How to Use Status Filter in Subscriptions in Xvantage for Associates

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Overview:

This article will guide users on how to use the status filters in subscriptions in Xvantage for Associates.

Process:

  1. Go to My Apps and open Okta.
  2. In Okta search for Xvantage for Associates (X4A) and open it.
  3. In the left navigation menu, click Sales, then select Subscriptions. 
  4. Click the Filter button located on the right side of the screen.
  5. Select one or more status filters from the following options:
    • Active
    • Pending
    • Graced
    • Expired
    • Terminated
    • Cancelled
    • Admin Hold
    • Credit Hold
    • Full Hold
  6. Click Apply. The results will be displayed based on your selected filter/s.