Overview:
This article explains how to access and review Transaction Report data within the Campaign Performance section of Xvantage for Associates (X4A).
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Marketing.
Select Campaign Performance.
Open the Transaction Report tab.
Review the available transaction reporting metrics and summaries, including:
Start date
End date
Data as of
Reseller summary
Quote summary
Transaction summary
Dormant reactivation & CTO Adoption summary
Achievers summary