Matrix: How to Print Reports in Matrix

To print out reports in Matrix like an Agent Report, Client Report, Quick CMA, Etc. see steps below


1) From the Pro Home Page go to Search tab on top click drop down and select Matrix.




2) Type in the criteria your looking for and click Results to run that search.



3) On the results page check mark the listings you would to print reports for then at the bottom left click on Print.



4) The next screen will display a list of reports that you can choose. Select the type(s) of report you want (agent/client full/page, Etc). You can select more then one by holding your “Control” key (On a PC, or Command (On a Mac) while clicking on the report name.


5) Next you have two options.

A. If you click Print at the bottom this will open a Preview of the report, and you can click Print again which will pull up your printer info, to print the report(s) on a piece a paper.

B. if you click Print to PDF at the bottom this will generate a PDF file of the reports you selected. You can then save that PDF file to your computer.





Optional Info to include in the reports

1 If you have created custom Header & footer banner (See How To Create/Modify Header/Footer - Click Here) you can select to include your header & footer on the report. Options for Header & Footer (no header & footer, just on the 1st page or on all pages).

2. You can select to  include property history and photos if you want them. 

3. You can select to include on the report the Search Criteria (Will be on the report at the bottom).

4. You can select “Ink Saver” if you don’t want the map and any of the picture(s) on the report.
 

5. When done, if you wish to go back to your results page, click on “Back to Results”