How to View and Download Book-to-bill - Vendor Detail Report in Xvantage for Associates

Overview:

This guide shows you how to view and download the Book-to-Bill – Vendor Detail Report in Xvantage for Associates (X4A). This report provides vendor-specific order data such as order intake, invoice value, and book-to-bill ratio.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales, then select Book-to-bill under Backorders.

4. Click the B2B – vendor detail tab.

5. A detailed report will appear showing data per vendor, including:

   • Order Intake

   • Invoice Value

   • B2B Ratio

Subtopic 1: How to Download the Entire Book-to-bill - Vendor Detail Report

Process:

1. Click the ellipsis icon (⋮) located beside the filters.

2. Select Download.

3. In the pop-up window, choose your desired format:

   • CSV

   • PDF – If selected, you must also choose a paper size from the drop-down

4. Click Download.

5. The file will begin downloading automatically and will be saved in your Downloads folder.

Subtopic 2: How to Download Specific Data in Book-to-bill - Vendor Detail Report

Process:

1. Hover your mouse to the right side of the specific tile (e.g., Order Intake).

2. A small ellipsis icon (⋮) will appear. Click it and select Download Data.

3. In the pop-up window, configure the following options:

   • Format – Choose from CSV, Excel, HTML, etc.

   • Advanced Data Options:

     ○ Results – With visualizations or As displayed in data table

     ○ Data Values – Formatted or Unformatted

     ○ Number of Rows to Include – Current result table, All results, or Custom

4. Click Download.

5. The download will begin automatically and be saved in your Downloads folder.