Overview:
This guide provides step-by-step instructions on how to apply and manage filters within the Campaign Performance section of Xvantage for Associates. Filters help you refine data views across various campaign metrics.
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 Marketing.
Click Campaign Performance.
Choose a tab to view its report:
Transaction Report
Email Performance
Xvantage Performance
Paid Media Performance
Out Call
Locate the filter icon on the right side of each tab, next to the ellipsis icon (⋮).
Click the filter icon and select your desired criteria.
Click the reload button to refresh the data.
View the updated results based on your selected filter.
To clear filters, click the ellipsis icon (⋮) and choose Reset Filters.