What's new

The tiles on the home page display summarized information that is available in detail upon clicking a tile. The tiles displayed on the home page are devoted to the following topics:

• Extraction quality
• ERP lead time (top 3)
• Discount current month
• Capture - most touched
• Volumes
• Invoice terms coming due
• ERP lead time (days)
• Top three workflows
• Payment performance

Above the main menu bar there are icons that allow a user to perform the following actions: configure the options for exporting the report data to Excel or saving it as a .pdf file, bookmark a report and assign the desired level of visibility to the bookmarks, access the Kofax Analytics for Process Director Help or view the version information, and log out of the product page.

The first two icons (Excel and PDF) are enabled only when a user opens a report, for which the data exporting option is available.

In the main menu bar there are three items that group all the reports available in Kofax Analytics for Process Director.

• The Capture part contains all the reports detailing the quality of invoice capturing and recognition. This part is only available if a capture solution has been configured within the project.
• The Process Director part contains all the reports devoted to invoices, discounts, workflows within Kofax Process Director Accounts Payable and the performance or workload of their processors. This part is only available when Kofax Process Director Accounts Payable has been installed and configured for use with Kofax Analytics for Process Director.
• The SAP part contains all the reports devoted to the invoice search and invoices coming due or paid within/beyond payment terms in the ERP system.

The Capture reports are:

• Capture operation performance that shows data by users and reports each user validated.
• Extraction quality monitor that summarizes the accuracy of field detection by the system.
• Field statistics that gives detail on field changes within the capture solution.

The Kofax Process Director Accounts Payable reports are:

• AP user performance that displays the count of invoices processed by user
• Current user workload that gives information on invoices assigned per user with the threshold user overload indicator.
• Invoice volume with counts or percentage values of invoices by processing state and paid invoices count.
• Invoices and Discounts that groups invoices by the method they were entered into Kofax Process Director Accounts Payable and shows discounts taken or missed.
• Workflow level that deals with invoices in workflows by workflow type, highlights top ten workflows, and presents invoices coming due in the nearest ten days.

The SAP reports are:

• Invoice search provides a number of filters that narrow down the search to the required result.
• Invoices coming due presents data on invoices and discounts that are coming due within the selected period.
• Payment performance that deals with payment terms and the way they are met, also displaying data on ERP lead time in days and for top five vendors.

In any report that belongs to the Kofax Process Director Accounts Payable or the SAP part of Kofax Analytics for Process Director, a user can click a chart bar or graph to view invoice details table that includes the invoice number, company, vendor, amount, currency, invoice date, due date, payment date, PD and SAP document numbers, and fiscal year.

A user can click the header of the column to sort the list by a specific column. Also they can right-click a chart or table to access more options such as Reset to default, Pivot, Create marker, Zoom in, Sort by, Chart type, and Reload data. The options vary, based on the chosen chart type or area.

The Filter pane is available in reports to select customizable options such as company, vendor, invoice type, currency, and time range. The Invoices and discounts and Invoices coming due additionally have a Quantity/Amount switch option that changes the chart view between the numeric data display and the currency amount value.

Additional features such as Filter and Reset options, Export to Excel, or text wrap settings are available for some charts and tables. Footers may also include chart or table specific summary data such as field count.