How to Export HPE Requests to Excel in CRM

Overview:

This article explains how to export HPE requests from Xvantage for Associates (X4A) CRM to an Excel file.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation pane, select HPE Requests under the Sales section.

6. By default, the Active HPE Configs view opens. If necessary, use the view dropdown menu to switch to a different view.

7. Locate the HPE request(s) you want to export using the Filter by option or the Quick Find search feature.

8. Select the request(s):

   • To export a specific request, select the checkbox next to the corresponding HPE Request ID.

   • To export multiple requests, select the checkbox in the header row to select up to 1,000 records.

9. In the command bar, click the ellipsis (⋮) icon, then select Export to Excel.

10. The Excel file is generated and downloaded automatically.