Matrix Custom Exports

Custom Exports in Matrix allow you to export your search results into a .CSV format, which can then be opened in spreadsheet software, like Excel. This feature can be extremely useful in making further analysis of listing data.

Matrix Custom Export settings can be accessed from the My Matrix tab. Just click My Matrix, then click Settings on the drop-down menu that appears. The Settings page has many customization options available to you. This article focuses on Custom Exports.

Setting up a Custom Export

Once you’ve accessed the My Matrix Settings page, you will see a section for Custom Exports. Notice that there is a counter that displays the number of Custom Exports you may already have set up. There is no limit to the number of Custom Exports you can create.

Click Custom Exports to get started on creating a new custom export.

If this is your first time setting up a Custom Export, you will want to click on the Add Export button. You can also edit existing Custom Exports by first selecting the name of the Custom Export to edit, then clicking the Edit Export button to the right.

From this screen, you can also rearrange the order of your Custom Exports by using the Move Up and Move Down buttons. Copy Export allows you to create a copy of an existing Custom Export. Delete Export allows you to delete exports that are no longer in use.

If you’re adding or editing a Custom Export, you will be taken to the Set Export Definition screen, as shown to the right. This screen provides the options for you to build or revise your Custom Export.

The Set Export Definition screen is where you will be working to set up your Custom Export. First, provide an Export Name. If you plan on creating multiple Custom Exports, choose a name that will help to identify the one you are currently working on.

After you’ve chosen a name, use the Available Fields list on the left side to pick and choose the fields you want to appear on your Custom Export. If you need help searching for a field, use the Search field located just below the list. As you make your selections, click the Add button to add your selected fields to the Export Fields list on the right. You can also use the Remove button if you want to remove an item from the Export Fields list.

Use the Up and Down buttons to rearrange your Export Fields. The item at the top of the list will appear on the far left of your Custom Export, while the item at the bottom of the list appears on the far right.

Once you’re satisfied with building your Custom Export, click the green Save button at the bottom of the page.

Accessing and Exporting

Custom Exports are accessed directly from your Search Results page. After running a search, notice the green Export button on the toolbar below your Search Results.

You can either select the results that you want to export by checking the box, or you can export all search results by not selecting anything. Once you’ve made your selection, click Export to continue.

After clicking Export, you will see the screen similar to the one shown above. Notice that a count is given, with 5 showing in the above example. This count tells you how many records will be exported.

Select the Export file format that you want to use by clicking on the drop-down menu. After selecting, click the Export button on the right to download your Export. You can also revise or review an existing Export directly from this page by clicking Edit Custom Export.

Comments are closed.