Matrix: How do you change the display in Matrix

Matrix allows you to customize your search results display any way you want it. Whenever you run a search, your columns may not be ordered the way you like, or maybe you want to add or remove columns. This How-To article covers the everything you’ll need to know about customizing your Search Results display.


1) From the Pro Home Page go to Matrix Search.




2) Once in Matrix go to the upper right corner, you will see "Hello", and your name. Click the drop down arrow then click  "Settings"




3)  The Settings page has many customization options available to you. This article focuses on Custom Displays. Once you’ve accessed the Settings page, click on Custom Displays.

5) Once on the Manage Custom Displays screen, you’ll see a drop-down menu that allows you to select different types of reports to add a custom display.

6) Select the type of Custom Display you want to set up from the menu. Typically, Cross Property will be the most commonly used option here, as this allows a Custom Displays to be selected on all property searches.
 

7) Select Add to add a new Custom Display. If this is your first time setting up a Custom Display, you will want to choose this option. You can also edit existing Custom Displays by first selecting the Custom Display Name to edit, then clicking Edit to the right.

 

The Build Custom Display screen (shown below) is where all the magic happens.

***Be advised, when creating a new custom display, you are starting with a blank slate. So you are adding any and all fields you want to see when a search is ran.
 

8) First enter in a Display Name. If you decide to create multiple Custom Displays, or if you want to add more down the road, it will be useful to give it a name that is easily identifiable.



 

9) On the left is a list of ‘Available Cross Property Columns’. This list includes every available column that you can use on your Custom Display. Use the Search field below the list to more easily find a column. Once you have chosen a column by clicking on it, click the Add button to add it to your list of ‘Selected Columns’. You can also remove unwanted columns by selecting from the ‘Selected Columns’ menu, then clicking the Remove button.



 

10) Use the Up and Down buttons to arrange the order of your columns. The columns will show in the same order they appear in the Select Columns list.

11) The Custom Column Properties section allows further options for your display. These settings are optional.

• Label allows you to rename a display to anything you like.
• Pixel Width allows you to set how wide you want the column to be.
• Alignment allows you to set how information is oriented within the column.
• Wrap Line allows information to be wrapped within the column. This is useful if you don’t want to have a wide column, but still want to see all the information.

12) Once you are satisfied with building out your Custom Display, click the green Save button at the bottom.

Using this new Custom Display

Now that you have created a custom display you can find this new display in Matrix n the results page of a property search in Matrix.

1) Go to Search, select a property class, type in criteria and run a new property search.

2) On the results page above your results page you will see "Display" and a window with Agent 1 Line




3) Click the down arrow next to Agent 1 Line. This will show you all the available display options to view the listings in. The displays that start with My: XXXX are the custom display(s) you have created. Click these to change the display from the Agent 1 line to your custom display.