Overview
This article provides step-by-step guidance on how to generate and customize Sales Hold Orders report in Xvantage for Associates (X4A). The report gives visibility into backorders currently on sales hold, categorized by aging buckets across various regions and countries.
Process
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select Shippable under Orders.
Click Sales Hold. A standard report view appears that includes the following information: Aging, Order Summary, and SKU Detail Summary.
To begin customizing the report, locate the relevant report tile and click the ellipsis icon (⋮) at the top-right corner.
Select Explore from here from the drop-down menu. The Visualization table will be displayed as well as the BO Managerview panel.
Click Edit at the top of the Visualization table to begin customizing.
Proceed to modify the appearance and layout of the report using the following options:
Under Plot, you can change the Table Theme.
In the Series section, adjust the Minimum Column Width.
Under Formatting, you can customize colors and row size to suit your preferences. All changes are updated in real time.
Click the gear icon next to the Run once you're satisfied with the custom view.
Proceed to Save, Download or Send your customized report.