View features
Views provide summary information about a selected process, details about invoices within that process, and options to act upon invoices.
Analytics for AP Agility views provide a high-level image of the current and historic data as filtered through established settings, such as a date range or organization. The type of graph or chart that appears varies among views and depends on the type of information being shown.
Invoice list
Click a chart bar to view an invoice list. The invoice list displays columns in pop-up windows for all Analytics for AP Agility views. Columns vary depending on the view selected.
The invoice list table footer provides additional options. You may use Export to Excel in the grid footers for all lists in the invoice details table to export the content of the view to Microsoft Excel.
The filter options enable you to narrow your results:
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Filter: Specifies additional criteria based on available view columns.
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Active: Returns filter results to the data selection defined by the Filter option.
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Reset: Clears filter results and returns the data selection to the default settings.
The text wrap option changes the grid layout. Enable the option to apply a line break. Disable the option to display the data inline.
If you apply any filter on a view before clicking on an individual bar in a graph, the window displays information according to the filter applied.