Exporting Data from CA, CRMLS - Matrix

Matrix

In selecting data from Matrix, be sure to select the options below:

Make sure that all the status options are selected.  This option will make sure that all the data that is needed to create the appropriate graphs, is collected.  

You should also make your normal selection choice by selecting other options that you would normally select in doing a CMA.  As mentioned earlier, looking at activity in specific subdivisions is a good starting point.  It is also recommended that you include data from the last two year to enable you to see the recent patterns.   

Once you’ve selected the search criteria, press the ‘Search’ button to see the results as shown below.  Now you are ready to download the results.  To download the results, make sure that you “Check” all the results so that you are able to export all activity that is displayed over multiple pages.

The select the ‘Export’ button (as shown below. 

Next you will see the screen shown below.  Select the “Full” Export File Format (by using the drop down box).  Then press the ‘Export’ button. 

The download will now start.  Once the download starts, you will be asked if you want to save the file.  Select the save option and then choose a file name. 

Be sure to remember where you save your files.  These are the exported files that will be used to create your graphs. 

You will see dialog boxes similar to what you see below.

Once you have saved your exported file, you are ready to run the application. 

When you run the application you will need to point to the exported data file, so make sure that you’ve placed the file in an easy to find place.  

For instructions on how to run the application, be sure to see the tutorials located at http://www.focus1st.com.