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 is displayed varies among views and depends on the type of information that is displayed.
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 Extraction Accuracy view does not support an invoice list. Clicking on an individual field in the Field Extraction Results does not open a new window. Instead, it filters the Extraction Monitor graph for the selected field.
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.