In the top right part of the screen, above the main menu, click the Export to Excel icon and in the displayed window select the options that will be used for exporting data to Excel. The icon is deactivated when there is no data to export.

• Export content offers three options:
  • Current page and top drill down
  • All pages of grid, top drill down level. Could take some time.
  • All pages of grid, all drill down level. Could take much longer.
• Export format options are:
  • Unformatted XML file, readable by Excel
  • Formatted Excel file
  • Unformatted CSV file
  • Unformatted TSV file
• Flat export can be enabled or disabled by selecting or clearing the check box. When enabled, this option retains granular details for drill down or expandable data.

Click OK to save the selected options.

In the top right part of the screen, above the main menu, click the Export to PDF icon to get the Report options window and configure the Print dashboard. The icon is deactivated when there is no data to export.

In the three available sections you can

• Select the Page size from the list.
• Choose the Orientation between Portrait or Landscape.
• Set Margins in inches on four sides on the report.

Click OK to save the selected options.

Use the Filter pane located below the main menu toolbar to select customizable options such as company, vendor, invoice type, currency, and time range.

Use the Reset Filters option to return 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 report.

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 chart type or area where you right-click.

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

Click the header of a column in a table to sort the list by a specific column.

In any report that belongs to the Kofax Process Director Accounts Payable or the SAP part of Kofax Analytics for Process Director, you 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.