How to Download Data in Compliance Dashboard in Vendor Score Card in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to download data from the Compliance Dashboard within the Vendor Score Card in Xvantage for Associates (X4A). Users can export all dashboard data or download specific tiles such as charts or summaries in various formats including PDF and CSV.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. In the left navigation menu, click Vendors, then select Vendor Score Card.

4. At the top left of the screen, you will see three tabs:

   • Compliance

   • Performance

   • Appendix

5. Click the Compliance tab.

6. The dashboard will display the following datasets:

   • Total Charges (Year-to-Date)

   • Number of Violations (Year-to-Date)

   • Top 5 Vendors by Charges

   • Chargeback Amount and Number of Violations

   • Chargeback Amount by Type

   • Summary of Chargeback Value by Chargeback Type

   • Total Charges by Top 20 Vendors

   • PO Summary

   • PO Line Detail

7. To ensure the data is up to date, click the Reload icon next to the filters.

8. Click the Filter icon to access and apply any of the 19 available filters to refine the data based on specific vendors or conditions.

Subtopic 1: How To Download the Entire Data in Compliance Dashboard

Overview:

This article explains how to download the full dataset displayed in the Compliance Dashboard as a single file in your preferred format.

Process:

1. Click the ellipsis icon (⋮) on the dashboard beside the filters and select Download.

2. A pop-up window will appear. Choose your preferred format:

   • PDF - if this is chosen, you must choose a paper size from the drop-down

   • CSV

3. Click Download.

4. The download will begin automatically and will be saved in your Downloads folder.

Subtopic 2: How To Download Specific Data in Compliance Dashboard

Overview:

This article guides you on how to export data from individual tiles or charts in the Compliance Dashboard, using customizable download settings.

Process:

1. Hover over the upper-right corner of the desired tile (e.g., Top 5 Vendors by Charges).

2. A small ellipsis icon (⋮) will appear. Click it and select Download Data.

3. In the pop-up window, configure the following:

   1. Format – Choose from the drop-down (CSV, Excel, PDF, etc.)

   2. Advanced Data Options:

      • Results – Select With visualizations or as displayed in data table

      • Data Values – Choose Formatted or Unformatted

      • Number of Rows to Include – Choose from Current result table, All results, or Custom

4. Click Download.

5. The download will start automatically, and the specific file will be saved in your Downloads folder.