Matrix: How to create a Custom Export

1. Go to “Hello, (Your Name)” in the top right of Matrix

2. A drop down will appear, click on “Settings”

3. Click on “Custom Exports”

4. Click on “Add Export”

5. Add any and all fields you want to be shown in your export file from the Available List. You can add fields by double clicking on the field name or single click on it and click on “Add”

Note: The field on top will show up on the left of the spreadsheet when exported.  So top to bottom translates to left to right in the spreadsheet

6. Give your Custom Export a name, example: “my custom export’

7. Recommendation: It is recommended to select the “LABEL” Option

8. When done, click on “Save”



How to access my Custom Export

1. From the "Results" page, of a search in Matrix select the listings you would like to export by clicking the box or boxes on the left side of the listings. If you wish to export the entire result set, leave all boxes unchecked.

2. Click on the “Action” category, just above the green navigation bar at the bottom left of the results page (you may already be in it).



3. Click on "Export" in the green navigation bar at the bottom of the "Results" page.

4. In the Export File Format window, select the Custom Export report you created.
 

5. Click on the "Export" button (a .csv file will be downloaded to your computer).

6. You will see your file either in the bottom tray of your browser window, or by opening your "Downloads" folder. You can open this file with a spreadsheet program (i.e. Excel or Google Sheets).





How to Edit my Custom Export
 

1. Go to “Hello, (Your Name)” in the top right of Matrix

2. A drop down will appear, click on “Settings”

3. Click on “Custom Exports”
 

4. Highlight the Custom Export you wish to edit and then click Edit Export.




5. Make any changes you wish to the Custom Export and be sure to click on Save in the bottom left.

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