How to Use the Filter Function on the Orders Page in Xvantage for Associates

Overview:

This article explains how to use the Filter function on the Order Dashboard page in Xvantage for Associates (X4A). Filters help you narrow down the displayed data and quickly find the order information that is most relevant to your needs.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab. 

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. From the left navigation menu, click Sales.

4. Under the Orders section, select Order Dashboard.

5. The Order Exception Dashboard page opens by default and displays the following sections:

   • KPIs at a glance

   • Details on Hold Statuses

6. Click the filters button in the upper-right corner of the page, next to the ellipsis (⋮) icon.

7. The Filters panel opens on the right side of the page.

8. Select one or more filter criteria:

   • Country

   • Order Date

   • Hold Type

   • Hold Reason

9. Click Reload button to apply the selected filters.

10. The dashboard refreshes and displays the data that matches your selected criteria.