Reporting
Creating an Export of Dues Paying Organizations
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:
Creating a Report of First Time Meeting Attendees
If you would like to get a report of first time meeting attendees so you can market to them in a special way, here is how to get that report in MatrixMaxx.
My Account and How it Works
The My Account upgrade feature in MatrixMaxx is a very easy way of seeing all the financial transactions for an organization for the past three years. The are two displays for this feature, the Intranet display allows association staff the history for a particular organization. The WWW display allows the Member Primary and billing contacts…
Moving Text Exports Into Microsoft Excel
This video will walk you through how to get text from MatrixMaxx exports into Microsoft Excel for use in Mail Merges, etc. (1:52)