Overview:
This article guides you on how to export data from individual tiles or charts in the Compliance Dashboard, using customizable download settings 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:
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 Vendors then select Vendor Score Card.
At the top left of the screen, you will see three tabs:
Compliance
Performance
Appendix
Click the Compliance tab.
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
To ensure the data is up to date, click the Reload icon next to the filters.
Click the Filter icon to access and apply any of the 19 available filters to refine the data based on specific vendors or conditions.
Hover over the upper-right corner of the desired tile (e.g., Top 5 Vendors by Charges).
A small ellipsis icon (⋮) will appear. Click it and select Download Data.
In the pop-up window, configure the following:
Format – Choose from the drop-down (CSV, Excel, PDF, etc.)
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
Click Download.
The download will start automatically, and the specific file will be saved in your Downloads folder.