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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.

Right-click within the view area to open the shortcut menu and navigate to Viewer > Theme > MarkView Analytics Projector Theme to open the high-contrast image. The projector mode includes all standard Kofax Analytics for MarkView views.

Right-click within the view area and navigate to Viewer > Theme > MarkView Analytics Theme 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.

    • My roles: Select this option to share your view data with users having a certain role or roles. Select the roles from the list.

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

Group settings

You can create groups of users and assign roles to them as follows:

  1. Click the Group settings tab Bookmark.

  2. Click Create group icon Create Group icon.

    In the Create group window type the name of the group and select participants divided by type, Coders or Users. Click OK.

  3. Use the provided options to edit and delete a group, change its visibility, and add or remove users.

  4. To set the group visibility, select a group from the list and click Visibility icon Setting a group visibility, then select Change visibility Change visibility of a group or Share to role Shares the visibility of a group to a role or roles.

    In the Change visibility window, set the group visibility option:

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

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

    • My roles: Select this option to share your group with users having a certain role or roles. Select the roles from the list.

    If you click Share to role icon, you can add or remove roles in the Share group window.