Overview:
This article provides step-by-step instructions on how to filter and export Customer Survey Answers for a specific survey question within a particular Customer Survey Instance in Xvantage CRM. By applying the appropriate filters and using the export function, users can download the relevant survey responses in Excel format for further analysis or reporting.
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.
Change the condition from Equals to Contains.
Enter the Customer Survey Instance Name in the field provided.
Click Apply. The survey answers related to the specified instance will now be displayed.
Click the Question category field.
Select Filter by. If the condition is set to Equals, enter the exact Customer Survey Question in the field.
Click Apply. The filtered list will now show the specific answers related to the selected question within the specified instance.
To download, 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.