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.
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