How to Apply Filters in the Reseller Support Tickets Dashboard in Xvantage for Associates

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Overview:

The Reseller Support Tickets Dashboard in Xvantage for Associates allows users to filter and refine dashboard data based on specific criteria. This enables users to focus on relevant ticket metrics and insights, making it easier to analyze support performance, monitor ticket activity, and identify trends.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates (X4A) and open it.

  3. Within X4A, hover over the left navigation menu and click Customer Service.

  4. Select Reseller Support Tickets.

  5. The Reseller Support Tickets Dashboard will be displayed.

  6. Click the Filter icon beside the ellipsis icon.

  7. The available filters will appear in the panel on the right side of the page.

  8. Select the desired filters to refine the dashboard metrics and insights.

  9. Click the Reload button beside the filters to refresh the dashboard and display the results based on the selected criteria.

  10. To reset the applied filters, click the ellipsis icon and select Reset filters to restore the dashboard to its default view.