Overview:
This article explains how to export order data from CRM to an Excel file. You can export all orders displayed in a selected view or export specific orders for reporting, analysis, or record-keeping purposes.
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 orders you want to export.
By default, the Active Orders view is displayed unless a different default view has been configured.
To use another view, select the current view name and choose the desired option.
On the command bar, select the ellipsis icon (⋮).
Click Export to Excel.
The export file is automatically downloaded to your device.
Export Specific Orders
Locate the orders you want to export using:
The available filters, or
The Quick Find search box.
Select the checkbox next to each order you want to include in the export.
Multiple orders can be selected.
On the command bar, select Export to Excel.
The Excel file is downloaded automatically to your device.