Overview:
This article explains how to export a Static Excel Worksheet from the Orders section in CRM. A static worksheet creates a snapshot of the selected order data at the time of export and does not maintain a connection to CRM after it is downloaded.
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 Static Worksheet.
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: A Static Worksheet contains a one-time export of the selected CRM data. Any changes made in CRM after the export will not be reflected in the downloaded file.