Custom Exports
Custom Exports allow you to configure specific data fields for exporting search results into a .csv file. By defining custom export rules, you can control exact column orders and data attributes needed for external reporting or spreadsheets.
Click your name in the top right corner of the Matrix™ navigation bar and select Settings from the utility dropdown menu.
Click here to view the utility menu dashboard toggle image.
Select the Custom Exports option from the Settings dashboard.
Click here to view the Settings dashboard layout image.
Select an export (if available) from the list.
Click here to view the Manage Custom Exports section image.
Select an action.
- Property Type Dropdown: View the exports contained in the selected property type — or add a custom export to—the selected property type.
- Move Up: Moves the selected export closer to the top of the list.
- Move Down: Moves the selected export closer to the bottom of the list.
- Add Export: Create and configure the new custom export.
- Edit: Manage the selected export's configuration.
- Copy: Creates a copy of the selected export.
- Delete: Remove the selected export.
Generate a custom export by selecting the properties in your search results then Export from the available actions.
See in the Actions section for more information.
Configure your Custom Export.
Whether you're adding a new export or editing an existing one, you'll need to choose which fields you'd like to include.
Click here to view the Set Export Definition Property section image.
- Export Name: Enter a custom descriptive name to identify this export definition.
- Available Fields: Displays a searchable list of system fields eligible for inclusion in your export file.
- Search: Type keywords here to filter and locate specific fields within the Available Fields list.
- Add ->: Moves selected fields from the Available Fields list into the Export Fields column.
- <- Remove: Removes selected fields from the Export Fields column and returns them to Available Fields.
- Export Fields: Displays the final list of fields that will be included as columns in your output file.
- Up: Moves the highlighted field higher in the Export Fields list to adjust column ordering.
- Down: Moves the highlighted field lower in the Export Fields list to adjust column ordering.
- Separator: Select whether data values in the exported file are separated by a Comma or a Tab delimiter.
- Include Column Names: Choose the header format for the top row of your export file:
- None: Excludes column headers entirely from the output file.
- Name: Uses system database field names as column headers.
- Label: Uses user-friendly display labels as column headers.
- Save: Commits your field selections, order, and formatting rules to store the custom export definition.
- Cancel: Discards any pending changes without saving the export configuration.
Save your Custom Export.