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User interface features

With the Viewer interface features, you have access to high-level and detail-level views of your business processes.

  • Views provide a high-level image of business processes and give access to more detailed visual representation of data using charts, grids, and tables.

  • Charts and grids provide summary information about the selected process, details about work items within that process, and options.

The following components control what appears on the screen.

  • Filters control the information that appears within a view or chart. Filters vary, based on the view that you open.

    Note When you set a filter value for a view, the filter remains for all views until you change the value, or apply the Reset Filters option.

  • Reset Filters option returns the data selection to the default settings.

  • Quantity/Amount option switches the chart view between the numeric data display and the currency amount value. This feature is not enabled for every view.

  • Bar and line names in the legend of charts allow users to hide data in the chart. Click bar or line names if you do not want to display the corresponding data in the chart.

    Note This option does not affect the Export function.

Projector mode

To display Kofax Analytics for MarkView views on the projection screen, use a high-contrast image for visual clarity.

Click the Projector mode tab in the toolbar menu to open the high-contrast image in a new browser tab or window. The projector mode includes all standard Kofax Analytics for MarkView views.

Close the browser tab after the presentation is finished.

Export views to Excel

Use the Export > Excel functionality in the toolbar menu to export the content of the view to Microsoft Excel.

  1. On the Export tab, select Excel.

    The Export to Excel window appears.

  2. In the Export content section, select All pages of a grid, top drill down level. Could take some time.

    In the Supplier Performance view, you may select any Export content option depending on your requirements.

    Note Kofax Analytics for MarkView does not support the Export to Excel option for the Process view.

  3. In the Export format section, select Formatted Excel file.

  4. In the Flat export section, select Enable.

    This option retains granular details for drill down or expandable data.

All charts and grids are exported to separate sheets in the Microsoft Excel file. Charts are exported as lists.

Export to PDF file format

Use the Export > PDF functionality in the toolbar menu to set preferences for exporting the content of the grid to the PDF file format.

  1. On the toolbar menu, click Export and select Export to PDF.

    The Report ontions window appears.

  2. From the list, select the required page size.

  3. Select an Orientation option:

    • Portrait.

    • Landscape.

  4. Set Margins (inches) and click OK.

Bookmarks

Bookmark frequently used views as follows:

  1. Open the view that you want to bookmark and click the Bookmarks tab Bookmark.

  2. Enter the bookmark name and click OK.

  3. Use the provided options to edit and delete a bookmark, send a bookmark via email, and add a bookmark to a browser.

  4. To set the bookmark visibility, select a bookmark from the list and click Setting a bookmark visibility.

    In the" Bookmark visibility" window, set the bookmark visibility option:

    • Public: Select this option to share your view data with other users.

    • Personal: Select this option to make the view data private to you.

  5. Click Open bookmark in new window to view the bookmark.