How to Download Out Call Data in Campaign Performance in Xvantage for Associates

Overview:

This article provides the step-by-step process on how to download Out Call Data in Campaign Performance in Xvantage for Associates (X4A).

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 Marketing.

4. Click Campaign Performance.

5. Select the Out Call tab.

Subtopic 1: How to Download the Entire Out Call Data in Campaign Performance in X4A 

Overview:

This section explains how to download the entire report in your preferred format.

Process:

1. Click the ellipsis icon (⋮) located beside the filters.

2. Select Download.

3. In the pop-up window, choose your desired format:

   • CSV

   • PDF – If selected, you must also choose a paper size from the drop-down

4. Click Download.

5. The file will begin downloading automatically and will be saved in your Downloads folder.

Subtopic 2: How to Download Specific Out Call Data in Campaign Performance in X4A

Overview:

This article provides a step-by-step guide if you want to download data from a specific section of the report.

Process:

1. Hover your mouse to the right side of the specific tile (e.g., Outcall Unique Targets).

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

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

   • Format – Choose from CSV, Excel, HTML, etc.

   • Advanced Data Options:

     ○ Results – With visualizations or As displayed in data table

     ○ Data Values – Formatted or Unformatted

     ○ Number of Rows to Include – Current result table or Custom

4. Click Download.

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