Accessing Analytics

This section describes how to access and exit Xactly Analytics.

How to …

Access Xactly Analytics

1. Log into Xactly Incent.

2. Choose Analytics using the Xactly menu.

The system displays the Home tab.

Edit Your Profile

You can edit your Xactly profile, including changing your profile photo and signature,
as needed.

1. Click the Welcome <Your Nmae> link, and choose Edit Profile in the drop-down
menu. The Profile dialog appears.

Profile Dialog

2. To change your profile photo, click the Change photo button and choose one of
the options in the drop-down menu.

To upload an image:

a. Choose Upload photo in the drop-down menu. Select the image in the dialog
that appears. A new dialog then appears allowing you to crop the image to a
standard size.
b. Use your mouse to crop the image, as required.
c. Click the Save Changes button to set the image as your profile photo. Alternatively,
close the Close button to return to the Profile dialog without changing
your photo.

To take a photo using a camera attached to your computer:

a. Choose Take Photo in the drop-down menu. A dialog appears allowing you to
capture the image.
b. Click the Take Photo button. A dialog appears allowing you to crop the image
to a standard size.
c. Use your mouse to crop the image, as required.
d. Click the Save Changes button to set the image as your profile photo. Alternatively,
close the Close button to return to the Profile dialog without changing
your photo.

3. To remove your profile photo, click the Change photo button and choose Remove
photo in the drop-down menu. The photo is removed, replaced by the Xactly avatar.

4. In the Signature box, sign your name using either your mouse or a graphics tablet,
if available.
This signature appears on plan documents and certification letters. Users see the
signature when either accepting or declining these documents. Others see the
signature only after the document has been accepted or declined.
Click the Clear button to erase the Signature box and start again.

5. Click the Save Changes button to save your profile photo and signature. Alternatively,
click the Cancel button to dismiss the Profile dialog without updating your
profile.

 

Select a Person Version

You can quickly select a person version, if applicable, using the user menu.

1. Click the Welcome <Your Name> link.
A drop-down menu similar to the following appears:

Selecting a Person Version

2. Click the version that you want to use.

 

Log Out From Analytics

• Click the Welcome link, and choose Logout in the drop-down menu.

note: Do not close the browser window to exit from Xactly Analytics