Data from the Matrix can be easily viewed in a spreadsheet. 

  1. Navigate to the Matrix at https://calleasyhomes.com/web/login and login using your information.
  2. From the Apps select whichever module you need to get the data from. In this example, I'm using the Loans module.
  3. Using filters and search criteria narrow down your search to include the information that you want to export.
  4. To select all available records, make sure you have all items selected in the count on the top right of the screen. This may mean changing the number displayed from 1-80 to 1-450 (or whatever is the result of your search criteria.
  5. Then click the check box to select all records in the fields name row of the table view. 
  6. Click on the "Action" button and select "Export"
  7. In the pop up menu, on the left, select which fields you want to be in your exported spreadsheet. After selecting each field, click add to move it to the left side of the pop-up. .
  8. When you are ready, click the "Export" button.