KofaxTransact Administrator's Help
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  • Welcome to Ephesoft Transact
  • Administrator overview
  • Batch Class Management
    • Batch class
      • Batch class charts
      • Batch class field
      • Batch class tree navigation
      • Function keys
      • Import and export batch classes
      • Import and export extraction and classification rules
    • Document types
      • Add new document type
      • Copy document type
      • Document type additional configurations
      • Delete document type
      • Global document types and batch classes
      • Import and export document types
      • Train Transact for document classification
      • View test classification learned files
    • Transact encryption framework
    • Index fields
      • Add index field
      • Copy index fields
      • Delete index fields
      • Format conversion
      • Import and export index fields
      • Validation rules
    • Line item matching
      • Batch class configuration
      • PO database configuration
      • Property file configuration
      • Working with line item matching
    • Table extraction
      • Configure table extraction
      • Table validation rules
      • Configure currency settings for tables
      • Hidden table column feature
      • Semi-automated table extraction
      • Table extraction for 2-column layout
    • Test classification
    • Text extraction
      • View test extraction results
    • Paragraph extraction
  • Batch Instance Management
    • Batch instance progress bars
    • Batch instance delete
    • Batch instance management charts
    • Batch instance unlock
    • Batch instance status
    • Batch instance restart
    • Batch instance priority
    • Batch instance description customization
    • Batch instance custom columns
      • Document Assembler sample script
    • Troubleshooting artifact collection
    • Batch instance grid
  • Folder Management
    • Edit from Folder Management screen
  • Importing documents
    • Supported file types for import
    • Web Scanner
      • Web Scanner installation
      • Use Web Scanner
      • Encrypt temporary Web Scanner images
      • Web Scanner caching
    • Email Import configuration
      • Email import
      • Email configuration
      • Access email headers in batch.xml
      • Configure Microsoft Email Services with OAuth2
      • Multi-server email import
    • CMIS Import
    • Upload batch
      • Upload batch charts
  • Modules and plugins
    • Folder Import module
      • Create OCR Input plugin
      • Create Thumbnails plugin
      • Cloud HyperExtender plugin 2020.1
      • Cloud HyperExtender plugin 2019.2
        • Register for and configure Transact Cloud
        • Configure the Transact Cloud Connection
        • Configure Transact to use the Cloud HyperExtender plugin
        • Additional configuration
        • Optimize property files
        • Troubleshooting
      • Import Batch Folder plugin
      • Import Multipage Files plugin
        • GraphicMagick
      • S3 Import plugin
      • Importing additional file types
    • Page Process module
      • Cloud OCR (Advanced HOCR) plugin
      • Search Classification plugin
      • Create Display Image plugin
      • Create OCR Input plugin
      • Key Value Page process
      • OmniPage HOCR plugin
      • Tesseract HOCR plugin
      • Advanced Barcode Reader plugin
      • Barcode Reader plugin
        • Bar codes supported by Transact
      • RecoStar HOCR plugin
        • RecoStar HOCR for Linux (Beta)
        • OCR language selection
        • Fraud detection using OCR font switch
      • Multidimensional Classification plugin
    • Document Assembly module
      • Classify Images plugin
      • Document Assembler plugin
        • Change Unknown Document to Document Type
        • File Boundary Classification
        • Difference between Document Assembler and Advanced Document Assembler
    • Review Document module
      • Review Document overview
      • Configure the Review plugin
      • Features list
      • Navigation icons
      • Review button turns red
      • Shortcut to close batch
      • Display image page number label
    • Extraction module
      • Advanced Barcode Extraction plugin
      • Advanced Fixed Form Extraction
      • Barcode Extraction plugin
      • Default Index Field Value plugin
      • Fuzzy DB Extraction
        • Perform multiple FuzzyDB lookups
        • Configure Field Fuzzy with separate index fields pointing to different Database
        • Automatic FuzzyDB learning
      • Identification Extraction plugin
      • Key-Value Extraction plugin
        • Automatic Regex suggestion and creation
      • OmniPage Extraction plugin
        • Form Data Extraction using OmniPage
        • OmniPage Form Template Editor
      • RecoStar Extraction plugin
      • Regular Regex Extraction plugin
      • Create fixed-form projects with RecoStar Design Studio
      • REST API Lookup plugin
      • Scripting plugin
      • Table Extraction plugin
        • Copy table
        • Table import and export
      • Fuzzy Search
      • Machine Learning Custom Dictionary support
      • Line Item Matching: Extraction
      • Hidden Document Type feature
      • Copy Table Extraction Rules
      • Support for multiple JSON files (Machine Learning)
      • Role-Based Table Machine Learning
      • Machine Learning classification and extraction roles
      • Machine Learning of Global Document types
      • Support for multilingual files (Machine Learning)
    • Automated Validation module
      • Automated Regex Validation plugin
    • Validate Document module
      • Validate Document plugin
    • Export module
      • Multipage Export plugin
      • Box Export plugin
      • Microsoft SharePoint 365 Export plugin
      • Create Multipage Files plugin
      • Clean up batch instance(s)
      • Custom Export plugin
      • DB Export plugin
      • Tabbed PDF plugin
      • Auto KV plugin (formerly Key Value Learning plugin)
      • IBM CM plugin
      • Docushare Export plugin
      • CSV File Creation plugin
      • Copy Batch XML plugin
      • Cleanup plugin
        • Cleanup plugin for the folder import and Export modules
      • CMIS Export plugin
        • Export multiple index fields to Alfresco CMIS
      • Export to Web Service plugin
      • Support of export to SharePoint 2013 and 2016
        • SharePoint plugin improvements
  • Reporting
    • Transact reporting and workflow
    • New Relic
    • Dashboard and Throughput Reports
      • Dashboard Reports
        • System Health
        • System Reporting
        • Batch Processing
        • Configure the dashboard
      • Throughput Reports
        • Default filter configuration
        • Batch Class Throughput
        • Batch Size Throughput
        • Week Days Throughput
        • Hourly Throughput
        • Time-Based Throughput
        • Monthly Throughput
        • Module Throughput
        • User Throughput
    • Advanced Reports
 › Reporting

Reporting

Reporting provides information to administrators about the performance of their Transact instance. Transact supports multiple reporting functions such as data migration, data calculation, and data cleanup.

This topic contains the following items that describe reporting features:

  • Transact reporting and workflow

  • New Relic

  • Dashboard and Throughput Reports

  • Advanced Reports

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Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "