How to Use Filters in Campaign Performance in Xvantage for Associates

Overview:

This guide provides step-by-step instructions on how to apply and manage filters within the Campaign Performance section of Xvantage for Associates (X4A). Filters help you refine data views across various campaign metrics.

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 Marketing.

4. Click Campaign Performance.

5. Choose a tab to view its report:

   • Transaction Report

   • Email Performance

   • Xvantage Performance

   • Paid Media Performance

   • Out Call

6. The filters will automatically appear. However, if they do not display, you may locate the filter icon on the right side of each tab, before the ellipsis icon (⋮).

7. Click the filter icon and use the appropriate filters to help narrow the results to a specific campaign such as:

   • Campaign ID

   • Campaign Name

8. Click the reload button to refresh the data.

9. View the updated results based on your selected filter.

10. To clear filters, click the ellipsis icon (⋮) and choose Reset Filters.