How to Download Reseller Support Tickets Dashboard Data in Xvantage for Associates

Overview:

The Reseller Support Tickets Dashboard in Xvantage for Associates allows users to download dashboard metrics and insights for reporting, analysis, and record-keeping. Users can download the entire dashboard or export individual metrics and insights in PDF or CSV format, depending on their requirements.

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. To download the entire dashboard, click the ellipsis icon and select Download.

7. To download a specific metric or insight, hover over the tile you want to export.

8. Click the ellipsis icon that appears in the upper-right corner of the tile and select Download data.

9. A pop-up window will appear, prompting you to select a download format:

   • PDF – Allows you to select a paper size and configure additional options, such as expanding tables to display all rows or arranging dashboard tiles in a single column.

   • CSV – Downloads the data in a comma-separated values format for further analysis.

10. Click Download to export the selected dashboard or metric. The file will be automatically downloaded to your device.