This article will go over how to export results from reports in the Member Matrix


Accessing the Member Matrix

You will need the Matrix Administrator or Administrator access level.


To get to the Member Matrix, follow these steps:

  1. Admin
  2. Matrix: Members

Exporting Results

  1. After selecting all fields you would like to report on and adding all filters to the data, you are ready to export the information.

    Please see the following articles about how to add fields and filters when creating a report
    How to Add Fields in the Member Matrix
    How to Add Filters and Sort in the Member Matrix

  2. At the top right of the report, click the arrow icon
    2019-11-19_1627.png

  3. Choose if you would like to export the data to a PDF or Excel
    2019-11-19_1628.png

  4. Once the file type is selected, the report will generate and download to your computer.
  5. You can then open the report and see the data.