How to Pull Monthly User Counts from Kofax Tenant I & Tenant II Using Volume By User Report
In accordance with TTI's 4-4-5 calendar.
Amber Schmitz
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20 steps
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51 seconds
1
Navigate to https://kofaxcloud-us.readsoftonline.com/
Tip! Kofax Tenant I and Tenant II can be accessed from the same link but have separate login information.
2
Enter username and password and hit 'Login'
3
Click "Open Analytics"
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Click "Volume"
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Click "By user"
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Click the drop down next to "Date Range:"
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Select "Custom Date Range"
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Select the first day of the fiscal month from the calendar
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Select the last day of the fiscal month from the calendar then click "OK"
10
Click "Select a status first" drop down
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Click "Document verified"
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Click drop down next to "Organization"
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Click "US BU"
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Click "Export to Excel"
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Click "All pages of grid, all drill down levels. Could take much longer."
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Click "Formatted Excel file"
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Click "OK"
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Click here to open exported file
19
Click Enable Editing
20
Volume by User is complete
