River Operator Manual

This manual describes what each surface in River does and how to use it in daily work.

The manual is task-oriented. Each page starts with the job you want to complete, such as finding an issue, working a deduction, or building a chart, not the concepts behind it.

The layout

The left nav holds the full-page surfaces: the river itself, Dashboards, Reports, Tasks, Rules, and Settings. The right rail holds the panels that open alongside the river: the Records drill, the Browse group (Transactions, Cases, Customers, Deals, Deductions, Rebate Tracking), Issues, Notifications, and the Chat Assistant.

Where to start

• The River: the main visualization. Start here if you are new.
• Toolbar and Views: date ranges, baselines, filters, overlays, and saved views.
• Issues: triage, work, and resolve flagged anomalies.
• Records: drill from any bar to the documents behind it.
• Tasks: your assigned work queue.