It is very simple to create an export from MatrixMaxx that only holds dues-paying organizations and not the organizations that inherit membership. Here is how:
- Go to the ‘Reports’ Main tab
- Then the ‘Organization Search’ Sub tab
- Select the following criteria on this search page:
- Check the ‘Primary Member’ Checkbox. This is what is going to get you dues paying members only
- Select the member type(s) you want to include in the ‘Membership Type’ box
- Select active in the ‘Membership Status’ box
- Scroll all the way to the top or the bottom of the page and click ‘Export’
- Select the fields you want to include in the export by moving them to the right-hand side box
- Choose if you want the export in Excel, or as a Comma Separated Value file in your browser
- Submit