How to Export the Customer Survey Instance to Excel in CRM

Overview:

This article provides a step-by-step guide on how to export to Excel the Customer Survey Instance in CRM EMEA.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customer Survey and select Customer Survey Instance.

6. By default, the view is set to My Open Customer Survey Instances.

7. Tick the checkbox beside the specific customer survey instance you want to export, click the ellipsis at the command bar, and select the Export to Excel. The file will be downloaded automatically.

8. Alternatively, if you want to download all the Customer Survey Instance, click the ellipsis icon and click Export to Excel. The file will be downloaded automatically.