This article will go over how to save a report you build in the Matrix, after you choose which fields to report information on in the Member Matrix and your filters.
Accessing the Member Matrix
You will need the Matrix Administrator or Administrator access level.
To get to the Member Matrix, follow these steps:
- Admin
- Matrix: Members
Next, you will choose your fields for the report and add your filters. You can learn more about this in these articles:
How to Add Fields in the Member Matrix
How to Add Filters and Sort in the Member Matrix
Once you have added your fields and filters, follow these steps to save your report:
- On the left, under Matrices click Save as Personal
- This will save the report in your personal repository
- Whenever you would like to view your saved reports, from this same area, you'll click the dropdown that says Matrices and choose from the Personal Matrices section.
- Once filtered on one of your personal matrices, if you need to delete it, select the report and you can click the Delete button to remove it.
