Overview:
This article explains how to export order data from CRM as a Dynamic PivotTable. Exporting a Dynamic PivotTable allows you to summarize, analyze, and organize order data in Microsoft Excel for reporting and trend analysis.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and open it. Xvantage for Associates (X4A) will open in a new tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, expand the left navigation menu and select Sales.
From the Sales submenu, select CRM.
In CRM’s left navigation menu, navigate to Sales > Orders.
Select the view that contains the order data you want to export.
By default, the My Orders view is displayed unless a different view has been selected.
To switch views, select the current view name and choose the desired view (for example, All Orders).
On the command bar, select the ellipsis icon icon (⋮).
Expand Export to Excel by selecting the arrow next to the option.
Select Dynamic PivotTable.
In the export window, select the columns you want to include in the PivotTable.
Click Export.
The Excel file is downloaded automatically to your device.
Important: Dynamic PivotTables are designed for data analysis and reporting in Excel. Ensure you have the required permissions to access and refresh CRM data after export.