River Operator Manual

Use River to find changes in your business data, inspect the underlying records, and track work through resolution. Available data, measures, dimensions, and actions depend on your organization’s configuration and your access.

Start an investigation

1. Open the river.
2. Select a date range in the toolbar.
3. Select a measure, such as Revenue.
4. Select a grouping, such as Distributor, in the Y-axis controls.
5. Find a change in color or thickness.
6. Hover the month's segment to inspect its value.
7. Open the underlying records from the tooltip.
8. Open Issues to manage the work.

Issues contains assigned work. See Tasks for information about old task links.

Choose your next job

• Shape or reuse a view: Toolbar and Views covers filters, baselines, comparisons, saved views, and CSV export.
• Understand a row: Bands and segments explains colors, hover details, and actions.
• Read a flagged problem: Issue indicators explains the markers on the canvas.
• Ask a question: River Assistant can query data, prepare a view, and draft monitoring rules.
• Build repeatable analysis: use Dashboards for charts and Reports for report workflows.
• Inspect business records: browse Transactions, Cases, Deals, Deductions, or Rebate Tracking.

Find the controls

The left navigation opens the river and full-page workspaces such as Dashboards, Reports, Issues, Rules, and Settings. The right sidebar opens panels alongside your current work, including record browsing, Issues, Notifications, and the assistant. The Records panel also opens when you drill into a river value.