Overview:
This guide provides step-by-step instructions on how to search for and export Customer Survey Answers for a specific Customer Survey Instance using Xvantage CRM. By applying filters and using the export function, users can efficiently retrieve and download the complete set of survey responses linked to a selected survey instance.
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 Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Customer Survey and select Customer Survey Answers.
Ensure the view is set to Active Customer Surveys.
Click the Customer Survey Instance category.
From the dropdown, select Filter by.
Make sure the condition is set to Equals.
Enter the Customer Survey Instance Name in the provided field. A drop-down will appear—select the correct instance from the list.
Click Apply. The survey answers related to the specified instance will be displayed.
To download all survey answers, click the checkbox next to the Question category header to select all entries.
Click the ellipsis icon (⋮) on the command bar.
Click Export to Excel.
The download will start automatically. Once completed, the Excel file will be saved in your Downloads folder.